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Showing 171 - 180 of 8107 results for "Wealth"

Balanced portfolios to reap rewards in 2024: UBS

CHLOE WALKER  |  TUESDAY, 9 JAN 2024
... a diversified multi-asset portfolio as a core investment strategy are most likely to successfully protect and grow real wealth over the year. The report, written by UBS chief investment officer, Americas Solita Marcelli and UBS head of portfolio strategy ...

BlackRock grows private credit business

ELIZABETH FRY  |  TUESDAY, 19 DEC 2023
... BlackRock head of APAC private credit Celia Yan, based in Hong Kong. "Stephen's extensive market knowledge complements our wealth of local expertise throughout Australia, China, India, New Zealand, and Southeast Asia - to the benefit of clients. ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... of FairVine Super, the women-focused fund that closed in May 2022 due to its incredibly small size. 9) AMP restructures wealth management, chief exits (May 29) In restructuring its local wealth business, AMP made high-profile Australian Wealth Management ...

Global fund managers welcome chief executives

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... with the company for almost 30 years and has held the role since 2017. Maloney also has an impressive track record at the wealth management firm, having served as its chief investment officer for the past four years. Before joining MFS, Maloney worked ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
National Australia Bank (NAB) and Jarden Wealth (Jarden) will combine their New Zealand wealth advice and asset management businesses into a newly formed entity, FirstCape. The new advice and asset management firm, based in New Zealand, will be formed ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... 35 to 39 years old also have the same amount invested in MySuper accounts. "Younger investors will need to generate more wealth through superannuation to allow them a comfortable retirement income. While younger investors have the benefit of longer working ...

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
... management, to support them in their strategic ambition to be at the forefront of making private markets more accessible to wealth managers and wholesale investors in Australia." "As wealth creation is increasingly taking place outside the public markets ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... expectation that they'll need to fund future health and aged care costs," TAL general manager, growth, retirement, and wealth partnerships Ashton Jones said. "They are living frugally and not enjoying the lifestyle they can afford. Lifetime income products ...

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... AXA Asia Pacific to AMP and, before that, the integrations of ipac Securities, Challenger Financial Planning and Genesys Wealth Advisers, and Sterling Grace. "... Ian will play an integral role in enhancing the customer experience and reviewing our touchpoints ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... adding 75 practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about 140 wealth and risk advisers across more than 75 firms. It said, based on modelling, the acquisition should contribute more than $50 million ...