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Showing 991 - 1000 of 3363 results for "Wealth management"

JPMorgan Chase reports record profits

ALLY SELBY  |  WEDNESDAY, 15 JAN 2020
... management rose a whopping 19% from the previous year, now with US$2.36 trillion under management. "In asset & wealth management, we grew loans and deposits at a healthy pace, and for the full-year, we brought in record long-term net flows of $100 billion," ...

Crestone bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
Crestone Wealth Management has made eight new appointments, bringing its team to 80. The firm said the hires reaffirm its commitment to high-quality professional advice in the high net worth and ultra-high net worth client segments. Paul Shalhoub, Duane ...

Dixon cuts US property fund value

ELIZA BAVIN  |  TUESDAY, 14 JAN 2020
Dixon Advisory has slashed the value of its US property fund by 30%, in yet another blow to the wealth management firm. The responsible entity for the US Masters Residential Property Fund (URF), Walsh & Company, blamed general weakness in the New York ...

AMP to cull super trustee, five funds

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
Francesco De Ferrari's long touted shake-up of AMP's wealth management business is starting to take shape, with the firm just months away from culling a superannuation trustee and five super funds. Responding to a question on notice from its November ...

FSC, super sector steps up for bushfire affected

HARRISON WORLEY  |  WEDNESDAY, 8 JAN 2020
Major players in the wealth management industry are taking steps to help those affected by the ongoing bushfires, with the crisis also sparking debate over whether early access to superannuation savings should be made available. This week the Financial ...

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
An ASX-listed platform provider has won a mandate from a Melbourne-based private wealth management firm. Wattle Partners Private Wealth Managers has selected Powerwrap to provide its clients with platform administration and reporting services as well ...

Goldman Sachs realigns reporting structure

ALLY SELBY  |  WEDNESDAY, 8 JAN 2020
... will now be released quarterly, include investment banking, global markets, asset management and consumer & wealth management. The new segment's results will be released on January 15, allowing investors and analysts to better compare the global bank ...

YBR exits wealth, sells for $2.5 million

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... decision to exit the management of YBR's wealth business was driven by YBR's recent strategic pivot away from wealth management, in which it lacked scale in an increasingly regulated environment." He added that Sequoia was selected after a long negotiating ...

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
Ord Minnett has confirmed its chief executive has resigned from his role at the helm of the wealth management giant, after leading the firm for 10 years. Tim Gunning joined Ord Minnett in 2009 as chief executive and managing director and was responsible ...

Wealth manager launches new platform

ELIZA BAVIN  |  THURSDAY, 12 DEC 2019
... wealth manager has announced the launch of a new managed fund platform and appointed a custodian. MyState's wealth management business, TPT Wealth, has launched a new platform to provide managed fund investors with national digital services. MyState ...