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Showing 91 - 100 of 3004 results for "Wealth Management"

LGT seals abrdn wealth business deal

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... in the UK and Jersey in exchange for about $275 million. Under the deal, originally reached in February, LGT Wealth Management has absorbed 140 abrdn employees and $11.7 billion in funds under management. LGT Wealth Management also now has offices in ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... investors, WTW does see potential for growth. "Our goal is to expand the client base, particularly into the NFP and wealth management sectors, with the intention of driving improved scale and performance and lowering fees and costs," he said. "We see ...

Saxo APAC asset management lead exits

KARREN VERGARA  |  MONDAY, 4 SEP 2023
... subsequently assumed by Craig Keary, who resigned this March. Prior to Ignition, Prasad was the director of asset and wealth management at KPMG and senior vice president of growth strategy at Capital Position Venture based in New York. In May, ASIC issued ...

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... expand its footprint in the local retail and superannuation markets. At the time, Chemouny said: "The Australian wealth management industry in particular is highly sophisticated, and IML's views on portfolio construction and risk management align with ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia Wealth Management "to achieve operational and cost synergies", the ASX-listed group said yesterday, as it undergoes liquidation, company deregistration ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... acquisition of three businesses in the 2023 financial year drove a 12% increase in revenue to $15.4 million. MTIS Wealth Management, Investment Strategists Accounting Services and Ralton Asset Management helped boost the ASX-listed group's top line ...

LGT Crestone hires from Future Fund

ELIZABETH FRY  |  MONDAY, 28 AUG 2023
... alongside a highly respected team of investment specialists, particularly during such a pivotal time in private wealth management." The article first appeared in Industry Moves.

Diverger aims to increase profits via scalability

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
... Networking. Further, it established the advice equity partnership model, completing two investments into McGregor Wealth Management Pty Ltd and Atkinson Saynor Private Wealth. Diverger announced a slight increase of 2% on its normalised EBITA which shifted ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... benefits and growth through efficiencies, productivity gains and scale benefits. The full divestment of the wealth management business is still underway. In February, ClearView announced it will sell ClearView Financial Management to Human Financial. ...

Bravura hires global head of product

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... help him identify customer pain points and "how Bravura products can better meet their strategic goals in the wealth management and funds administration space." "Our clients are looking to us to help them drive down costs, reduce complexity and increase ...