Search Results | Showing 1 - 10 of 618 results for "Wealth manager" |
| | | 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 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 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 ... |
| | | | 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 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 ... |
| | | | ... 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 ... |
| | | | 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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