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Showing 1071 - 1080 of 3363 results for "Wealth management"

Coolabah buys retail fund manager stake

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... fixed interest," YBR executive chair Mark Bouris said. "However, given YBR's recent strategic pivot away from wealth management to focus on the mortgage market, it made sense that we exited from this business in a controlled and profitable manner." CCI ...

Aussie HNWIs slip down global rankings

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2019
... the shrinking portfolios, the 2500 HNWIs surveyed from across the globe said their trust and satisfaction in wealth management firms remains steady. However, there are significant opportunities for wealth firms to proactively address rising HNWI expectations ...

New features for My AMP

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
The 650,000 clients using AMP's My AMP wealth management website will now have access to a range of new features. The new features include an interactive goals timeline where clients can identify their goals and source educational materials and access ...

Linda Elkins to depart Colonial First State

KANIKA SOOD  |  MONDAY, 8 JUL 2019
... resigned to replace Paul Howes at KPMG. Elkins has been appointed KPMG's national sector leader - asset and wealth management. She will join the firm effective August 5, taking over the leadership of the asset and wealth management practice from ...

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
... Andrew Russell noted Wilson's "proven track record across a range of industries", including retail banking, wealth management, online broking and ecommerce. Finally, experienced sales professional James Delmar has been appointed chief sales officer. ...

Private wealth firm adds partner

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
... Sydney-based firm more than 10 years ago. Prior to Cardena, McDonald was also a financial adviser at Arrive Wealth Management. Managing director Ray Djani said the appointment aligns with Cardena's overall growth strategy that foresees an increasing ...

Raiz hikes fees for low balances

KARREN VERGARA  |  TUESDAY, 2 JUL 2019
... customers. Funds under management reached $331 million at the end of May 2019. Raiz was named as a finalist in the Wealth Management category at this year's FinTech Australia Finnie Awards.

Advice firm expands to Dubai

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUL 2019
A financial advice firm catering to Australian expats is set to establish a new office in Dubai. Atlas Wealth Management will open a new office in Dubai, located in the Dubai International Finance Centre. The goal of the expansion is for Atlas to provide ...

IOOF divests Ord Minnett stake

KARREN VERGARA  |  THURSDAY, 27 JUN 2019
IOOF is divesting its majority stake in Ord Minnett Holdings to focus on its wealth management capabilities. IOOF announced to shareholders this afternoon it will offload its 70% stake in Ord Minnett to a consortium for $115 million. It expects to make ...

Australian Ethical chief executive to depart

ELIZABETH MCARTHUR  |  WEDNESDAY, 26 JUN 2019
... $600 million to $3.13 billion across super and managed funds. In addition to its ethically driven super and wealth management business, the Australian Ethical Foundation manages the organisation's community grants program and has delivered more than ...