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Showing 1851 - 1860 of 9279 results for "wealth"

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices ...

UBS, CBRE launch global property model

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
... with an actively managed portfolio of global listed property securities in the local market with seed capital from private wealth firm Emanuel Whybourne & Loehr (EWL). The strategy uses CBRE's proprietary multi-step investment process to identify 25-45 ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Addressing the crowd at BlackRock's flagship iShares ETF event in Sydney yesterday, BlackRock director, US wealth advisory equity pillar Katie Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive ...

NAB to wind up custody business

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2022
... Energy Super and Suncorp's superannuation business. It's also custodian for Equipsuper, Guild Group and Crescent Wealth, as well as Mason Stevens, Fiducian and the University of Sydney. It previously held several other super fund mandates, but ...

Zurich Australia appoints investment chief

ANDREW MCKEAN  |  WEDNESDAY, 16 NOV 2022
... head of savings and investments, having held this position since March 2018. A spokesperson for Zurich said: "He brings a wealth of financial market knowledge and experience to the role having worked as a senior economist for the NSW Treasury, Deutsche ...

Durack returns to Schroders

CHLOE WALKER  |  WEDNESDAY, 16 NOV 2022
... said. "I am pleased to welcome Chris Durack back to the Schroders family. With a decade long tenure at Schroders and a wealth of industry knowledge, Chris is ideally placed to lead the Asia Pacific region and ensure the ongoing success of our business." ...

Janus Henderson announces board changes

CHLOE WALKER  |  WEDNESDAY, 16 NOV 2022
... success." Gillingwater said: "We are thrilled that John is taking on this critical role. His breadth and depth of experience, wealth of leadership, and understanding of the industry makes him the ideal person to lead Janus Henderson into its next growth ...

Collimate deal nearly over the line

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
... post-completion of the Collimate real estate and international equity deal, there will be a renewed focus for AMP as a leading wealth management and banking business in Australia and New Zealand. "We have built strong momentum on the transformation of ...

Praemium expands executive team

JAMIE WILLIAMSON  |  TUESDAY, 15 NOV 2022
... the newly created role "recognises Praemium's opportunity to full capitalise on the current market dynamics within the wealth platform and non-custodial administration market segment." "With a comprehensive, fully integrated technology solution, Praemium ...