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Showing 31 - 40 of 3004 results for "Wealth Management"

Perpetual profit, operating revenue lifts

ANDREW MCKEAN  |  THURSDAY, 29 FEB 2024
... reached $98.2 million, 46% higher than the prior corresponding period because of the acquisition and higher wealth management earnings. Operating revenue for the half year was $657.8 million, an increase of 69% on 1H23, thanks to Pendal Group's full ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... investment solutions at Eviser. Before joining Morningstar, Bradley spent over five years as a consultant to wealth management and institutional businesses. As for non-executive roles, Bradley sits on the board of CIMA Society of Australia and is a member ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... development to fully harness its capabilities, adding ongoing investment and innovation were key. As such, the wealth management administrator said this upgrade will equip users with multi-entity scenario modelling, offering increased flexibility in ...

Centric hires chief client officer

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... Centric's relationships with its clients and improve their overall experience. Centric is a Sydney-based wealth management platform and products designed to address Australia's "fractured fintech ecosystem". It is owned by Findex. Morris joins ...

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... in the last financial year. Its net profit after tax was up 16% year on year to $2.2 million. Prime operates wealth management, capital and corporate advisory, accounting, and business advisory, and SMSF business units. Altor director and head of distribution ...

Grok Ventures appoints new chief executive

RACHEL ALEMBAKIS  |  FRIDAY, 9 FEB 2024
... Kwong-Law will remain as chief investment officer. Kueh has more than 20 years' experience in asset management, wealth management and investment banking, at one point spending 10 years with Macquarie establishing their early business in the US and ...

Brighter Super adds head of product

ELIZABETH FRY  |  FRIDAY, 9 FEB 2024
... to market and creating a premium client and adviser servicing model. Other previous positions include head of wealth management products at ClearView Wealth and an operations manager at IOOF.

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... which is now part of Insignia. Hartley was most recently chief executive of AMP's short-lived Australian Wealth Management business, which was dissolved into the wider business in May last year. Just months after taking on the role, he famously made ...

Novigi completes QMV Solutions deal

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2024
... Vanguard Super. It said 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. The deal also includes QMV Legal, which provides ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... portfolios tailored to the specific goals and risk tolerance of our clients. Our advisers are dedicated to devising wealth management plans and investment strategies to enhance financial wellbeing," Euroz Hartleys head of advice Amanda Boyce said. "The ...