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Showing 1161 - 1170 of 3363 results for "Wealth management"

HNWs to embrace alternatives in 2019: Fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... alternatives as the Australian listed market faces headwinds. Spire Capital director Dale Holmes said the Australian wealth management industry has enjoyed strong returns over the last 30 years from a domestic listed market and real estate bias, with ...

SMSF expert joins AMP board

HARRISON WORLEY  |  THURSDAY, 31 JAN 2019
... self-managed superannuation industry, and financial services in general. "Andrea's insights into financial advice, wealth management and superannuation will be very valuable to AMP as we continue to simplify and rest of our business." The former ...

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... ASX-listed Yellow Brick Road, a role he took on in September 2016. Prior to that, he was the head of advice and wealth management at Westpac Private Bank for six years. He also spent time at NAB Private Wealth [sic] as the head of financial advice and ...

AMP profits nose dive, dividends hit

KANIKA SOOD  |  FRIDAY, 25 JAN 2019
... are expected to be $220 million. "This comprises around $325 million from the retained businesses (Australian wealth management, AMP Capital, AMP Bank and New Zealand wealth management and advice) and a net operating loss of around $105 million from ...

Wealth group acquires asset manager stake

KARREN VERGARA  |  FRIDAY, 25 JAN 2019
... investment strategist and portfolio manager at Goldman Sachs JB Were Asset Management. Ferres will join Aura's wealth management investment committee. Thomas was previously a director of prime services for APAC at Barclays and worked at UBS and Merrill ...

Wells Fargo AM chief moves to BMO

OSKAH DUNNIN  |  THURSDAY, 24 JAN 2019
... and stewards US$500 billion in assets under management. She will oversee more than US$320 billion at BMO. BMO Wealth Management Group head Joanna Rotenberg thanked Wilson for his service. "He has positioned BMO as a significant global asset manager ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... Services and Research business units, and the Group has considerable market potential, as significant growth in the wealth management industry in Australia provides an ample growth runway for AD Capital," AD Capital chief executive Jonathan Thomas said. ...

Advice firm hires from Macquarie Private Wealth

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
A former division director at Macquarie Private Wealth has joined a Melbourne-based boutique wealth management firm. Paul Grifa is joining Steward Wealth as a director, along with his long-standing assistant Kiera Lecher. He joins the firm's two founding ...

Advice jobs are coming: Recruiter

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... of the Royal Commission. "Another major trend this half will be the continued movement of technically skilled wealth management professionals, such as paraplanners, into lucrative compliance and remediation roles," the Hays report said. "This candidate ...

Industry fund chief executive moves to life insurer

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... longest-standing clients, the insurer said in a statement. Nunn has more than 30 years of industry experience including wealth management (life insurance and retail advice) and banking spread in Australian and Asian markets. He has held roles at NAB ...