Private wealth managers bank on CRMBY RUTH LIEW | WEDNESDAY, 30 APR 2008 1:06PMThe need for bigger and better integrated customer management technologies is on the increase as private wealth managers jostle for a bigger share of the high net worth investors market. |
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Australian Unity lashed by ASIC over TMD questionnaire
Australian Unity Funds Management has been told to stop offering its Select Income Fund, with ASIC saying retail clients are unlikely to understand the questionnaire used to determine whether they would be in the target market.
More businesses fold, unpaid super recovery measure to launch
As the number of business insolvencies spike, workers will soon be able to claim unpaid superannuation owed to them by defunct employers.
NZ Super awards mandate to Northern Trust
NZ Super has awarded a mandate to Northern Trust to use its Data Warehouse Solutions offering.
Sequoia chief learns his fate at EGM
Sequoia chief executive Garry Crole has managed to hold onto his position after shareholders voted to keep him in the top spot at an extraordinary general meeting.
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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.
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 ...
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
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Jason Huljich
JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
