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Showing 161 - 170 of 356 results for "Wealth Management business"

UBS restructures global wealth arms

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
... Zeltner, who will step down from the group executive board at year-end. Zeltner was responsible for the wealth management business of UBS outside of North America and a board member for the past nine years. During that time, he helped reposition the ...

Aviva wholesale sales head departs

ALEX BURKE  |  FRIDAY, 12 JAN 2018
... replacement. Karl Linder joined Aviva in 2015 and was responsible for building out the firm's wholesale wealth management business. Prior to that, he was an adviser at Think Financial Planning and a national account manager at Perpetual. Speaking to ...

YBR partners with top fintech

KARREN VERGARA  |  FRIDAY, 8 DEC 2017
... recovered from a $9.5 million loss in FY16 to report a $1.2 million profit in the 12 months to June. Its wealth management business reported a 105% increase in underlying funds under management to $1.5 billion.

The next generation of bancassurance

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... solutions. This shift presented a significant opportunity for IOOF recently, acquiring part of ANZ's wealth management business. Under the agreement, one such strategic partnership was struck - a 20-year alliance by which IOOF will distribute wealth ...

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
... distribution Mark Smith said the firm is "proud to be working with such a respected and progressive wealth management business." "The team at Quill have long recognised the benefits of managed accounts in delivering not only some great outcomes for their ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... collective capabilities to develop and offer and end-to-end suite of solutions across a broader set of wealth management business models," Alcock said.

CBA mulls CFSGAM IPO, head of wealth departs

KARREN VERGARA  |  THURSDAY, 21 SEP 2017
Commonwealth Bank announced its asset management arm, Colonial First State Global Asset Management, is undergoing a strategic review and could potentially list as a public company. CFSGAM, with $219 billion in assets under management, has "achieved ...

Citi expands Australian wealth business

KARREN VERGARA  |  TUESDAY, 5 SEP 2017
Citi will treble its Australian wealth management business by 2020, announcing plans to rapidly expand its client base and increase staff by more than 100 over the next three years. The firm is focusing on meeting the needs of Australia's rapidly growing ...

Insto exodus fuelling HUB24 growth

ALEX BURKE  |  MONDAY, 28 AUG 2017
... growing market share "in an environment where the dominant incumbent participants are rethinking their wealth management business models and their industry participation." Specifically, they highlighted the new practices coming over to wealth management ...

AMP prioritises reinsurance, grows advice arm

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
... $12 to $16 million in revenue, Meller said by way of example, adding it's a viable way to grow the wealth management business and earn a larger share of revenue. The advice arm, which includes AMP Advice and AMP Financial Planning, reported a 99% retention ...