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Showing 21 - 30 of 68 results for "private wealth"

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025  |  NEWS
... appointed former Deutsche Bank investment professional Stefanie Holtze-Jen as deputy chief investment officer of private wealth last month. Holtze-Jen previously served as investment chief for Deutsche's private banking arm in Singapore. She brings ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025  |  NEWS
... private equity funds". "Private credit is booming in wholesale, targeting family offices, HNW/UHNW investors and private wealth managers," the Kaizen report stated. By contrast, openings in institutional distribution have slowed due to fund mergers and ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025  |  NEWS
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025  |  NEWS
... consulting, fund manager research, and financial planning, Currie adds depth to Ascalon's capability in supporting Private Wealth, Institutional, and Family Office clients. Before his four years at Zenith as an investment consultant, Currie also ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025  |  NEWS
... investment Douglas Isles and head of institutional distribution Charlie Brooks have both exited the business, along with private wealth strategic account manager Michael Rockliff. Isles, a longstanding member of the firm's management committee, will ...

LGT Crestone promotes investment duo

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025  |  NEWS
... within its chief investment office, strengthening its asset allocation and capital markets leadership. Firstly, the private wealth firm has promoted Matthew Tan to head of asset allocation, acknowledging his significant contribution to the firm's ...

Green moves: Australian Shareholders' Association, Cbus

ELIZABETH FRY  |  TUESDAY, 24 JUN 2025  |  NEWS
... part of the institutional and corporate team, and at Macquarie Group, where she worked in the professional and private wealth sectors. In addition to her new role at ASA, Kulakoff is a director and co-founder of Generation Fuel, a company focused on ...

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
Viola Private Wealth and Aura Group have appointed new operating leads, while MA Asset Management's COO has headed out the door. Aura Group has named Nathan Harris as its new chief operating officer as the firm continues to expand in the private ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025  |  NEWS
... including GQG Partners, Magellan Asset Management, and Ankura Capital. In the new role, Flygare will consult to private wealth, family office, institutional and endowment clients. Noting that the advice market continues to evolve, Hawke said Ascalon ...

Evidentia announces two new starters

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025  |  NEWS
... attracting the most talented professionals in the industry to continually enhance our service and advice to our partner Private Wealth firms." A second starter, Pierre-Hedzer Marchi,has also joined as head of quantitative Investments.He held a similar ...