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Showing 151 - 160 of 3356 results for "Wealth management"

Legal costs weigh on AMP profits

JAMIE WILLIAMSON  |  THURSDAY, 7 AUG 2025
... rising 9% to $131 million on the back of solid performance across most of its business units. The New Zealand Wealth Management business saw the biggest jump in underlying profits, up 11.8% to $19 million. This was followed by Platforms which rose 7.4% ...

Linda Elkins joins AMP board, Slattery exits

MICHELLE BALTAZAR  |  THURSDAY, 7 AUG 2025
... and Audit committees. She has also been appointed to the AMP Bank board. Elkins was national leader, asset and wealth management at KPMG, a role she held for six years prior to her retirement as KPMG partner by end of this month. She was previously executive ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... acquiring shares in his own doomed company. Donald James Cuthbertson, the founder and director of Professional Wealth Management (PWM), Professional Wealth Management Services (PWMS) and Professional Wealth Investments (PWI) appeared in the Downing Centre ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
... investment strategy and governance. Lipman founded the business following a management buy-out of Investec Bank's wealth management arm in Australia. "Jason brings both institutional discipline and entrepreneurial experience. He strengthens our capability ...

Insignia accepts CC Capital bid

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
... business, our associated brands including MLC, and our vision to become Australia's leading and most efficient wealth management company by 2030," Insignia chief executive Scott Hartley said. "We are and will continue to be focused on executing against ...

SS&C to take over Calastone for $1.6bn

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... commitment to delivering innovative, scalable solutions to reduce complexity and enhance outcomes for the asset and wealth management industry," he said. Carlyle acquired a majority stake in Calastone in late 2020 but did not disclose the financial terms ...

Perpetual wealth hires sustainability manager

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
Perpetual Wealth Management has recruited a manager to help support the business's responsible investment products and policies. Rachel Phillips brings years of experience in sustainability practices, working most recently with JP Morgan Asset Management ...

James Mawhinney contravened law: Federal Court

KARREN VERGARA  |  FRIDAY, 11 JUL 2025
... brochure as a London-based, Australian-owned investment and corporate advisory group founded in 2009, offering wealth management services involving income-generating investments, pre-IPO opportunities, private equity services and more, for wholesale ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... delivery of sophisticated wealth solutions. Praemium chief executive Anthony Wamsteker said the decision by the wealth management firm to partner with Praemium for administration services underscores the group's leadership position and the strength ...

Insurer names interim chief executive

JAMIE WILLIAMSON  |  THURSDAY, 10 JUL 2025
... he'd spent close to two decades at Macquarie working across technology, product, operations and strategy in wealth management and banking. "The board welcomes David in the role... With a strong track record in technology-enabled transformation, David ...