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Showing 1151 - 1160 of 9270 results for "Wealth"

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... high-net-worth individuals and accredited investors for some time, mass affluent investors, who represent more than 40% of the wealth market globally, haven't traditionally had access to the asset class. However, Capital Group said this combination with ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... retirees look to their fund for guidance around their retirement decisions. TAL general manager of growth, retirement and wealth partnerships Ashton Jones said that by understanding the expectations and concerns of pre-retirees and the realities of those ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and is due to complete by June end. Infocus will pay $2 million for the licensee and platform, using a three-year ...

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... head of research and retirement income is set to leave the business as part of an ongoing wider change. The ASX-listed wealth giant confirmed Matt Olsen will exit at the end of June. In a statement to Financial Standard, a spokesperson for Insignia Financial ...

Plenary Group chair steps down

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
Following its recent partnership with sovereign wealth fund ADQ, Plenary Group is switching out its chair. John O'Rourke is stepping down as chair of Plenary Group, to be succeeded by founder and non-executive director Paul Oppenheim. O'Rourke has served ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... Commonwealth Financial Planning for two years. She also held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive with a proven track record of leading large teams of people, driving transformational change ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... has been a director of Guardian Group Financial Planning since 5 January 2018. Nabi previously worked at Sentinel Private Wealth for more than a year before joining Life Plan FP in 2018. He also worked at Affinia Financial Advisers and My Adviser.

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Portfolios have already moved a greater balance between bonds and equities, the head of UBS global family institutional wealth for APAC LH Koh said. "APAC family offices are keen to add more developed markets fixed income (48%) and developed markets ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... compiled insights from 320 family offices with an average net worth of US$2.6 billion and covering over US$600 billion in wealth, said this trend comes amid a widening gap in stock performance. "Amid rapid technological change, shifting rate expectations ...