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Showing 1091 - 1100 of 9273 results for "wealth"

Apex partners with Novigi

KARREN VERGARA  |  TUESDAY, 16 JUL 2024
... development, cloud solutions, and data migration and transition. ​"As the Australian and New Zealand superannuation and wealth sectors continue to experience robust growth, there is an escalating demand for digitised and cost-effective fund administration ...

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... and the managed accounts platform WealthPortal to Infocus for $2 million. It flagged intentions to just focus on private wealth. In late 2021, Clime entered an agreement to combine its separately managed accounts businesses with Ralton Asset Management. ...

Federation AM acquires Homesafe

ELIZA BAVIN  |  MONDAY, 15 JUL 2024
... in the equity release market. Homesafe Solutions was established in 2005 by Peter Szabo and is the provider of Homesafe Wealth Release. Federation teamed up with one of the big four banks to fund the future growth of Homesafe to provide Australians with ...

'Growing revenues, not AUM, is the new name of the game': ISS

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
... "Still others may opt to capture value throughout the value chain, as partners with advice providers or as distributors/wealth managers themselves. And some will leverage technology to shore up their own value chains and also support those of their distribution ...

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
Australia has moved up the ranks in the UBS Global Wealth Report, rising from third place to second in terms of median wealth per adult, sitting just below Luxembourg. In 2023 wealth growth across the world recovered from its 3% contraction the previous ...

Insignia Financial overhauls operating model, executive team

JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2024
... in leading data, AI and digital transformations and I am thrilled to welcome them to Insignia Financial. Each brings a wealth of experience and a strong track record in their respective fields and I am confident, in collaboration with the existing members ...

UK government to establish national wealth fund

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2024
Delivering on a key election promise, the newly installed UK government will launch a National Wealth Fund in the coming days to ramp up private sector investment in infrastructure projects. Announced overnight, the UK Infrastructure Bank and the British ...

Invartis enters Australian market

ELIZA BAVIN  |  WEDNESDAY, 10 JUL 2024
... consulting firm Invartis is expanding into Australia with plans to provide services to support superannuation funds and wealth managers. The new office will be set up in Melbourne and Nigel Jansz has been named as country head - Invartis Australia and ...

GAM launches alternative investments unit

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... sustained growth. "GAM has a 40-year history of providing clients with access to innovative alternative asset classes for wealth and institutional investors," GAM chief executive Elmar Zumbuehl said. "As demand for active portfolio diversification and ...

Stake to operate under its own AFSL

ANDREW MCKEAN  |  MONDAY, 8 JUL 2024
Stake currently provides financial services as an authorised representative of Sanlam Private Wealth and global payments giant Airwallex; both hold an AFSL. But soon, Stake will operate under its own AFSL, offering services as an authorised representative ...