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Showing 1111 - 1120 of 9268 results for "Wealth"

UBS institutional client coverage lead departs

ELIZABETH FRY  |  MONDAY, 24 JUN 2024
... Thomas Kaegi. Last month, UBS posted its first quarterly profit since taking over Credit Suisse. Higher revenues at its wealth management business and investment bank drove net profit to US$1.8 billion in the first three months of 2024. Wealth revenues ...

New inspector-general of taxation appointed

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
... Ruth Owen as the new inspector-general of taxation (IGT) for a five-year period commencing on 15 July 2024. Owen brings a wealth of experience in tax, public sector reform, complaints management and dispute resolution, having spent more than 30 years ...

Former AMP advice lead sues The Australian

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
... years before stepping down after his appearance at the Royal Commission, where he apologised to clients on behalf of the wealth giant. He was then replaced by former Credit Suisse Private Banking head of developed and emerging Asia, Alex Wade. Wade then ...

Betashares promotes key sales execs

ELIZABETH FRY  |  FRIDAY, 21 JUN 2024
... its distribution team with two key promotions as it moves to accelerate growth in superannuation, retirement, and retail wealth management. The promotions come just two days after Singapore's state-owned fund Temasek agreed to buy a minority stake ...

Greece taps BlackRock FMA to build sovereign wealth fund

KARREN VERGARA  |  FRIDAY, 21 JUN 2024
Greece will soon launch its inaugural sovereign wealth fund called National Investment Fund with the help of BlackRock's Financial Markets Advisory. Kostis Hatzidakis, Greece's minister of national economy and finance, affirmed the country's ...

Hamilton Lane closes largest raise at $8.4bn

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... diverse group of new and existing investors, including corporate and public pension funds, Taft-Hartley plans, sovereign wealth funds, endowments, foundations, private wealth platforms and other financial institutions from over 30 countries around the ...

GBST, Wipro join forces on holistic administration service

ANDREW MCKEAN  |  WEDNESDAY, 19 JUN 2024
... partnered with Indian technology conglomerate Wipro to deliver end-to-end administration services for superannuation funds and wealth management firms looking to move away from antiquated IT infrastructure. The collaboration combines GBST's Composer ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
Genium Investment Partners won a mandate to provide investment consultancy services to a family-owned wealth advisory firm. Located in Manly, New South Wales, Peer Wealth offers financial and insurance advice, accounting, and mortgage broking services. ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
... management with their clients." Aboud said that while retirement planning has historically focused on helping clients accumulate wealth, as the population lives longer, the retirement journey has evolved. "A new mindset has emerged - one that focuses ...

More Aussies anticipate renting in retirement: Vanguard

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... longer an option," he said. "This is why it's so important that a robust superannuation balance is part of a 'whole of wealth' retirement plan, so Australians can have confidence and security in retirement." Unsurprisingly then, cost of living was cited ...