Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 1706 results for %22BT Private Wealth%22

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... $5 million and meet the Complying Investment Framework criteria. At least 20% must be invested into venture capital and private growth equity funds; at least 30% is invested in listed emerging companies; and 50% can be allocated elsewhere such as bonds ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model of engagement ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... capabilities as well as cultivating close relationships with asset consultants, independent financial advisers, and private wealth firms. Wheelhouse managing director Alastair MacLeod told Financial Standard McGauley would be deeply missed. "Wayne loved ...

Apostle Funds Management welcomes new head of wholesale

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... strategies, giving investors access to a range of investments in credit, thematic investments, alternative debt and equity, private credit, venture capital, timberland, and global equities. James brings over 25 years' experience in the investment and ...

WTW to launch dedicated private equity fund

ANDREW MCKEAN  |  MONDAY, 15 APR 2024
Willis Towers Watson (WTW) is planning to launch a new fund that will invest in private equity opportunities including co-investments. This new private equity fund, the WTW Private Equity Access Fund (WTW PEAF), will be the first time that the asset ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
... direct lending, real estate private equity, and private equity for institutional investors, family offices, and private wealth managers. Dixon said the attraction of his new role is the diversity of deal flow, analysing non-core sectors, a smaller team ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... better enable it to further expand and enhance best-in-class financial services to a vast demographic of business and private clients which are typically under-served, particularly in regional areas. "... Findex's model of combining best practice ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... limited," Caser said. "We've seen Australian private equity firms turning to offshore institutions and domestic private wealth platforms as superannuation funds retreat from the middle market. "But we've now changed all that."

James Mawhinney applies to have ASIC's case struck out

ELIZA BAVIN  |  MONDAY, 8 APR 2024
Lawyers acting on behalf of the embattled Mayfair 101 private equity investment group have applied to the Federal Court to strike out the Australian Securities and Investments Commission's (ASIC) case against the group's managing director James Mawhinney. ...
PREVIOUS
NEXT