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Showing 171 - 180 of 616 results for "Wealth manager"

Use of cryptos to boom in 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 21 JAN 2022
... El Salvador's lead and adopt crypto as legal tender. Earlier this month Nigel Green, chief executive of global wealth manager deVere Group, said he believes at least three other countries will do the same this year. "Low-income countries have long suffered ...

Insto investors tempted by crypto

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JAN 2022
A new study shows close to 80% of institutional investors and wealth managers are now looking favourably upon cryptocurrencies, citing strong capital growth and diversification benefits. Commissioned by digital assets hedge fund manager Nickel Digital ...

New head of retail funds management at Cromwell

ELIZABETH MCARTHUR  |  TUESDAY, 18 JAN 2022
... experience. Tilse is the founder of a regulatory technology company Sophisticated Access and director of boutique wealth manager Levantine Wealth. She also founded The Impact Suite, which helps charities and not-for-profits remain sustainable and attract ...

Magellan loses significant mandate

ELIZABETH MCARTHUR  |  MONDAY, 20 DEC 2021
Magellan Financial Group has lost a key mandate from UK wealth manager St James' Place. After requesting a trading halt Friday afternoon, this morning Magellan confirmed to the ASX that it had lost the mandate from St James' Place. The company's share ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
Crestone Wealth Management is set to be acquired by one of the world's largest privately owned wealth managers, LGT Group. Under the agreement, LGT Group will acquire 100% of Crestone for $475 million. "The proposed transaction would enable Crestone ...

New role for Abrdn fixed income head

ELIZABETH MCARTHUR  |  TUESDAY, 14 DEC 2021
... former head of Australian fixed income at Abrdn (previously Aberdeen Standard Investments) has joined a boutique wealth manager. Drummond Capital Partners has hired Garreth Innes, who departed Abrdn in May after almost a decade with the firm. Innes will ...

Colonial First State seeks MySuper redemption

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
... will also see reduced insurance premiums from the first quarter in 2022 resulting in $40 million in savings. The wealth manager is also facing penalties over its conduct in rolling members out of FirstChoice and into its cheaper MySuper product over ...

CFS reduces premiums

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
... cut its administration fees significantly, dropping from a flat fee of $60 a year to $10 a year plus 30bps. The wealth manager is also facing penalties over its conduct in rolling members out of FirstChoice and into its cheaper MySuper product over a ...

New RE mandate for Equity Trustees

ELIZABETH MCARTHUR  |  THURSDAY, 9 SEP 2021
Equity Trustees has been appointed as a responsible entity for a wealth manager launching a new offering in Australia. Haven Wealth Partners has appointed Equity Trustees as it launches its first fund in Australia. The Haven Wealth Partners Ethical ...

Industry steps up for Lifeline

ELIZABETH MCARTHUR  |  THURSDAY, 26 AUG 2021
... pre-pandemic levels. On Monday August 2, Lifeline had 3345 calls - the highest volume of calls in its 58-year history. Wealth manager Crestone will support the Berry Motorfair when it goes ahead next year and has made a significant donation to Lifeline. ...