High-net-worth (HNW) investors and family offices are sustaining the rising demand for private equity investments, Schroders has unpacked. Private companies’ allure of offering potentially higher ...

Ironbark Investment Partners acquired a Sydney-based family office business at the end of May as it looks to double down on the delivery of high-net-worth (HNW) advice. The firm purchased Mercury ...

Data and technology provider Novigi has acquired Iress’ superannuation consulting and managed services business from Apex Group. This follows Apex’s completion of the acquisition of Iress’ ...

Netwealth’s chair is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position in September this year. The financial services company announced ...

In its quarterly results announced earlier this year, Netwealth’s funds under administration (FUA) rose $2.5 billion, from $101.6 billion in the previous quarter to $104.1 billion as at 31 March ...

Financial advisers are not dissimilar from psychologists during market swings, according to Escala Partners. Amid recent tariff-induced turmoil, the private wealth and investment advisory group ...

Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion in assets under advice. It was ...

Evidentia Group has hired a head of quantitative investments who joins the investment firm from AMP. Pierre-Hedzer Marchi was previously the head of quantitative research at AMP, a role he began in ...

There has been a raft of distribution appointments in the past quarter as fund managers seek to target the wholesale market. In May, Bell Asset Management appointed Andrew Stewart from Allianz Retire+ ...

The former chief executive of stockbroker BBY has been charged with aiding, abetting, counselling or procuring the alleged dishonest conduct of BBY. ASIC alleges that between about 10 June 2014 and ...

Australians are exhibiting higher confidence regarding their retirement than in previous years, State Street Global Advisors (SSGA) has found. The asset manager’s Global Retirement Reality Report, ...

In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy week of announcements from ASIC, with submissions to its public and private markets paper ...