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Showing 1281 - 1290 of 3363 results for "Wealth management"

Wealth firms merge for growth

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
The merger of two Melbourne-based financial services firms has seen the creation of a multi-disciplinary wealth management business. Morrows and MSI Ragg Weir have entered into a strategic merger, with all MSI Ragg Weir employees offered roles within ...

Aussie funds to access Asian markets

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... open up Asian markets for Australian financial services companies. The legislation was tabled in late March. Wealth management industry data manager APIR Systems welcomed the development. "The ARFP is an opportunity for Australian fund managers to expand ...

ABA appoints deputy chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... chair. David will bring a wealth of experience to the role. With more than 25 years' experience in banking, wealth management and life insurance he is well qualified to perform this important leadership and advocacy role on behalf of the industry," ABA ...

Allianz Retire+ announces leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... Wortley as head of distribution. She was most recently vice president and account manager on the PIMCO Global Wealth Management team and has previously held roles with Zurich Investment Services and Equity Trustees. Former Macquarie Group head of commercial ...

Software provider wins European asset management mandate

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
A European asset management giant has signed a long-term contract with an ASX-listed wealth management and funds administration software provider. Legal and General Unit Trust Mangers (UTM), has signed a long-term contract with Bravura Solutions, with ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
Shaw and Partners, an investment and wealth management firm with $15 billion in assets under advice, has scrapped current plans for its potential managed accounts partnership with an ASX-listed provider. In its most recent business update, Managed Accounts ...

CBA restructures executive leadership

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... Commonwealth Bank made a raft of changes to its executive lineup following the announcement of plans to demerge its wealth management business. Current chief risk officer David Cohen has been promoted to deputy chief executive, charged with leading the ...

CBA to demerge CFS, mulls further CommInsure sell-off

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
Commonwealth Bank is demerging its wealth management business and undertaking a strategic review of its general insurance arm. Standing as a separately listed wealth management business, CFS Group will comprise Colonial First State, Colonial First State ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... advice is highly valued and appreciated by advisers. John's new role will also allow us to further innovate as a wealth management firm," he said. Bringing more than 18 years' experience in financial services, Fogarty is also the former head of financial ...

Former UBS Wealth boss joins LIC board

KANIKA SOOD  |  FRIDAY, 22 JUN 2018
The $5.5 billion Argo Investments Limited has appointed a former UBS Wealth Management Australia chief executive to its board. Elizabeth Lewin will be a non-executive director on the listed investment company's board (ASX:ARG), starting 1 July 2018. ...