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Showing 1371 - 1380 of 9279 results for "wealth"

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ...

Former Schroders executive enters VC space

ELIZABETH FRY  |  FRIDAY, 1 DEC 2023
... the investor has seen significant commitment from more than 30 large institutional asset owners, including 12 sovereign wealth funds and government investors. Earlier this year, Antler announced the successful closure of the $425 million Global Elevate ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... worried about different risks than multigenerational billionaires," the report said. The report found 66% of first-generation wealth creators were concerned about a potential US recession and 62% about geopolitical tensions. Among the successors, though ...

Macro environment trumps inflation for asset owners: Research

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
The majority of global pension and sovereign wealth funds have shifted their focus from inflation to managing a volatile macroeconomic environment as they attempt to recoup massive losses, a new study shows. The Official Monetary and Financial Institutions ...

Iress upgrades earnings guidance, accelerates transformation

ANDREW MCKEAN  |  THURSDAY, 30 NOV 2023
... positive reception to its strategic changes. Part of the transformation includes the launch of products such as Advisely for wealth management and a cloud-native Iress FIX Hub for trading. Meanwhile, Iress' strategy in the UK has evolved, including a ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... through a research process utilising quantitative and qualitative inputs and insights from over 60 J.P. Morgan Asset and Wealth Management experts.

Buffett outlines plans for Berkshire Hathaway

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... and Peter, are the executors of his will and will be trustees of the charitable trust that will receive nearly all of his wealth. "They were not fully prepared for this awesome responsibility in 2006, but they are now," Buffett said. "In administering ...

AMP selects new chief technology officer

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... reached a settlement with AMP Financial Planning advisers in the long-running Buyer of Last Resort (BOLR) class action. The wealth manager will pay $100 million - an amount double what it initially provisioned. "This is an important step forward for ...

Spatium Capital selects trustee, administrator for small caps fund

CASSANDRA BALDINI  |  TUESDAY, 28 NOV 2023
... growth in the new year," he said. Earlier in the year Spatium Capital received an undisclosed investment from Singaporean wealth manager Conduit Group (Conduit) for its SSCF. SSCF operates as a wholesale unit trust, actively managing a portfolio of approximately ...

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... settle the long-running Buyer of Last Resort (BOLR) class action - an amount double what it initially provisioned. The wealth manager announced this morning it has reached a settlement with AMP Financial Planning advisers in the BOLR class action that ...