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

NAB Private Wealth enhances JBWere offering through partnership with BlackRock’s Aladdin Wealth

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In a first for Australia’s banking and wealth management industries, NAB Private Wealth has entered a partnership with global asset manager BlackRock and its Aladdin Wealth platform. This partnership will... Read more continue reading

T. Rowe Price’s inaugural Global Retirement Survey finds one-third of savers expect to work in retirement

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T. Rowe Price, a global asset management firm and a leader in retirement, today announced the findings from its inaugural Global Retirement Savers Study, revealing that nearly 34% of retirement savers worldwide expect to work at least part-time after retiring. This expectation... Read more continue reading

AMP launches Constructor Series in partnership with Dimensional and SouthPeak

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AMP has announced the launch of its Constructor Series, a new suite of investment solutions designed to deliver diversified, differentiated strategies for financial advisors and their clients. Traditionally only available... Read more continue reading

Rise of the institutional family office forces wealth managers to lift their game

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Family offices are transforming into global, multi-generational investment powerhouses, and wealth managers must evolve just as quickly if they want to stay relevant, Theone Star, head of private wealth at... Read more continue reading

EWM accelerates super firm journey with three acquisitions and two mergers

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Multidisciplinary financial advice business, Eureka Whittaker Macnaught, has announced plans to become a super firm, with the imminent completion of three new acquisitions to boost the group’s annual revenue to... Read more continue reading

Weekly economic and market update – week ending 5 December, 2025

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Investment markets and key developments Global shares saw modest gains over the last week, as the markets digested the rebound from November’s low but with optimism about a Fed rate... Read more continue reading

8 years of top ratings: PAN-Tribal Global Equity Fund maintains Zenith’s highest honour

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We are extremely pleased to announce that the PAN-Tribal Global Equity Fund has once again maintained its prestigious Highly Recommended rating from Zenith Investment Partners (Zenith). The global equities market... Read more continue reading