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Showing 11 - 20 of 3004 results for "Wealth Management"

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 ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... mandate wins and lower redemptions," Morningstar said. "Additionally, we anticipate improved flows for both wealth management and corporate trust with stabilising interest rates and potential improvements in macroeconomic conditions. Both businesses ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... responsible for the business bank's platform strategy. She also previously served as chief product owner for wealth management, worked in product development for Macquarie Wrap, and was a product manager in the superannuation business. She's also spent ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... to more Australians." Stafford has over 25 years' financial services experience, spanning superannuation, wealth management, life insurance and advice. She joined HUB24 in 2022 after seven years at MetLife in various senior roles including chief ...

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... ability to run customised reports. He said these features embody what's expected from a modern, well-conceived wealth management platform, all delivered through this SS&C technology. "Before we went out to market, SS&C seemed best positioned to facilitate ...

Investment managers embracing AI: Mercer

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... cited as significant or very significant by 83% of managers. While healthcare (72%), financial services and wealth management (70%), legal services (66%), banking (64%), and insurance (61%) are the next-most-cited areas of opportunity for value creation. ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... and Vanguard Super. QMV Solutions is a complementary business that will deepen its ties to the superannuation, wealth management and related technology sectors as Australia's pool of super savings grows, Priest said at the time. Novigi will engage ...