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Showing 1541 - 1550 of 9279 results for "wealth"

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... division, while Deanne Baker will serve as deputy chief investment officer. Previously, Lim served at Morgan Stanley Private Wealth Management Asia for seven years as its co-head of investment management services. Prior to Morgan Stanley, Lim managed ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... matters and $108 million for program costs. Some $704 million of the total customer remediation bill was attributed to other wealth services relating to advice quality, consumer credit insurance products, certain superannuation, and other products. About ...

Vanguard reveals the premier asset class of the last 30 years

ANDREW MCKEAN  |  WEDNESDAY, 9 AUG 2023
... can balance their risk and returns at every stage of their life to achieve their financial goals - from building their wealth all the way through to preserving their savings in retirement. "It's the same philosophy that underpins our Vanguard Super Lifecycle ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
... Advice's new business development director for Asia Pacific. Speirs brings over 25 years' experience in the Australian wealth management industry, the last 16 years being at Bravura. He has also held tenures at Westpac and Macquarie Bank. In his new ...

Hejaz debuts Australia's first Islamic pension product

ANDREW MCKEAN  |  WEDNESDAY, 9 AUG 2023
... the first ever Islamic pension product, alongside a new super offering, advancing its commitment to offer comprehensive wealth services tailored for the Muslim community in Australia. Hejaz Islamic Super and Pension provides growth, balanced, and conservative ...

Sequoia hires chief operating officer

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2023
... Sequoia Financial Group, alongside two other new hires from ASIC and WT Financial Group. Martin Morris will commence as the wealth group's chief operating officer on August 21, bringing more than three decades in financial services. He previously ...

Treasury kicks off managed investment scheme reforms

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... client who invests in a financial product worth $500,000 or more is considered a wholesale investor. Under the individual wealth test, a person who has net assets of at least $2.5 million or a gross income of at least $250,000 per year in the last two ...

PGIM client group lead in sudden departure

ELIZABETH FRY  |  FRIDAY, 4 AUG 2023
... relationship group for Australia and New Zealand. He replaced Cameron Sinclair, who spent five years in the role before founding wealth management platform tWC Investment Management. In a role that placed an even greater emphasis on institutional relationships ...

Mayfair 101 accuses ASIC of "suspicious" conduct over FOIs

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2023
... Another request sought to access messages between ASIC staff, liquidators and a trustee associated with Mayfair's IPO Wealth entities which Mayfair believes will shed light on why ASIC allegedly refused to acknowledge a serious misreading of data ...

Banking sector fears propel family offices towards metals

CHLOE WALKER  |  FRIDAY, 4 AUG 2023
... new study by Tresor Gold. The research was conducted in April among 100 metals and mining investors working for sovereign wealth funds, pension funds, private equity funds, venture capital funds, and 20 family offices located in Canada, Australia, the ...