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Showing 1031 - 1040 of 3363 results for "Wealth management"

Global manager pushes Australian expansion

ELIZA BAVIN  |  MONDAY, 30 SEP 2019
... performance fees will be taken into account across the equity and credit investments. It is believed Crestone Wealth Management was one of the early backers of the fund, with reports it committed the first $50 million. Hamilton Lane entered Australia ...

Put risk on the super comparison table: AMP

HARRISON WORLEY  |  THURSDAY, 26 SEP 2019
... needs to be on the table to ensure consumers compare apples with apples. Chief executive of AMP's Australian wealth management division Alex Wade has warned the prudential regulator of the enormity of its traffic light rating system for superannuation ...

IOOF completes Ord Minnett sale

JAMIE WILLIAMSON  |  TUESDAY, 24 SEP 2019
... opportunity for IOOF to divest its holding in Ord Minnett as we recalibrate our business and focus on our core wealth management capabilities." "We are committed to our advice-led strategy and are investing in client-focused initiatives, such as Client ...

Former Challenger exec joins EQT super board

HARRISON WORLEY  |  WEDNESDAY, 18 SEP 2019
... 12 year stint on the board of Macular Disease Foundation Australia. However, it's his vast experience across wealth management that may prove most valuable to EQT's super board. Rogan served Challenger for almost 12 years across a wide array of roles ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... time that it viewed divesting Ord Minnett as an opportunity to recalibrate its business to focus on its core wealth management capabilities. CommSec Advisory has about 18 financial planners in Australia and approximately $4 billion in funds under advice. ...

AMP advisers prepare for battle

JAMIE WILLIAMSON  |  FRIDAY, 13 SEP 2019
... exercising the BOLR provision came on August 8 as part of the group's annual results. AMP's head of wealth management Alex Wade later told Financial Standard the AMPFPA had been consulted on the group's new strategy and received ample notice ...

Wealth manager awards tech mandate

JAMIE WILLIAMSON  |  TUESDAY, 10 SEP 2019
Pitcher Partners Sydney Wealth Management has enlisted a technology specialist to enhance its operations. Technology and business processing provider Integrated Portfolio Solutions has been selected to provide portfolio administration services to Pitcher ...

ClearView ramps up risk, compliance

ELIZABETH MCARTHUR  |  FRIDAY, 6 SEP 2019
... management functions. He will be involved in a new technology strategy for the company, enhanced life insurance and wealth management offerings and a financial advice strategy. ClearView managing director Simon Swanson said: "Greg is an experienced professional ...

MLC Wealth appoints chief operating officer

KRISTI CHENG  |  FRIDAY, 30 AUG 2019
... Morgan joins MLC Wealth from CBA, where he has worked for nine years, most recently as chief financial officer of wealth management. Prior to CBA, Morgan worked at Perpetual as a general manager of trust and fund services. He was also chief executive ...

YBR to remediate wealth clients

KARREN VERGARA  |  FRIDAY, 30 AUG 2019
... made a net loss after tax of $37.39 million for FY19, the majority of which ($33.95m) came write downs of the wealth management and lending businesses. In May, chair Mark Bouris announced the wealth business restructure will result in job cuts; Frank ...