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Showing 1 - 10 of 68 results for "private wealth"

Podcast: A deep-green investing mindset

THE GREENER WAY  |  TUESDAY, 28 APR 2026  |  NEWS
... this episode of The Greener Way, host Michelle Baltazar speaks with financial adviser Alex Jameison of Jamieson Private Wealth about how investors reassess sustainability preferences amid fuel shortages, energy insecurity, and geopolitical shocks. Jamieson ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026  |  NEWS
A specialist in private wealth advice for 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 ...

GESB chief bows out after 10 years

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026  |  NEWS
... management, including eight years at Schroders, where he served most recently as head of portfolio management for the UK private wealth business. Before that, Palmer worked as an asset allocation strategist in the not-for-profit sector. As for Taylor ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026  |  NEWS
... Investment, where he led the national business development team and helped drive the firm's expansion into private wealth and family office channels. He has also held senior roles at Perpetual Investments, Colonial First State, Rabobank, Citigroup ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026  |  NEWS
... In 2010, Lloyd left a leadership position within BT's advice and private banking business to head Perpetual Private Wealth, later becoming Perpetual's chief executive in 2012. He remained in the role until mid-2018 before moving to MLC. He currently ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026  |  NEWS
... made by Federation late last year, as the private equity firm sought to expand its reach with family offices and private wealth managers. At the same time, Federation also appointed Rebecca Thomas as investment director and head of responsible investments ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026  |  NEWS
... associate investment analyst and progressing to investment consultant. He began his career in advice at Garnaut Private Wealth in 2013, holding research and client-facing roles. Cho brings deep experience in multi-asset investment management, portfolio ...

Green moves: AustralianSuper, ART

ELIZABETH FRY  |  TUESDAY, 17 FEB 2026  |  NEWS
... investment strategies to market." Lambert will drive business development across institutional, wholesale, and private wealth segments, working with the leadership team to expand distribution. With 45 years in financial services, Lambert was formerly ...

Ironbark exec finds new gig

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026  |  NEWS
ASX-listed Associate Global Partners has welcomed a head of private wealth and brokers to its distribution team. Scott Baker joins the multi-boutique asset management firm to support growth and deepen relationships with fund manager partners. He works ...

Impact Alpha Partners boosts team ahead of new strategy launch

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026  |  NEWS
... investment strategies to market." Lambert will drive business development across institutional, wholesale, and private wealth segments, working with the leadership team to expand distribution. With 45 years in financial services, Lambert was formerly ...
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