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Showing 11 - 20 of 68 results for "private wealth"

HMC Capital wholesale head exits for COO position

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026  |  NEWS
... Pengana, he worked at HMC Capital following an 11-year stint at Schroders, which ended in 2022. At Schroders, he led private wealth sales and held the role of head of wealth and advice for a few years. The Sydney-based Boyd initially joined Schroders ...

Longreach Capital strengthens private wealth

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
Longreach Capital Advisors has appointed a new executive director to cover its family office and private wealth business for the southern region. Based in Melbourne, Devin O'Keefe will be responsible for Victoria, South Australia, Tasmania and New ...

Blackstone promotes first private wealth hire

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026  |  NEWS
... has promoted a Sydney staffer to managing director. Lisa Rose has started a new position as managing director of private wealth just one year after being appointed principal at the US$1.2 trillion private equity giant. Rose was Blackstone's first ...

Ord Minnett creates national practice manager role

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026  |  NEWS
... Scott Weaver as it looks to better support advisers as the business grows. Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His role is focused on adviser development, lifting capability across the firm ...

Private wealth, public impact: Family offices go sustainable

VINNAY CCHODA  |  MONDAY, 24 NOV 2025  |  NEWS
Private wealth is reshaping global capital markets, with family offices and the ultra-wealthy emerging as increasingly influential players. Once discreet vehicles for preserving intergenerational fortunes, family offices have evolved into sophisticated ...

Top Regal Partners exec departs

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025  |  NEWS
... marketing and investor relations team across the business. The restructuring saw Camelia Seric appointed head of private wealth distribution. Seric was promoted from distribution lead at Merricks Capital, which was bought by Regal Partners a year ago ...

The rich fuel climate crisis with investments: World Inequality Lab

KARREN VERGARA  |  THURSDAY, 30 OCT 2025  |  NEWS
... volume of assets held by wealthy individuals and by the higher carbon intensity of such assets. "In rich countries, private wealth rose from 200-400% of national income in the early 1980s to 500-700% by the early 2020s," the report read. "In the same ...

Regal Partners makes two senior hires

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025  |  NEWS
... investor relations teams, which saw senior distribution executive Camelia Seric take on an expanded role as head of private wealth distribution for Regal Partners. Seric previously served as head of distribution at Merrick Capital, which Regal Partners ...

Regal Partners revamp sees promotion

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025  |  NEWS
... Camelia Seric, who was head of distribution wealth management at Merricks Capital, is now leading Regal's broader private wealth distribution team in her role as head of private wealth distribution. The ASX-listed specialist alternative investment ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025  |  NEWS
... wholesale distribution strategy while deepening relationships with dealer groups, independent financial advisers, private wealth firms, family offices, research houses, platforms, and consultants. She brings over 20 years of industry experience, including ...