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Showing 1201 - 1210 of 3363 results for "Wealth management"

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... at Commonwealth Private, Jones enjoyed stints at Merrill Lynch in the UK, Westpac and Morgan Stanley Private Wealth Management. Similarly, Smith spent considerable time at Merrill Lynch as well as Morgan Stanley, where he was vice president of wealth ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
... Unity Investments' head of investment product and strategy. She has also held senior management roles at UBS Wealth Management, Deutsche AM and Skandia in a career spanning 20 years. Morningstar Investment Management Australia provides discretionary ...

CBA sells CFSGAM, new wealth business chief executive appointed

KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... wealth businesses in June. CBA clarified that CFSGAM will now be excluded from the demerger of the bank's wealth management and mortgage broking businesses. CBA chief executive Matt Comyn said: "CFSGAM is a high quality business that has achieved ...

Super-size me: Latest employment trends

DARREN SNYDER  |  MONDAY, 29 OCT 2018
Wealth management recruiters and their prospective job candidates are beneficiaries of businesses looking to "super-size" roles in digital and customer engagement positions. The 2018 market trends and salary review from Perceptor shows skilled candidates ...

Beware the fintech Ponzi scheme

MICHELLE BALTAZAR  |  FRIDAY, 26 OCT 2018
... away with investors money leading to RMB20 million in losses. Two years later, a non-bank lender called Tenfei Wealth Management went bust with losses of US$400 million owed to 37,000 investors. In 2015, Chinese media reported the largest P2P collapse ...

Asset management business models need a rethink: panel

HARRISON WORLEY  |  FRIDAY, 26 OCT 2018
... blockchain in our industry at the moment," he said. "It's certainly not the panacea." Goffin's comments come as the wealth management industry at large struggles to find business cases strong enough to warrant the application of DLT and blockchain. According ...

Former Olympian to lead investment house

KARREN VERGARA  |  FRIDAY, 26 OCT 2018
... Coombe. Hackett previously held roles at BT Financial Group and Westpac, working in marketing, distribution and wealth management. Generation Development Group acquired Ascalon Capital Managers in late September from Westpac. In offloading GDG, Westpac ...

Wealth group announces new chief executive

DARREN SNYDER  |  THURSDAY, 25 OCT 2018
An ASX-listed wealth management group is welcoming its new chief executive, promoting from within. Yellow Brick Road has appointed Frank Ganis as its leader. He joined YBR as a board member in 2017 and recently stepped into an advisory role. Ganis was ...

AMP divests life business

DARREN SNYDER  |  THURSDAY, 25 OCT 2018
... in 2019, following a $3.3 billion sale of its wealth protection business. It will also divest its New Zealand wealth management and advice businesses via an IPO. The completion of an AMP portfolio review led to the divestments. The buyer of AMP's ...

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... insights that can be of great value to firms as they look to engage the next generation of clients," Macquarie Wealth Management division director Sherise Mercer said. "They have a good understanding of what will resonate with a younger client base and ...