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Showing 91 - 100 of 284 results for %22Wealth Management Project%22

Hejaz climbs Islamic fund ladder

KRISTI CHENG  |  THURSDAY, 29 AUG 2019
... Australia's other Islamic investment funds during FY19. It achieved gross returns of 6.82% per annum, while Crescent Wealth generated 4.56% per annum. The Sharia-compliant fund invests across multiple asset classes including domestic and global equities ...

AustralianSuper eyes $1.48bn in Indian infrastructure

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
Australia's largest superannuation fund has signed an agreement with the Indian sovereign wealth fund to invest up to US $1 billion in infrastructure opportunities and is taking a shareholding in the fund manager. AustralianSuper made an initial ...

Super funds can spearhead infrastructure: Expert

HARRISON WORLEY  |  WEDNESDAY, 29 MAY 2019
... it was hard to put a number on it, but noted the decision of Australia's big four banks to jettison their wealth management operations was mathematical. The big banks certainly tried the wealth management and life insurance route, but for various ...

Swiss group acquires stake in local wealth firm

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... more than 30 years, Shaw and Partners has sought to provide clients with the highest-quality investment and wealth management products and advice." The introduction of EFG marks the next stage of Shaw and Partners, he added. "EFG has a deep understanding ...

IRESS reports strong 2018

JAMIE WILLIAMSON  |  FRIDAY, 22 FEB 2019
... Zealand. IRESS cited a number of strategic achievements as key drivers, including significant deliveries to large wealth management and financial advice clients, momentum in lending and increased innovation across the IRESS offering. The Australia and ...

Fiducian acquires Perth financial planning firm

KANIKA SOOD  |  MONDAY, 3 DEC 2018
The ASX-listed wealth and advice business is acquiring a Perth-based financial planning business that advises about $73 million of client money. Fiducian Group is spending $1.66 million on the acquisition component of the deal, funded from cash. Once ...

Future Fund boosts alternatives assets

KARREN VERGARA  |  THURSDAY, 8 NOV 2018
... two new fund managers in a bid to combat the tailwinds coming from the global equities market. Australia's sovereign wealth fund increased its allocation in private equity to 14.1% (FY17: 12%) and alternatives to 15.3% (FY17: 14.8%) over the course ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... objectives, review projections and make choices to optimise retirement outcomes. Members can also receive automated advice for wealth protection, savings and debt management. IRESS managing director, superannuation Jeff Hall said the solution can also ...

Diversity is the answer to war for talent

MICHELLE BALTAZAR  |  FRIDAY, 26 OCT 2018
... this is the first time they've ever heard of unconscious bias," said Turner. Last year, one of the world's largest wealth managers stirred a global debate on gender diversity during its viral #FearlessGirl campaign. At the time the company called ...

UBS shutters UK robo platform

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... the UK in October 2016, making it first available to employees and some clients. Soon after it launched, UBS Wealth Management global head of offering management and advice process management Claudius Sutter said "we don't consider UBS SmartWealth a ...