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Showing 1 - 10 of 34 results for "Wilsons"

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA | WEDNESDAY, 14 JAN 2026

... chief operating officer, while Jessica Brady acts as general manager. Nicholls was most recently the head of advice at Wilsons and prior to that worked at Morgan Stanley for more than 15 years, appointed to senior roles that included co-leading the Australian ...

Fortitude Investment Partners expands team

MICHELLE BALTAZAR | THURSDAY, 4 SEP 2025

... private markets fund administration, including her most recent role at Apex Australia while Stafford was previously at Wilsons Advisory and Goldman Sachs. The new hires strengthen the group's differentiated investment capability, said Nick Miller ...

Canaccord Genuity buys Wilsons Advisory

JAMIE WILLIAMSON | THURSDAY, 21 AUG 2025

Canaccord Genuity Group is acquiring Wilsons Advisory as part of efforts to grow its local operations. The acquisition has been made via Canaccord Genuity Australia, with the group saying it aligns to its strategy of growing its wealth management business ...

New Challenger IM notes seek to raise $350m

KARREN VERGARA | MONDAY, 11 AUG 2025

... $100 million. A syndicate that includes NAB, CommSec, E&P Financial and Morgans, with joint lead managers Ord Minnett, Wilsons, Canaccord and Taylor Collison has helped bring Challenger IM LiFTS to market. Challenger IM currently has more than $16 billion ...

Escala poised to overhaul strategy

ELIZABETH FRY | THURSDAY, 22 MAY 2025

... joined from UBS Asset Management, where she managed investment strategy, before serving as head of asset allocation at Wilsons Advisory and subsequently accepting the investment chief position at Escala in 2019. As for Howard, the former UBS Wealth Management ...

Equity Story plots expansion, names chair

MATTHEW WAI | FRIDAY, 28 MAR 2025

... financial adviser at the Westpac Group for over three years before that. He also held similar titles at ANZ, deVere Group, and WILSONS. Commenting, Gow said Equity Story has an "outstanding reputation" in analysing the market and he is privileged to ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN | FRIDAY, 14 FEB 2025

... Ross the licence for the last few years. But with nearly 17 years' experience in practice development roles, including at Wilsons Advisory and Stockbroking, BT Financial Group, and Centrepoint Alliance, Ross said she felt that rising to more senior corporate ...

High-profile stockpicker hires from WTW

ELIZABETH FRY | THURSDAY, 13 FEB 2025

... risk and controls solutions practice and was a senior Manager when I left PwC in 2012. Interestingly, Zinurova moved to Wilsons Asset Management from WTW, where she worked for ten years most recently as director of manager research Australia and head ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN | FRIDAY, 2 AUG 2024

Statton Partners will join Wilsons Advisory Private Wealth division, adding the firm's clients, client assets and advisers to the business. The Statton Partners team will be moving into Wilsons Advisory's Sydney offices in the coming months ...

Ord Minnett welcomes head of private wealth

CHLOE WALKER | FRIDAY, 28 APR 2023

... boasts over 18 years' experience in the financial services industry, having held senior positions at NAB, Westpac and at Wilsons, where he was general manager of private wealth. Most recently, he served as Ord Minnett's state manager, Victoria and South ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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