The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Investment

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

BY ANDREW MCKEAN | WEDNESDAY, 24 APR 2024 12:35PM

To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.

Upgrade your subscription to access this article

And gain access to:

All archived news content
Access to the Financial Standard app
Home page news customisation
Financial Standard 's fortnightly newspaper
25% discount on tickets to networking events

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

Read more: Wealth management, Ernst & Young

VIEW COMMENTS

Related News

►	Perpetual rebuffs Soul Pattinson takeover offer
►	Iress upgrades earnings guidance, accelerates transformation
►	GBST snaps up Advice Intelligence
►	Wealth management ecosystem at critical inflection point: Citi
►	AMP's largest super option yields 9.1% return
►	Monochrome files for first Bitcoin ETF in Australia
►	16% of asset managers to exit by 2027: PwC
►	AFCA outlines systemic issues in wealth management
►	Iress outlines product-led growth strategy
►	Citi awarded custody mandate by Mason Stevens

Editor's Choice

Perennial Partners takes over Australian Unity fund

ANDREW MCKEAN

Perennial Partners has agreed with Australian Unity Funds Management Limited (AUFM) to take over the investment management of the latter's Future of Healthcare Fund.

Platinum's FUM dips below $14bn

KARREN VERGARA

Platinum Investment Management's funds under management took a $1.65 billion hit to end up at $13.5 billion at the end of April.

AMP launches alternative debt fund

ELIZA BAVIN

AMP said the new fund will provide bespoke access to global private debt investments but will only be available to some.

REI Super updates Conservative option

KARREN VERGARA

REI Super is rejigging its Conservative investment option and will change the name to "Growth Plus".

Videos

Brought to you by

An alternative approach

Not too big, not too small

Fixed income: Doing its job

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

Why advisers should consider offering general insurance to HNW clients

I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

READ MORE

David Carney

Director

Aspect Partners Pty Ltd

The role of AI in financial planning: Insights from the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...

READ MORE

Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

Considerations when nominating a charity for your super upon death

There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

READ MORE

Paul Miron

Managing Director

Msquared Capital

The end of free money

With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

MAY

14-15

Featured Profile

MORE PROFILES

Robert De Dominicis

CHIEF EXECUTIVE OFFICER
GBST HOLDINGS LIMITED

It was during a family sojourn to the seaside town of Pescara, Italy, Rob DeDominicis first laid eyes on what would become the harbinger of his future. Andrew McKean writes.

READ MORE