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Showing 131 - 140 of 356 results for "Wealth Management business"

Advice group adds general manager

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
... national sales manager at J.P. Morgan Asset Management has taken on a leadership role at a diversified wealth management business. Partners Wealth Group is welcoming Brett Mennie to the role of general manager, wealth. He will be responsible for leading ...

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
A leading wealth management business has commissioned Praemium to deliver its customised portfolio solution. Pitcher Partners' Brisbane office has selected Praemium to provide a new separately managed account service; with Praemium saying the deal gives ...

Bravura raises $165m for GBST bid

KANIKA SOOD  |  FRIDAY, 3 MAY 2019
Bravura Solutions has raised $165 million as it circles financial administration services competitor GBST. Macquarie has underwritten the placement at $5.75 per share for 28.7 million shares to raise the $165 million. This represents a discount of 7.9% ...

Bravura circles competitor

KANIKA SOOD  |  FRIDAY, 12 APR 2019
The wealth management software firm has made a proposal to acquire another ASX-listed fintech that could value the latter at up to $170 million. Bravura Solutions submitted a non-binding indicative proposal to acquire all shares of GBST Holdings for ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... report to Crestone's chief investment officer Scott Haslem. Crestone spun out of UBS Australia's wealth management business in 2016 with about $14 billion in assets under management. It now has 200 employees in total, with 75 investment advisers ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... and outcomes for clients, AMP has built out the executive team charged with overseeing its troubled wealth management business. A third addition to AMP from Credit Suisse, Lakshman Anantakrishnan has been appointed chief investment officer. Joining at ...

Wealth heavyweights join FSC board

HARRISON WORLEY  |  THURSDAY, 4 APR 2019
... guidance and support", during the industry's recent periods of challenge. Wade is currently leading AMP's wealth management business after joining the company in December last year from Credit Suisse's private banking arm. Initially his remit was solely ...

Perfect storm smashes AMP

HARRISON WORLEY  |  THURSDAY, 14 FEB 2019
... upon its wealth operations in 2018, leading to the result. "It'd be fair to say the Australian wealth management business was hit by a perfect storm in 2018," Lefevre said. The wealth manager failed to win any corporate superannuation mandates in ...

Ferrari restructures AMP wealth leadership

HARRISON WORLEY  |  THURSDAY, 7 FEB 2019
... management, I am confident that, under Alex Wade's leadership, we will be able to reinvent our wealth management business to better compete in the new regulatory environment. "I'd like to thank Paul Sainsbury for his ongoing support in establishing ...

HUB24 secures bespoke platform mandate

JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
HUB24 is delivering a custom platform solution to the national adviser network of a 115-year-old wealth management business. Patersons Securities selected HUB24's platform to white label and run alongside its existing in-house platform Accolade. Patersons ...