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Showing 171 - 180 of 297 results for "Ultra"

CFA considers AI, robo-advice in exams

KARREN VERGARA | THURSDAY, 4 MAY 2017

... advice product choices. But such tools will unlikely replace engagement with human advisers for institutional investors and ultra-high net worth individuals as these groups of investors, with large portfolios and potentially diverse and complex investment ...

Pengana hires Morningstar manager ahead of merger vote

ALEX BURKE | WEDNESDAY, 3 MAY 2017

Pengana Capital has appointed a new regional distribution manager for Victoria, South Australia, Tasmania and Western Australia, ahead of its proposed merger with Hunter Hall. Guy Callaghan joins Pengana from Morningstar, where he was a regional business ...

Wealth transfer poses advice business risk

ALEX BURKE | FRIDAY, 28 APR 2017

While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

BNY Mellon strengthens insto team

EMMA RAPAPORT | MONDAY, 20 FEB 2017

... Gambi as director of institutional business, Australia. Gambi will focus on the institutional, corporate, government and ultra-high net worth segments, providing investment solutions from BNY Mellon's suite of investment boutiques. "We are delighted ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR | THURSDAY, 12 JAN 2017

... care facility. La Trobe Financial chief lending officer Cory Bannister, said this new strategy may not necessarily suit ultra-high net worths (UNHWs) or retirees that largely rely on the pension but it is a compelling offer for the bulk of the bell curve ...

Secure your seat at Chief Economists Forum

DARREN SNYDER | TUESDAY, 13 DEC 2016

... he is certain the US election changed the financial market's consensus narrative. "Before 8 November, the storyline was ultra-low interest rates, deflation pressures, slow growth, um...forever - or at least the foreseeable future. After all, that really ...

Findex brings family office to the masses

ALEX BURKE | THURSDAY, 20 OCT 2016

... has launched an integrated wealth management service aimed at bringing the family office model out of the domain of the ultra-rich. Suitably named Family Office, the new service aims to provide a "single point of contact" for all aspects of wealth management ...

Asia-Pacific leads global HNW population and wealth

KERRIE SYDEE | FRIDAY, 14 OCT 2016

... countries increased the number of HNWIs by 1.5 times the amount as the rest of the world to over 413,000. Asia-Pacific's Ultra-HNWI population grew by 10.2% to 37,400 and Ultra-HNWI wealth expanded by 10.8% in Asia-Pacific compared to only 0.1% for those ...

Perpetual Global Share Fund strengthens defence

MARK SMITH | WEDNESDAY, 12 OCT 2016

... reducing its holdings in more cyclical industries such as industrials. The move comes as sectors that have benefitted from the ultra-low interest rate environment face the prospect of increased rates in the near future. "Past performance is no indication ...

ACBC launches additional XTB model portfolios

JAMIE WILLIAMSON | TUESDAY, 30 AUG 2016

... alternative to cash or short-term TD products. The portfolio is based on senior floating-rate bank bonds, which have demonstrated ultra-low price volatility between 0.2% and 0.3% p.a., over the long term. ACBC believes the solution is likely to appeal ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI | 12:01PM

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI | 11:30AM

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI | 12:13PM

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI | 11:50AM

Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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