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Showing 91 - 100 of 4937 results for %22wealth management%22

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... Super, the women-focused fund that closed in May 2022 due to its incredibly small size. 9) AMP restructures wealth management, chief exits (May 29) In restructuring its local wealth business, AMP made high-profile Australian Wealth Management (AWM) chief ...

Global fund managers welcome chief executives

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... company for almost 30 years and has held the role since 2017. Maloney also has an impressive track record at the wealth management firm, having served as its chief investment officer for the past four years. Before joining MFS, Maloney worked at Fidelity ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... clients - BNZ's relationship with the new entity is expected to significantly enhance BNZ's ability to meet the wealth management needs of our customers." Reliant on regulatory approvals, the deal is expected to complete in June 2024. NAB executive private ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... 35 to 39 years old also have the same amount invested in MySuper accounts. "Younger investors will need to generate more wealth through superannuation to allow them a comfortable retirement income. While younger investors have the benefit of longer working ...

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
... management, to support them in their strategic ambition to be at the forefront of making private markets more accessible to wealth managers and wholesale investors in Australia." "As wealth creation is increasingly taking place outside the public markets ...

Fidelity retirement specialist exits

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... decision about the end of their career. Dinham's previous role was head of research in Macquarie Bank's wealth management division. Before that, he was the chief investment officer at State Plus and a senior consultant at Russell Investment Group. ...

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... from Washington H. Soul Pattinson, saying that it "materially undervalues" the company's Corporate Trust and Wealth Management divisions. Soul Pattinson, currently Perpetual's largest shareholder, indicated yesterday its intention to explore breaking ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... products to ensure that they can create an open-ended structure with liquidity to meet the needs of private wealth management," he said. Financial advice firm Mackay Private has a 20% allocation to private markets - in the form of private debt, private ...

Perpetual explores split following review

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Perpetual will explore separating its corporate trust and wealth management businesses, aiming to create a more focused asset management business. According to the firm, the separation, currently being assessed by the board, will unlock additional value ...

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
The Newcastle-based group has acquired RI Brighton and Wealth for Life Financial Planning as part of its strategy to become one of the leading financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will ...