Shaw and Partners bolsters Sydney advisory team

Shaw and Partners hires financial advice

| By Jasmine Siljic |

Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based private wealth advisory team, alongside several financial adviser appointments from Ord Minnett.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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SQM to launch managed account benchmarks

sqm research IMAP managed accounts

| By Laura Dew |

Financial planning

Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due course.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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AZ NGA inks strategic partnership with US investment giant

AZ NGA Oaktree Capital Management fund management financial advice amp

| By Laura Dew |

Financial planning

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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HUB24 deal expedites Reach’s expansion into wealth market

HUB24 platforms financial advisers Alternatives

| By Laura Dew |

Funds management

Reach Alternative Investments CEO, Sam Phillips, says its strategic alliance with HUB24 will “expedite its expansion” into the wealth market as it embarks on discussions on future product launches.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Rhombus Advisory steps out from the shadows of Insignia

insignia financial insignia darren whereat financial advice mergers and acquisitions

| By Jasmine Siljic |

Financial planning

Three months after its separation from Insignia Financial, Rhombus Advisory CEO Darren Whereat has shared how the firm is supporting the growth aspirations of its advice network.

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Jasmine Siljic

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AMP BOLR objectors pin hopes on settlement appeal

amp bolr amp financial planning buyer of last resort

| By Laura Dew |

Financial planning

As the dust settles on the AMP BOLR settlement, Money Management understands several participants are still hopeful of making an appeal for a fairer sum.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Secrets of success: Advice leaders share their tips

amp iress Zurich insignia financial striver

| By Laura Dew |

Features

Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Private wealth firm launched after Pitcher Partners buyout

private wealth Pitcher Partners Sydney

| By Laura Dew |

Financial planning

A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm and run by experienced adviser Charlie Viola.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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PictureWealth CEO on its burgeoning M&A appetite

mergers and acquisitions financial advice M&A

| By Jasmine Siljic |

Financial planning

With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-minded businesses to provide more Australians with advice.

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Jasmine Siljic

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Schroders appoints 2 execs to board

Schroders boards CIO

| By Laura Dew |

Funds management

Schroders has appointed two senior leaders to its board, having appointed a new global CEO earlier this month.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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