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Showing 1291 - 1300 of 9279 results for "wealth"

AMP reports boost in IFA flows, mulls advice unit options

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... to seek alternatives for its advice unit as it reports another loss. In the first half of the 2024 financial year, the wealth firm recorded a 33% year on year jump in IFA flows into its flagship North platform. North's managed portfolios reached ...

New chair for iExtend

CHLOE WALKER  |  WEDNESDAY, 14 FEB 2024
... Sentient Group manages capital for institutional investors such as endowments, family offices, pension funds, sovereign wealth funds and insurance companies in the USA, Europe and the Middle East. In 2017, he retired from The Sentient Group to establish ...

Jailed adviser permanently banned by ASIC

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
... money to feed his gambling habit. At the time, he was sole director and shareholder of Platinum Perpetual Global Private Wealth. In September 2019, the firm's AFSL was cancelled in September 2019 after he was charged over the conduct by Western Australia ...

Too many Aussies eligible for wholesale products: FSC

ANDREW MCKEAN  |  TUESDAY, 13 FEB 2024
... Accordingly, the research, undertaken by PwC and Data Analysis Australia, called for a review of wholesale investor "individual wealth test" thresholds - net assets of $2.5 million or gross income of $250,000 per year in the last two years - which haven't ...

Barings builds out local team

ELIZABETH FRY  |  MONDAY, 12 FEB 2024
Barings has beefed up its Australian team with the appointment of a head of wealth distribution. The US$351 billion investment manager has appointed Jonathan Baird as head of Australia wealth distribution. Baird joins from Income Asset Management Group ...

Centric hires chief client officer

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... strengthen Centric's relationships with its clients and improve their overall experience. Centric is a Sydney-based wealth management platform and products designed to address Australia's "fractured fintech ecosystem". It is owned by Findex. ...

SMC finds $38k nest egg boost for working mums

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... average underage worker. The government should also recognise the unique cultural perspectives of First Nations peoples on wealth, sharing, and relationships, which are critical to improved access of beneficiaries to super by amending the Superannuation ...

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... organic and inorganic activity, enhancing our capability across Advice, capital and asset management for our business and wealth segment clients." Prime recorded 28% growth in revenue of $33.7 million in the last financial year. Its net profit after ...

Grok Ventures appoints new chief executive

RACHEL ALEMBAKIS  |  FRIDAY, 9 FEB 2024
... Jeremy Kwong-Law will remain as chief investment officer. Kueh has more than 20 years' experience in asset management, wealth management and investment banking, at one point spending 10 years with Macquarie establishing their early business in the ...

Brighter Super adds head of product

ELIZABETH FRY  |  FRIDAY, 9 FEB 2024
... products to market and creating a premium client and adviser servicing model. Other previous positions include head of wealth management products at ClearView Wealth and an operations manager at IOOF.