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Showing 1 - 10 of 162 results for %22Private Wealth Network%22

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 ...

PineBridge Investments names distribution head for APAC, EMEA

ANDREW MCKEAN  |  THURSDAY, 11 JAN 2024
... appointed to oversee the asset manager's APAC and EMEA intermediary business strategy, distributing its investment products to private banks, family offices, retail banks, insurers, and distribution platforms, with a particular emphasis on the UK, Switzerland ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... of our customers." Reliant on regulatory approvals, the deal is expected to complete in June 2024. NAB executive private wealth and JBWere chief executive Michael Saadie said: "We're pleased JBWere New Zealand will be part of a leading asset management ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... Unity's Financial Advice business by AZ NGA-backed Nestworth Financial Strategists in partnership with Fortnum Private Wealth. Barrett said the Australian Unity deal is just the latest in a series of transactions enabled by AZ NGA. "We have so much ...

Barings prepares new strategies for local institutional investors

ANDREW MCKEAN  |  TUESDAY, 5 DEC 2023
... "top-tier debt provider" in the APAC region and augment the scale of investments per deal. Despite having been active in the private debt sector within APAC for over a decade, Barings previously refrained from developing dedicated local market strategies ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... (WTL) will acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million. Under the deal, M3's 140 wealth and personal risk insurance advisers, operating in more than 75 privately owned practices across the country, will come ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation services business. ...

PGIM executive quits after less than two years

ELIZABETH FRY  |  FRIDAY, 27 OCT 2023
... most effectively serve our Australian clients' growing needs for cross-asset class solutions across the public and private markets." PGIM established its presence in Australia in 2011 and has 22 employees with domestic investment manufacturing capabilities ...

Keppel private fund expands into Australia

CHLOE WALKER  |  FRIDAY, 13 OCT 2023
The Singaporean investment giant's private fund, the Keppel Education Asset Fund (KEAF) has acquired two education assets in Sydney for $198 million. Backed by institutional investors, including a large sovereign wealth fund and pension funds, KEAF's ...

Family office executives take investment reins: Ocorian

CHLOE WALKER  |  THURSDAY, 5 OCT 2023
... has gathered momentum due to growing complexity in managing assets from the growth of alternative asset classes such as private equity, venture capital, hedge funds and real assets as well as a rise in regulatory requirements as they look to global assets." ...
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