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Showing 1 - 10 of 641 results for %22Macquarie Wealth%22

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... investors they otherwise have no access to. They include Colonial First State, MA Financial Group, First Sentier Investors, Macquarie Group, Dexus, abrdn, Challenger, UBS Asset Management, Real Asset Management, IJ Capital, and Markuan Management which ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
... and private equity, they are recruiting a lot of ex-investment bankers too. At RW Capital, he can count ex-Goldmans, Macquarie, Citi and Mckinsey staff. Dixon began his investment career in property as an analyst at Macquarie Capital in 2003. He later ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
BT has appointed a longstanding Macquarie executive as its next chief product officer, replacing Kathy Vincent. Annabelle Kline will take over as BT's chief product officer in May. She will be responsible for leading the platforms business, comprising ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... group heads, platform distribution partners, and other market participants. Prior to that Rodda spent four years at Macquarie contributing to the strategic growth of the business as associate director. Allianz Australia Life Insurance chief executive ...

Selfwealth expands leadership team

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... platform. She joined in January from Pallas Capital. She has previously worked at the likes of Vanguard, NAB, BT and Macquarie. "We welcome Samantha's strategic approach to marketing and communications and look forward to her contribution towards ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ...

Perpetual adds director, institutional business

ELIZABETH FRY  |  MONDAY, 11 MAR 2024
... Management and was the Western Australia business development manager for NGS Super. She has also held similar roles at Macquarie and Credit Suisse Asset Management. "After taking a well-deserved break - literally in the garden, teaching my daughter ...

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... Charter Hall's New South Wales state manager, capital raising, and distribution. Prior to that, he spent seven years at Macquarie Group. "At the moment, we are building our product strategy for the next few years in private wealth," Weingarth said. Weingarth ...

Risk, compliance staff in hot demand

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... the undersupply of talent might be aided by an increase in candidates from recently restructured organisations like Macquarie and two of the big banks, Chisholm said, their skills are likely less desirable to employers as they've "functioned as a ...

Grok Ventures appoints new chief executive

RACHEL ALEMBAKIS  |  FRIDAY, 9 FEB 2024
... Mike Cannon-Brookes' family office Grok Ventures has hired a new chief executive, recruiting a former BlackRock and Macquarie executive. Grok has named global funds management executive Tan Kueh as chief executive, while Jeremy Kwong-Law will remain ...
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