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Showing 151 - 160 of 616 results for "Wealth manager"

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
The wealth industry is on the cusp of evolution, with predictions APAC and North America will drive around 80% of worldwide new wealth creation until 2026. According to a report published by Oliver Wyman and Morgan Stanley, leading firms that are accelerating ...

AMP wants life insurance caps raised, fees lowered

CASSANDRA BALDINI  |  MONDAY, 27 JUN 2022
... and caps placed on financial advisers, warning the current climate will lead to an underinsured population. The wealth manager picked at old wounds in its submission to the treasury review, arguing increased costs brought on by the Future of Financial ...

Apex Group wins fund admin mandate

CASSANDRA BALDINI  |  FRIDAY, 24 JUN 2022
Apex Group has announced its appointment by Octopus Investments Australia to service its funds structured around renewables investments. The global financial services provider will deliver Octopus Australia with fund administration, investor onboarding ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
Ord Minnett has announced its expansion into Western Australia with the launch of its first Perth office. After acquiring EL & C Baillieu in November 2020, the wealth management group said it was the combination of both businesses that strengthened ...

Lumiant receives $3m investment from US wealth manager

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
Lumiant announced it secured a $3 million investment to support its expansion into the US from Savant Wealth Management. Lumiant launched in the US just last month and aims to use its new resources to bankroll rapid expansion in the country. Its chief ...

APAC market to reach $811.5bn by 2030

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
An Allied Market Research report has projected the Asia Pacific wealth management market to reach $811.5 billion by 2030. The Asia Pacific wealth management market size was $247.9 billion in 2020 and forecasts indicate a compound annual growth rate ...

HSBC hires from Antarctica Asset Management

CHLOE WALKER  |  TUESDAY, 31 MAY 2022
... will help boost our wealth proposition for our WPB clients, as we realise our ambition of becoming Asia's leading wealth manager."

Natixis appoints to management committee

CHLOE WALKER  |  TUESDAY, 24 MAY 2022
... "Our 2024 Strategic Plan established a clear vision for us to become the world's most client-centric asset and wealth manager, with goals to diversify our business for the benefit of our clients and become a thought leader in ESG and impact investing." ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
The private wealth manager has sold a minority stake to Emigrant Partners as part of a broader strategy that will see Koda Capital make its own acquisitions. Emigrant Partners is now a minority strategic investor in the HNW firm, adding Koda Capital ...

NFP funds dominate retiree super: Research

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
The world of retiree super - traditionally the domain of retail funds - is now overwhelmingly controlled by the not-for-profit sector, new research shows. About 60% of all retiree superannuation savings is now held in NFP funds, Rainmaker analysis of ...