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Showing 1081 - 1090 of 3363 results for "Wealth management"

IOOF names new chief executive

HARRISON WORLEY  |  TUESDAY, 25 JUN 2019
... managing director on the IOOF board, charging him with a mandate to "reshape" the business within an evolving wealth management environment. Explaining the appointment, IOOF chair Allan Griffiths pointed to Mota's recent record leading the firm ...

FSC adds to board

ELIZABETH MCARTHUR  |  MONDAY, 24 JUN 2019
... initiatives and these skills are highly regarded by the FSC board," Lloyd said. In April, some big names in wealth management joined the FSC board. AMP chief executive, wealth management Alex Wade joined the board along with Challenger chief financial ...

Wealth management investigations spike

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
The corporate regulator's wealth management investigations increased 129% in the year to March 2019, ASIC commissioner John Price said yesterday. In opening comments to a keynote panel discussion at the Governance and Risk Management Forum in Melbourne ...

Aberdeen Standard hires retirement head

HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
... appointing a former Ernst and Young wealth partner as head of retirement. The global asset manager recruited EY wealth management executive Jason Nyilas in April to assist the firm in designing retirement solutions for clients. Nyilas took on the official ...

Westpac names business arm chief executive

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... in March. Guilherme (Guil) Lima joins the Westpac group from HSBC, where he was most recently group head of wealth management for the last two years. He spent a further six years working in executive roles at HSBC's global divisions, including regional ...

Fee discounts harder for active ETFs

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
... advisers with big books of client money choose to go the traditional way - through unlisted trusts. Hamilton Wealth Management, which advises on almost $500 million of client assets, says if an actively-managed fund that it currently uses were to make ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
... "Through our Tasmanian Perpetual Trustees (TPT) brand, we are building a simplified national and highly scalable wealth management business focussed on managed funds and trustee services," Sulicich added. Fiducian head of business development and distribution ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took the decision to pull out 4% of this that was invested ...

Advice group adds general manager

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
... former national sales manager at J.P. Morgan Asset Management has taken on a leadership role at a diversified wealth management business. Partners Wealth Group is welcoming Brett Mennie to the role of general manager, wealth. He will be responsible for ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... Advertising and Sales Excellence (MAX) Awards in Sydney last night, to recognise individuals and organisations in the wealth management industry. In its 24th year, the MAX Awards demonstrated the evolving landscape in financial services, acknowledging ...