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Showing 1 - 10 of 3080 results for "wealth management"

Perpetual reveals new leadership structure

JAMIE WILLIAMSON  |  FRIDAY, 8 NOV 2024
... sustainability officer. As it gears up to become a standalone asset management business following the sale of its wealth management and corporate trust operations to KKR, Perpetual is consolidating its international leadership team and moving to an international ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... International's local managing director Simon Glazier. De Pourbaix has over 20 years of experience in the wealth management industry, including with ING Australia and BT Investment Management. He joined the firm in June 2023 as a global cross-asset ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... Group director and senior financial adviser Sophie McClelland DP Wealth Advisory director Andrew Wielandt Peak Wealth Management partner and financial adviser Kristian Zuza "We thank the advice community for their level of engagement; we are proud to ...

E&P Financial advances delisting

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... upcoming public inquiry into its role in the collapse of Dixon Advisory. The senate referred the inquiry to the Wealth Management Companies to the Senate Economics References Committee, which will provide a report by the last sitting day of March 2025. ...

Westpac profits drop as it prepares for leadership change

ELIZA BAVIN  |  MONDAY, 4 NOV 2024
... billion, down 15% from the year prior, impacted by the sale of businesses in 2023, along with financial markets and wealth management. The Business & Wealth division, led by incoming Westpac chief executive Anthony Miller, saw net profit rise 13% and ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... was responsible for business development for Australia and New Zealand. KKR is set to acquire Perpetual's wealth management and corporate trust businesses for $2.18 billion.

Westpac appoints acting head of wealth

ELIZA BAVIN  |  THURSDAY, 24 OCT 2024
... Herbert joined Westpac in 2020. Prior to that he was chief operating officer, Asia Pacific, retail banking and wealth management at HSBC from 2015 to 2020 and chief of staff from 2002. "Peter is an accomplished, engaging and accessible leader who has ...

Perks announces new acquisition

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
... net-worth individuals. Established in 1981, Perks provides their clients with advice across business advisory, wealth management, audit, finance, superannuation, HR consulting and recruitment.

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
UK wealth management and brokerage firm EBC Financial Group (EBC) has scored a new AFS Licence (AFSL) and is ready to take on institutional investors and Australia's growing high-net-worth population. London-based EBC provides financial brokerage, asset ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... reporting a statutory loss of $3.8 million. During the period, it offloaded Madison Financial Group to Infocus Wealth Management due to the complexities and costs associated with licensing financial advisers. In the three months to September, Baragwanath ...
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