Melbourne
Perpetual acquires boutique wealth advisory firm Jacaranda
Perpetual has acquired Jacaranda Financial Planning, a boutique wealth advisory firm based in Sydney and Melbourne, for an unknown sum.…
netwealth launches managed account service in collaboration with GPS Wealth
netwealth, a Australia-based non-institutional platform provider, has partnered with GPS Wealth to launch its first private label managed account.The deal…
Findex acquires Melbourne-based wealth advisory firms
Findex Group has acquired Melbourne-based private client accounting and wealth advisory firms Martin Goodrich and Associates (MGA) and Goodrich Financial…
Northern Trust establishes asset management sales and client service team in Melbourne office
Northern Trust has established an asset management sales and client servicing team in its Melbourne, Australia, office to offer its…
T. Rowe Price opens new office in Australia
Baltimore-based investment firm T. Rowe Price has expanded its presence in Australia by opening a new office in Melbourne.The new…
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Northern Trust names new Asia-Pacific head of Global Fund Services
Northern Trust has named Peter Jordan as new head of Global Fund Services (GFS) for the Asia-Pacific region.Based in Melbourne,…
OC Funds Management appoints general manager of distribution
Melbourne-based investment manager OC Funds Management has appointed John Clothier general manager of distribution. He will head up and build…
RBC custody arm to shut Melbourne operations; redundancies expected
RBC Investor and Treasury Services, the custody arm of Royal Bank of Canada, has closed its Melbourne operations and relocate…
The lucky country
Successfully powering away from the global financial crisis, the Australian wealth management industry continues to flourish in an economy dominated…
Bennelong Group to foray into Australian wealth management market
Australia-based Bennelong Group, owner of Bennelong Funds Management, has revealed plans to launch a new wealth management and advisory strategy…
BMO Financial expands asset management business into Australia
Canada-based BMO Financial Group has said that it will establish a base for its institutional asset management business in Melbourne,…
Morningstar Australasia appoints new business development manager
Morningstar Australasia has appointed Guy Callaghan as Melbourne-based business development manager to further enhance the firm's sales and client relationship…
Vietnam becoming fit for Australian family offices
The second largest investor in the Vietnamese stock exchange after the Vietnamese government, Dragon Capital, will meet with 25 family…
FTI Consulting Acquires Taylor Woodings
Founded in 1994, Taylor Woodings is a specialist corporate advisory firm focused on corporate recovery, restructuring, advisory and forensic services.…
Australia’s multi-millionaires: Perth and Adelaide outperform the rest
The number of multi-millionaires in Australia increased by 11% between 2007 and 2011, to reach 2,460 at the end of…