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Showing 1 - 10 of 116 results for "Wealth Management"

LGT taps sustainable investing specialist

VINNY VUCAGO  |  MONDAY, 25 MAY 2026  |  NEWS
LGT Wealth Management has strengthened its sustainable investing capabilities with the appointment of former Wellington Management director Tessa Volkmer as head of sustainable investment, as demand for climate aware and impact focused portfolio strategies ...

Minderoo backs UNSW research on impact investing

RIDDHIMA TALWANI  |  THURSDAY, 21 MAY 2026  |  NEWS
... effectiveness, credibility and growth of impact investing in Australia and the wider Asia Pacific region. UBS Global Wealth Management Australia head of not-for-profit segment Zarmeen Pavri said: "This structure will ensure that stakeholders explore ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026  |  NEWS
... Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex and cross-border investment profiles. Burgmann ...

PIMCO appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026  |  NEWS
... based in the Asia-Pacific region. Also elevated is Marcio Bogoric, now managing director and head of global wealth management for Asia ex-Japan. Bogoric leads a regional team focused on delivering investment solutions to private banks, retail banks ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026  |  NEWS
... wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion in funds under advice, in a deal worth roughly $550 million. Lloyd, a high-profile figure in ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026  |  NEWS
... research, having earlier served as general manager of operations. He joined Perpetual from MLC, the NAB-owned wealth management division, where his most recent role was manager of research relationships across MLC and nabWealth. Lidbury's appointment ...

Perpetual names interim investment chief

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026  |  NEWS
Perpetual's wealth management arm has appointed a new investment lead ahead of an anticipated sale of the business to buyout firm Bain Capital. David Blunt, who is head of growth assets, has been named acting chief investment officer, taking over ...

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026  |  NEWS
... improved financial performance and managed the sale of the business to Apex Group in January 2025. "Sam brings deep wealth management industry experience and a strong track record of product leadership, client delivery and commercial performance," Iress ...

Top JBWere wealth leader heads to UBS

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026  |  NEWS
... resigning after almost a decade with the firm. Over the past ten years, he led JBWere, National Australia Bank's wealth management arm, overseeing teams serving high-net-worth clients in six cities. Before joining UBS - where he will return as head ...

Future Group names chief investment officer

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026  |  NEWS
... State Investments. Most recently, he has held a number of independent advisory roles across superannuation and wealth management. Future Group chief executive Simon Sheikh said Fernandes' appointment was an important step in strengthening the organisation's ...
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