Schroders strengthens credit capability with new fund manager 

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Schroders has appointed Chris Walter as fund manager in its fixed income division, effective 6 January 2026, further strengthening its credit capability. Mr Walter brings extensive experience and a strong... Read more continue reading

Praemium acquires Technotia Laboratories to accelerate AI innovation and automation

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Praemium Limited (Praemium), a leading provider of next-generation wealth management solutions, has today announced to the ASX it has entered into a binding agreement to acquire Technotia Laboratories, a specialist... Read more continue reading

Leading managed account providers join forces to better serve the evolving advice landscape

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In a significant development for Australia’s financial advice landscape, Betashares has announced that it will merge its managed accounts division with InvestSense, forming a new business called Trellia Wealth Partners.... Read more continue reading

Australian Ethical appoints Dion Cooney as Equities Trader 

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Australian Ethical Investment has announced the appointment of Dion Cooney to its investment team as an Equities Trader, effective 1 December 2025 Dion brings 25 years of industry experience, including... Read more continue reading

Bell Potter appoints two new state managers

Bell Financial Group Limited (ASX:BFG) has announced the appointment of two private wealth advisers as state managers for the Bell Potter retail advice business. James Trude joins as Bell Potter... Read more continue reading

Stonepeak partners with Equity Trustees as Note Trustee for fixed income offering

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Increased investor demand for predictable income streams at competitive yields has recently seen several listed debt offerings come to the Australian market. New York US-based alternative investor, Stonepeak, has partnered... Read more continue reading

Evidentia Group announces retirement of Nathan Lim after 30-year career 

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Evidentia Group is proud to celebrate the retirement of Nathan Lim, after an impressive 30-year career, shaping investment strategies and driving innovation in financial services. Nathan currently serves as Chief... Read more continue reading

Experienced executive Alexandra Campbell joins NAB Private Wealth and JBWere as Chief Investment Officer

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NAB Private Wealth has strengthened its leadership team with the appointment of experienced investment executive, Alexandra Campbell, as its new Chief Investment Officer. Ms Campbell will lead NAB Private Wealth’s,... Read more continue reading

AZ NGA eyes Northern Beaches expansion with acquisition of Financial Decisions

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Advice platform, AZ NGA has acquired integrated financial planning, accounting and wealth management firm, Financial Decisions, strengthening AZ NGA’s footprint on Sydney’s northern beaches and expanding its capability and capacity... Read more continue reading

Nuveen expands its Global Cities Private Real Estate strategy to Australian wealth investors

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Nuveen, one of the largest asset managers globally with over USD$1.4 trillion AUM, has extended access to its Global Cities REIT strategy to Australian wealth investors. The access comes via... Read more continue reading