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Showing 1751 - 1760 of 9279 results for "wealth"

Barings takes over Gryphon Capital

CHLOE WALKER  |  THURSDAY, 16 MAR 2023
... wholly owned Gryphon Capital Investments (GCI). The deal aims to further accelerate Barings' entry into the Australian wealth market, having established real estate debt operations in the APAC region late last year. It will see Gryphon's $2.6 ...

GBST revamps wealth platform, unveils corporate rebrand

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
Tomorrow, GBST will launch its enhanced SaaS Composer wealth management administration platform and refreshed brand to support a new strategic direction. GBST's upgraded SaaS Composer platform offers organisations a consolidated view of their customers' ...

Wealth managers bracing for compensation claims

CASSANDRA BALDINI  |  WEDNESDAY, 15 MAR 2023
... risk suitability and will lead to tougher regulation, research suggests. New research from Oxford Risk revealed 58% of wealth managers, who collectively manage assets of around $232 billion, believe there will be pressure on them over the next five years ...

Women take the lead in private wealth: KPMG

CHLOE WALKER  |  TUESDAY, 14 MAR 2023
More and more women are stepping into wealth ownership roles in family offices, according to KPMG head of family and private wealth Robyn Langsford. In an exclusive interview with Financial Standard, Langsford said that as women are becoming more likely ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... executive Hugh Humphrey said: "this strategic acquisition clearly positions CountPlus as a major player in the future of wealth management in Australia." "The acquisition is terrific news for CountPlus investors and continues to evidence the disciplined ...

Gender lens approach wins: Steed

CHLOE WALKER  |  FRIDAY, 10 MAR 2023
... delighted about that, but it's also really smart investing." Elsewhere, Steed said she is particularly excited about the gender wealth transfer. She said: "Right now, around a third of global wealth is controlled by women, and expectations are that within ...

US fund manager sets up Sydney shop

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2023
A US private markets firm has established an Australian office, targeting institutional investors, private wealth, and high-net-worth investors. Chicago-based Adams Street has opened an office in Sydney's Quay Quarter Tower, marking its 13 th office ...

Morrison Securities stake to net Sequoia $40m

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2023
Sequoia Financial Group is offloading 80% of Morrison Securities to a digital wealth platform for $40.5 million. The listed wealth group is divesting 80% of its equity interest in the stockbroker to New Quantum Holdings, leaving Sequoia's balance sheet ...

Investment bonds offer refuge amid super changes

ANDREW MCKEAN  |  WEDNESDAY, 8 MAR 2023
... not the purpose of those funds," he said. Meanwhile, from an estate planning perspective, super is often used to transfer wealth to beneficiaries. However, investment bonds offer greater flexibility, as beneficiaries can be dependent or non-dependent ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... (StatePlus) and worked as a lecturer at the University of Western Sydney. He also worked at KPMG as an associate director of wealth management advisory. "I couldn't think of a better job, and it's been an honour to lead the FPA's Policy and Government ...