Viridian has unified its investment capabilities under the Infinity branding, bringing together its asset management and private portfolios under one... Platform provider Praemium has reported solid ...

WT Financial (WTL) has shared the progress of its Hubcos model as they embark on their own acquisition activity and begin contributing positively to the firm’s financial results. In its indicative ...

Private markets manager Reach Alts has appointed a chief operating officer as the firm forecasts strategic alliance with the Australian private wealth market. Steve Beland joins Reach from One ...

The newly-completed acquisition of Oracle Group by Count will form the basis of a new Count Wealth subsidiary. The acquisition of Oracle Group was completed on 20 July, having first been announced in ...

Pengana Capital Group (PCG) executive, Dean Weinbren, has shared what he believes contributed to the fund manager’s rise to $4 billion in assets under management(AUM). Last week, the firm announced it ...

Fiducian Investment Management (FIMS) has entered into a heads of agreement with ASIC and agreed to pay $7.3 million to resolve allegations that it breached its responsible entity duties. ASIC had ...

ASIC has cancelled the AFSL of a managed investment scheme responsible entity following a payment by the Compensation Scheme of Last Resort (CSLR). Queensland-based Australian Fiduciaries received a ...

Two years on from its four-way merger, Esencia Wealth chief executive and co-founder Matt Fenning says the firm is now assessing future expansion opportunities with a five-year goal of increasing its ...

PIMCO has appointed a managing director to its local wealth management office, and across its global offices, bolstering its leadership team with several internal promotions. The fixed income ...

“Everyone sees the opportunity; few have cracked the model” when it comes to targeting high-net-worth (HNW) clients, according to a new wealth management report from consultancy Oliver Wyman. In its ...

Experienced financial services veteran, Geoff Lloyd, has been named as the next chair of Entireti, Australia’s largest advice licensee. He will succeed Ray Miles, founder of Fortnum Private Wealth who ...

Generation Life has launched five investment bond solutions across private markets, geared strategies and global small caps, expanding access to these asset classes for financial advisers and ...