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Showing 41 - 50 of 68 results for "private wealth"

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025  |  NEWS
... and specialist consulting services accelerates, he will play a pivotal role in growing JANA's business with private wealth firms, advisory practices, and family offices. Wilson will focus on enhancing consulting services and delivering tailored investment ...

Future IM/Pact expands partnerships, appoints chair

MATTHEW WAI  |  THURSDAY, 13 MAR 2025  |  NEWS
Future IM/Pact has expanded its private wealth partnerships with the addition of four financial institutions, while also welcoming a new chair of the advisory board. Morgan Stanley, Morgans Financial, Evans & Partners, and Canaccord Genuity have joined ...

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... our clients with the highest standard of investment capabilities and delivers innovative solutions to Australian private wealth investors, and we are confident that Matthew will help advance that goal," he said. Holberton earlier worked for Pinnacle ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
The private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... from strength to strength.," Wilson said on being promoted to the new sales job. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minett.

Green moves: PRI, BlackRock, Rewiring Australia, Future Generation

ROSE MARY PETRASS  |  MONDAY, 24 FEB 2025  |  NEWS
... investment group, has appointed Lee Hopperton as its inaugural chief investment officer. Hopperton was head of private wealth at Perpetual Asset Management, and prior to this worked at Pendal Group, Auscap Asset Management, JP Morgan and Macquarie Ba ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... distribution team and better support its institutional and wholesale marketing efforts. Scott Curtis joins as director for private wealth and family office, based in Sydney. Bringing 10 years of industry experience to the role, he joins from Warakirri ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
... solutions, leading strategy and distribution. Before that, Finnigan served at Nikko Asset Management as head of private wealth and earlier worked as Mason Stevens' director of distribution. "We are thrilled to welcome Naomi to our team. Her extensive ...

Renewable energy company secures $160m from Macquarie

KARREN VERGARA  |  MONDAY, 10 FEB 2025  |  NEWS
... renewable energy and are starting to play a similar anchoring role in newer segments of the energy transition. Private wealth investors are also entering this space, and we see significant potential for this segment to grow in the future." MAM currently ...

Oaktree veteran jumps to Avari

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025  |  NEWS
... acquiring over $700 million of real estate and managing over $300 million in real estate credit with a investor base of private wealth firms, family offices and institutions.