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Showing 1221 - 1230 of 3363 results for "Wealth management"

MGP board director resigns

JAMIE WILLIAMSON  |  TUESDAY, 25 SEP 2018
... contribution in consolidating the firm's growth position, stating that Peterson added to the "transformation of the wealth management market as one of the early managed accounts platform pioneers." "We thank Colin for his contribution and look forward ...

Family office invests in absolute return fund

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... Friday, Singapore family office BMFA Group has committed to invest $34 million in this fund. BMFA Group offers wealth management, estate planning, insurance, and capital funding and commercial loans to high-net-worth (HNW) executives, professionals and ...

Powerwrap appoints head of operations

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... clients. Bringing about 20 years' experience in financial services, Hartnett's knowledge of the Australian private wealth management industry adds further strength to the management team, Powerwrap chief executive Will Davidson said. "Andrew is a highly ...

AFA launches consumer advice expo

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... hear from informed speakers and have the opportunity to meet financial services experts, as well as engage with wealth management tools. Bineham said the AFA is proud to be partnering with Pinstripe Media for what it hopes will become an annual event. ...

Fintech specialist joins platform provider

JAMIE WILLIAMSON  |  TUESDAY, 18 SEP 2018
... said. "Being responsible for developing our IT strategy, Mahoney and his team will implement a next generation wealth management platform for our advisers and their clients," Handley said. Mahoney is a former head of digital transformation and business ...

IOOF offloads corporate trust business

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... trust services to the financial services industry is a specialist area that sits outside IOOF's advice-lead wealth management focus and is a stronger strategic fit with Sargon." The AET private trust business, which IOOF is retaining, provides private ...

ClearView breached anti-hawking law 300k times

KARREN VERGARA  |  MONDAY, 10 SEP 2018
... supplied by Bupa (ClearView is the result of the 2010 acquisition of Bupa Australia's life insurance and wealth management businesses by MMC Contrarian). Additional phone calls were made by ClearView using customer contact information it bought from ...

Netwealth doubles market share

DARREN SNYDER  |  MONDAY, 3 SEP 2018
... "leading platform provider for advisers and clients." "We are experiencing significant structural changes in the wealth management industry in Australia. Many of these changes are benefiting Netwealth and will continue to accelerate as many institutions ...

Former Mercer director joins MGP

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... and fund managers looking to future proof their business models and operations as the shift to non-unitised wealth management services continues, he added. MGP also recently appointed a new chief financial officer in Mark Pozzi. Pozzi joined from Tigerair ...

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
... closure of UBS' robo-advice offering in the United Kingdom, robo-advice is here to stay. According to GlobalData wealth management analyst Sergel Woldemichael, the high-profile shuttering of the giant's UK robo platform means little for the future of ...