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Showing 181 - 190 of 675 results for "Legacy"

Rest signs mandate with Palisade Impact Fund

CASSANDRA BALDINI  |  MONDAY, 17 APR 2023
... Esposito explained the nature and opportunity set of infrastructure assets is changing rapidly with significant disruption to legacy assets through technology developments, decarbonisation and greater consideration of social impacts. "As a result, it's ...

Drawdown reforms boosts post-retirement phase

KARREN VERGARA  |  TUESDAY, 11 APR 2023
... removal of regulatory barriers to innovative new retirement income products. This includes moving consumers out of closed legacy products, reviewing the flexibility of prudential capital requirements and introducing a disclosure regime to allow consumers ...

UBS set for Australian wealth management comeback

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
UBS is readying for a return to Australia's wealth management sector, aiming to build on the private banking legacy of Credit Suisse. In 2015, UBS decided to withdraw from the Australian market for wealth management services due to rising regulatory ...

Australian Retirement Trust names investment strategy lead

ELIZABETH FRY  |  FRIDAY, 31 MAR 2023
... opportunities. ART investment chief Ian Patrick added that Lillicrap's contribution to ART and its members will leave a lasting legacy. "Damian was a founding member of the QSuper investment strategy team and has been instrumental in its outcomes ...

UBS throws $4.8bn lifeline to Credit Suisse

CASSANDRA BALDINI  |  MONDAY, 20 MAR 2023
... been an extremely challenging time for Credit Suisse and while the team has worked tirelessly to address many significant legacy issues and execute on its new strategy, we are forced to reach a solution today that provides a durable outcome," he said ...

Lazard Asset Management creates family office division

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
... will position us to fully serve families, helping them to reach their financial and business goals and to build a lasting legacy." Meanwhile, Truvvo chief executive and chief investment officer Casey Whalen said the firm shares Lazard's commitments to ...

Australian Retirement Trust reshapes executive team

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2023
... merger and our first year as ART. Their hard work, commitment and unwavering dedication to our members will leave a lasting legacy," Reilly said. Elsewhere, chief growth officer Dave Woodall is now chief commercial officer. ART is currently recruiting ...

Cboe Australia chief exits, successor named

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
... and market competition to benefit Australian markets and investors," she said. "I look forward to building on Vic's legacy and working closely with the Cboe Australia team to continue executing on the many exciting growth initiatives ahead of us." ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... of the proposed CSLR that it believes will assist the issue. One would be to "ensure the costs of establishment and any legacy claims relating to the proposed CSLR should be borne by the government." It also suggested: "The costs associated with the ...

Super funds complete mergers

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... members who can be assured they continue to be in a top performing fund," Blakey said. "We're honoured to continue the legacy Mercy Super has built as we share a long-term focus and commitment to delivering better retirement outcomes for all our ...