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Showing 1 - 10 of 3000 results for "Wealth Management"

Schroders chief flags retirement

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
... become a global, diversified active investor across both public and private markets, as well as a leader in UK wealth management, more than doubling assets under management to over £750 billion," she said. "Peter is a visionary in the asset management ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... provide advice without the proper qualifications. Adele Baaini, while working as a representative for licensee AAN Wealth Management, has been banned from entering financial services. ASIC's investigation found that she rendered personal advice to 121 ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... Management, Real Asset Management, IJ Capital, and Markuan Management which offer an array of SIV-compliant products. Wealth management firms such as Ord Minnett have a dedicated unit servicing this client base. KPMG Asia Pacific immigration leader Mark ...

AMP North adviser inflows rise 22%

ANDREW MCKEAN  |  THURSDAY, 18 APR 2024
... in Q1 2024. However, pension payments increased to $500 million from $392 million year-over-year, which the wealth management firm said reflected the increase to minimum drawdown limits from July 2023. The positive net cashflows, along with stronger ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
... advice after selling its stake in Centrepoint for $15.2 million back in November last year and aiming to exit wealth management with the sale of ClearView Investment Management to Human Financial which is expected to be complete in 1H FY25. Despite exiting ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... organisations. GBST also renewed a five-year contract with an Australian Tier 1 financial services organisation for its wealth management administration platform, Composer. Practifi chief executive Adrian Johnstone told Financial Standard that the company ...

Apostle Funds Management welcomes new head of wholesale

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... venture capital, timberland, and global equities. James brings over 25 years' experience in the investment and wealth management industry along with expertise across distribution, marketing, and client services. He was most recently general manager ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Wealth management software business GBST has collaborated with Luna Partners to create a technology platform that connects investors and managers to the wholesale private equity market. The cloud-based SaaS platform will open investment opportunities ...
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