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Showing 1191 - 1200 of 2812 results for "Advisory"

Imminent launch for start-up super fund

KARREN VERGARA  |  FRIDAY, 2 AUG 2019
... former BT Financial Group and Bravura Solutions executive, helped set up Tomorrow Super in March 2016. A newly formed advisory board recently joined Hall to help launch the fund in terms of building the technology and capital raising. The board, comprising ...

Willis Towers Watson buys Aussie broker

KRISTI CHENG  |  FRIDAY, 2 AUG 2019
Global advisory Willis Towers Watson has acquired Risk Capital Advisors (RCA), a specialist mergers and acquisitions broker in Australia, New Zealand, and South Africa. The acquisition is effective immediately, enhancing WTW's offering to clients in ...

Financial services boom rolls on

KARREN VERGARA  |  WEDNESDAY, 31 JUL 2019
... in insurance and superannuation; and 30% are employed in auxiliary services such as trustee, investment management or advisory services and mortgage broking. The report also found that financial services pays well above average wages - 34% more in total ...

Asset manager implements advisory board

HARRISON WORLEY  |  MONDAY, 29 JUL 2019
A $2.2 billion privately-owned wealth and asset manager installed an advisory board in an effort to improve decision making. Elston Group has implemented a new advisory board, appointing former long-time JB Were and Goldman Sachs/JB Were managing director ...

AMP Capital revamps ethical super funds

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 JUL 2019
... series of updates to its ethical superannuation funds - including a new name, enhanced screens and an industry-first advisory committee. Previously known as the AMP Capital Responsible Investments Leaders funds, the funds will now be known as AMP Capital ...

Legg Mason affiliate appoints executives

KRISTI CHENG  |  TUESDAY, 23 JUL 2019
... of the Melbourne-based client service and marketing team. He retains responsibilities for growing Western Asset's sub-advisory relationships within Australia and New Zealand.

Global manager hires from Magellan

KANIKA SOOD  |  TUESDAY, 23 JUL 2019
... its international equities strategies, according to the latest Rainmaker Mandate Chaser report. GQG had $35 billion of advisory and discretionary assets worldwide, including more than $3 billion from 30 institutional investors in Australasia. On the ...

Portfolio manager caught out faking returns

KANIKA SOOD  |  FRIDAY, 19 JUL 2019
... portfolio manager and trader Swapnil Rege was employed by a company referred to as Fund Adviser which provided investment advisory services to private funds including a USD $376 million fund where Rege was one of the many portfolio managers. Rege mispriced ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... household assets enrolled and a 37% rise in new-to-Schwab household enrolments. Client assets managed by Schwab's digital advisory solutions in total came to US $41 billion this year, up 23% year-on-year. The Schwab Intelligent Portfolios Premium offers ...

New strategic advisory lead at Willis Towers Watson

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
Willis Towers Watson announced a new head of strategic advisory, investments. Jessica Melville steps up to the position after 10 years with the firm, joining in 2008 as an analyst. Prior to joining Willis Towers Watson, Melville worked as an investment ...