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Showing 1321 - 1330 of 9279 results for "wealth"

UBS welcomes head of wholesale

CHLOE WALKER  |  THURSDAY, 25 JAN 2024
... as we develop our local with global product strategy and strengthen our distribution capabilities in this fast-evolving wealth market," UBS said. Prior to a five-year stint at BNP Paribas, Ngoeun served as senior vice president, strategic accounts at ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... doesn't foresee a rate cut until 2025. Younger advised clients with mortgages are bearing the brunt of rate increases. Your Wealth Hub chief executive and principal financial adviser Gavin Glozier said recalibrating strategies for first-time homebuyers ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... with close to $2 billion in funds under advice has selected JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset allocation, manager selection ...

ISPT fills newly created head of mandates role, announces departures

ANDREW MCKEAN  |  WEDNESDAY, 24 JAN 2024
... Cain previously served as the head of unlisted property at the Future Fund, where he spearheaded the Australian sovereign wealth fund's global real estate investment strategy. Before the Future Fund, which recently reported $272.3 billion in assets under ...

Future Fund soars to $272.3bn

KARREN VERGARA  |  TUESDAY, 23 JAN 2024
Australia's sovereign wealth fund hit $272.3 billion in assets under management, buoyed by an 8% return for the 2023 calendar year. In a performance update, Future Fund chief executive Raphael Arndt said the fund remains resilient amidst the risks ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
New research from Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice. The CFS Empowered Australian report, based on a survey ...

Perpetual Corporate Trust adds staff

ELIZABETH FRY  |  MONDAY, 22 JAN 2024
... primarily with Perpetual Digital - and the recently acquired Laminar Capital - to develop fixed-income solutions for the wealth, asset management and superannuation markets. Perpetual acquired the debt and advisory business last October. The purchase ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... financial advisers seeking to meet their complementary goals of aligning their portfolios with their values and long-term wealth creation. "As part of this trend, we are increasingly seeing investors and their financial advisers build sophisticated ethical ...

Legalsuper investment strategy lead departs

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
... portfolio construction, product offerings and community engagement," he said. "It's all about delivering good health and wealth outcomes rather than focussing on the wealth aspect alone." Fowles said the business is family-owned and operated by exceptional ...

KKR rolls out alternatives education solution

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... a competitive differentiator. However, PwC and McKinsey found just 1.4% of the estimated US$192 trillion in the global wealth sector was allocated to alternatives in 2022. "The knowledge gap around the alternatives landscape has long served as a barrier ...