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Showing 1 - 10 of 618 results for "Wealth manager"

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
Recently launched arcpoint OCIO has won three mandates including securing wealth manager and family office Larapinta Private, a new venture set up by a former Koda Capital partner. Founded by Troy Armstrong, Larapinta Private caters to Australia's ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
Kudu Investment Management has acquired a minority stake in a Sydney-based financial advisory business mere days after an identical transaction with Drummond Capital Partners. Australian Financial Planning Group (AFPG) has secured a minority investment ...

FEATURE | Aged care: The longevity dividend

ELIZA BAVIN  |  TUESDAY, 9 JUN 2026
... be a high watermark coming through both facilities, but also care," he says. Ratcliffe says JBWere is a leading wealth manager in the sector, working with 70-plus aged care organisations, which are primarily not-for-profit. On behalf of them JBWere manages ...

BT appoints new head of strategy

KARREN VERGARA  |  THURSDAY, 4 JUN 2026
A former Allianz Retire+ executive has joined BT as the new head of strategy. Simon Aboud joined the wealth manager on June 1. Late last year, Aboud left Allianz Retire+ as its chief product and marketing officer, a role he assumed in May 2021. Prior ...

Former Insignia boss joins InvestStream

MATTHEW WAI  |  MONDAY, 1 JUN 2026
A former Insignia Financial chief executive has joined the advisory board of InvestStream, spearheading its financial advice and engagement infrastructure as the firm's approach to close the advice gap. Renato Mota has joined the AI-powered infrastructure ...

Marex Group expands structured products to HNWIs

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
Marex Group received approval by ASIC to distribute structured investment solutions to wholesale clients under its existing foreign AFSL earlier this month, in a move to fill the structured product adoption gap in Australia. While the group is not new ...

'Shockproof' portfolios integrate geopolitical risks: CIO

KARREN VERGARA  |  THURSDAY, 28 MAY 2026
Investors must integrate geopolitical risks into their decision making and anticipate assets being repriced at a blistering rate, as a means to help "shockproof" portfolios, according to an investments chief. As uncertainty around geopolitical risks ...

LGT bolsters investment bench

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
LGT Wealth Management has expanded its investment leadership team with two senior appointments aimed at strengthening its capabilities across private markets and sustainable investing, as high-net-worth clients increasingly seek more sophisticated and ...

AMP new boss overhauls executive team

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... 14 years and worked at Westpac. She will replace Blair Vernon, whose role as chief executive of the ASX-listed wealth manager took effect on March 30, when incumbent Alexis George stepped down. Vernon commented: "Jackie brings significant experience ...

Combating modern slavery difficult but not impossible: RIAA

KARREN VERGARA  |  MONDAY, 18 MAY 2026
While it might be challenging to construct a truly modern-slavery-risk free investment portfolio, it is not impossible, a sustainability expert says, who will help wealth managers combat such risks at next week's Responsible Investment Association ...
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