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Showing 1051 - 1060 of 9268 results for "Wealth"

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
Statton Partners will join Wilsons Advisory Private Wealth division, adding the firm's clients, client assets and advisers to the business. The Statton Partners team will be moving into Wilsons Advisory's Sydney offices in the coming months ...

GSFM appoints key account manager

JAMIE WILLIAMSON  |  THURSDAY, 1 AUG 2024
... performer with a proven track record, and his experience and expertise make him a solid addition to the team. "Lewis brings a wealth of retail distribution experience from his tenure at Macquarie. He is joining the firm at a key time, with plans for ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... the managed accounts industry for the benefit of Australian advisers and their clients," BlackRock Australasia head of wealth Chantal Giles said. "Our newly launched Active Multi-Asset Model Portfolios take a disciplined strategic asset allocation approach ...

AIA Australia names head of wellbeing

MATTHEW WAI  |  THURSDAY, 1 AUG 2024
... (ALUCA). Speaking on the new role, Hartley said she recognises "the importance of early intervention at claim stage and have a wealth of resources and programs through our AIA embrace wellbeing framework to facilitate positive outcomes." AIA chief executive ...

Private capital fundraising remains in the doldrums: Preqin

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... first was the acquisition of PSC Insurance Group by Ardonagh Group for $1.5 billion, followed by Perpetual's hiving off its wealth management unit to KKR at $1.4 billion. APAC venture capital (VC) fundraising also experienced a rebound in the second ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
... when advising clients, focusing on pre-retirees and retirees. Some 30% of males on the other hand are focused on clients' wealth bracket.

Future Fund hires Fortlake investments deputy

ELIZABETH FRY  |  MONDAY, 29 JUL 2024
Australia's sovereign wealth fund has hired Fortlake Asset Management's deputy chief investment officer. Kylie-Anne Richards joined last week, sitting with the Future Fund's dynamic asset allocation team. Richards has served as deputy chief ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. Clime retains Clime Private Wealth and Pro-Active Portfolios, which was Madison's former separately managed accounts (SMA) offer with $190 million of FUM. ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
New research from AMP has revealed Australians' attitudes to intergenerational wealth. The research found half of those under 40 believe they will need to support their parents financially as they age, with children and their parents reluctant to ...

Resolution Life Australasia adds to partnerships, product team

MATTHEW WAI  |  MONDAY, 29 JUL 2024
... position of general counsel and company secretary. She has held similar roles in renowned establishments such as Centric Wealth, Perpetual, and, most recently, Integrity Life. Tim Tez, chief executive of Resolution Life Australia, said: "These new appointments ...