La Trobe Financial appoints head of institutional mandatesBY STAFF WRITER | MONDAY, 17 NOV 2014 12:20PMCredit specialist fund manager La Trobe Financial has appointed Martin Barry as vice president, head of institutional mandates and head of the Sydney office. Related News |
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AMP Advice partners with BlackRock and Lonsec
Through the partnership, AMP Advice will introduce a new category of tailored managed portfolio solutions.
Succession planning troubles family offices: J.P. Morgan
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.
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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.
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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 ...
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.
The end of free money
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Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
