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

Search Results

Showing 1 - 10 of 94 results for %22Pivot Wealth%22

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... unit built around specifically the SIV programme. That, perhaps, might be more manageable for those fund managers [and] pivot necessary, including, for example, if the government does go down the path of increasing the level of required investment into ...

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 ...

Apostle Funds Management welcomes new head of wholesale

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... credit, venture capital, timberland, and global equities. James brings over 25 years' experience in the investment and wealth management industry along with expertise across distribution, marketing, and client services. He was most recently general manager ...

Alex Dunnin bids farewell to Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
... from his home in country NSW to Rainmaker's Sydney office each week. In the same period, Australia's superannuation and wealth management industry has become "an amazing, global success story," he said. "It's been an honour to help tell that story to ...

Family offices still love hedge funds: Preqin

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... five years, maintaining a greater allocation than endowment plans, foundations, investment trusts, corporate investors, wealth managers, private sector pension funds, government agencies, and public pension funds alike. Specifically, the report said ...

New chair for iExtend

CHLOE WALKER  |  WEDNESDAY, 14 FEB 2024
... Sentient Group manages capital for institutional investors such as endowments, family offices, pension funds, sovereign wealth funds and insurance companies in the USA, Europe and the Middle East. In 2017, he retired from The Sentient Group to establish ...

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... likely to nab the role. It will be a return of sorts for Hartley, who has previously worked in corporate and institutional wealth at MLC/NAB Wealth, which is now part of Insignia. Hartley was most recently chief executive of AMP's short-lived Australian ...

Aware Super, ART hire member service heads

ELIZABETH FRY  |  MONDAY, 29 JAN 2024
... easier for our members to access the best support, education and advice throughout their working lives and retirement." Wealth of knowledge As for ART's recruit, Helen Crossan has worked across super, investment and retirement. Lachlan East, the ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... rather than strengthen the advice proposition in the eyes of these clients," it said. Commenting on the report, Arrive Wealth Management director Brett Roberts said: "With wealth comes complexity, what sets us apart is how we use strategy and structures ...

Superhero announces strategic hires

CASSANDRA BALDINI  |  TUESDAY, 24 OCT 2023
The fintech and wealth management platform has made three key hires as it prepares to unveil a series of initiatives in the coming weeks. Superhero has named Kimberly McAvoy, the former head of superannuation projects at Vanguard Australia, as its head ...
PREVIOUS
NEXT