AXA IM Alts, SGCH and NHFIC announce a strategic partnership to deliver affordable homes in Australia 

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AXA IM Alts, a global leader in alternative investments with c. €184 billion (c. A$285 billion) of assets under management[1], has announced a significant commitment on behalf of clients to affordable... Read more continue reading

Mobiquity appoints Kendall Evans and Michael Elphinstone to head up growing APAC financial services arm

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Mobiquity, a digital consultancy that designs and delivers innovative digital products and services for the world’s leading brands, has bolstered its Asia Pacific (APAC) team with the announcement of four... Read more continue reading

New research highlights problematic investor beliefs and behaviour

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Investors are making irrational asset allocation decisions based on inaccurate recollections of past performance, reinforcing the value of professional advice, according to new research by Dr Paul Moran, Founder of... Read more continue reading

Zurich appoints Chief Information Officer

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Zurich Financial Services Australia (Zurich) has announced the appointment of Deepak Budhiraja as Chief Information Officer for Australia and New Zealand. Mr Budhiraja currently serves as Chief Information & Technology... Read more continue reading

Private advisory firm eyes opportunity in the West

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Giles Wales, a boutique strategic, investment and tax advisory firm, has opened a Perth-based office and appointed Katie McDonald CFP as Director of Advisory. For eleven years, Giles Wade has... Read more continue reading

Fortnum launches business optimsation service to aligned and external advisers

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Australian Financial Services Licensee, Fortnum Private Wealth (Fortnum) has launched a Business Optimisation Service (BOS) to help advisers materially improve the quality, profitability and capital value of their businesses. The... Read more continue reading

UBS CBRE launches first Global Property Model on Praemium platform

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UBS Asset Management (UBS) has partnered with CBRE Investment Management, Listed Real Assets LLC, part of CBRE Investment Management (CBRE) to launch a Concentrated Global Property Model on the Praemium... Read more continue reading

ClearView bolsters national underwriting capability

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Experienced senior underwriters, Sheldon Hatzantonis and Daniel Yianakis, have joined listed financial services company, ClearView Wealth Limited, as Principal Underwriters. Based in Sydney, Hatzantonis was previously NSW State Underwriting Manager... Read more continue reading

Openmarkets strengthens focus on B2B client growth with appointment of Rob Forbes as Chief Operating Officer

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Trading and wealth management fintech Openmarkets has appointed Mr Rob Forbes as its new Chief Operating Officer, as part of its strategy to double down on growing its B2B platform... Read more continue reading

Schroders announces leadership changes in Asia Pacific

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Schroders has announced senior leadership appointments in its Asia Pacific business as the Group continues to deliver on its ambitious growth strategy across Asia Pacific. After more than 17 years... Read more continue reading