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Showing 141 - 150 of 2781 results for "GEO"

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
Allianz Retire+ has appointed a national platform and research relationship manager, while also making a raft of high-profile appointments to its Retirement Advisory Board. Joining the Allianz Retire+ team as national platform and research relationship ...

Soros hands the reins to son

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
Billionaire investor and philanthropist George Soros has handed the leadership of his $37 billion empire to his son, Alexander. Specifically, the 37-year-old heir will lead Soros' charitable Open Society Foundations and political action committee ...

UBS completes landmark Credit Suisse acquisition

ANDREW MCKEAN  |  TUESDAY, 13 JUN 2023
Wealth management powerhouse UBS has completed its acquisition of Credit Suisse, marking the end of the largest banking deal since the 2008 Global Financial Crisis. UBS acquired the crisis-stricken Credit Suisse for US$3.2 billion, with support from ...

Former BBY operations lead sentenced

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2023
The former head of operations of collapsed stockbroker BBY was sentenced on three charges of dishonestly obtaining a financial advantage. Between June 2013 and May 2015, while BBY's head of operations, Fiona Mae Bilton deceived St George Bank in related ...

AMP offloads SuperConcepts

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
An investor group comprising private equity firm Pemba Capital Partners and several advice industry executives is buying the SMSF administration business and its SuperMate solution. AMP is selling SuperConcepts to Pemba Capital Partners, which is co-investing ...

NGS Super names chief executive

ELIZABETH FRY  |  WEDNESDAY, 7 JUN 2023
Natalie Previtera has been permanently appointed to the role of chief executive after acting in the role for nearly a year. Her appointment followed the retirement of Laura Wright. Previtera joined the $13 billion asset owner in 2019 and was appointed ...

HNW population sees biggest decline in decade

CHLOE WALKER  |  WEDNESDAY, 7 JUN 2023
The global high-net-worth (HNW) population dropped by 3.3% to 21.7 million in 2022, while the value of its wealth decreased by 3.6% to $124.3 trillion, according to Capgemini's latest World Wealth Report. This drop, stated by the report, is the steepest ...

Geoff Lloyd to chair Stake

ANDREW MCKEAN  |  MONDAY, 5 JUN 2023
Former Perpetual and MLC chief executive Geoff Lloyd has been appointed as chair of Stake. In October 2020, after a two-year tenure at the helm of MLC, Lloyd departed following the company's agreement to be acquired by IOOF. This period also marked ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
There's a mismatch between family offices' top stated purpose of wealth transfer and the processes, governance, and risk management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global ...

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
BT is updating features of its Panorama platform that include improvements to reporting and document-tracking features. The reporting feature introduced last October 2022 will now allow financial advisers generate the same set of reports for potentially ...