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Showing 1641 - 1650 of 9279 results for "wealth"

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... among financial advisers indicates that the benefits applicable to large institutions are equally beneficial for smaller wealth firms. An outsourced CIO can establish robust governance processes, provide daily investment oversight, and access a broader ...

Geoff Lloyd to chair Stake

ANDREW MCKEAN  |  MONDAY, 5 JUN 2023
... to meet the needs of ambitious investors now and in decades to come. "I'm passionate about helping people to grow their wealth, and excited to see the impact I can have as part of the Stake team." Lloyd's appointment comes on the back of a strong year ...

Dexus, Partners Wealth Group airport fund to take off

CHLOE WALKER  |  MONDAY, 5 JUN 2023
Partners Wealth Group has joined forces with Dexus to offer wholesale buyers the opportunity to invest in Melbourne Airport through its new APAC Wholesale Airports Fund. The fund, dubbed WAF, also provides exposure to the Australia Pacific Airports ...

MAX Awards recognises best of the best

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... Standard's Marketing, Advertising and Sales Excellence (MAX) Awards honoured the most influential professionals in the wealth management industry last night. The MAX Awards hosted about 350 people at the glittering Crown and recognised individuals ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected over the next two decades, KPMG said. KPMG family enterprise advisory director Daniel Trimarchi said: "Managing ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
There's a mismatch between family offices' top stated purpose of wealth transfer and the processes, governance, and risk management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global ...

Hejaz backs local Islamic bank

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... Services chief executive Hakan Ozyon said that the investment is in line with the group's ambition to offer a holistic wealth service to Muslim customers in Australia, working in partnership with other Islamic and non-Islamic organisations to give customers ...

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
... chief executive Garry Crole. "In our opinion, the best investment anyone can make is to appoint a financial planner or wealth coach." Established in 2014, PFAN works with the Multiple Sclerosis network throughout Australia, connecting individuals through ...

Italian private credit fund brings unique offering down under

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
... seeing growth in our private market business." Borysiewicz said MLoan has particular appeal to Australia's private wealth market. "Large institutions with big ticket sizes have played in the private credit space for years, domestically and globally ...

4D Infrastructure welcomes new investment director

CASSANDRA BALDINI  |  TUESDAY, 30 MAY 2023
... with Shaw having also previously spent time at RARE Infrastructure. Commenting on the appointment, Shaw said Snelgrove's wealth of experience in listed infrastructure and general market intelligence made him well-suited to the 4D investment team. "Heading ...