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Showing 181 - 190 of 680 results for "Legacy"

UBS outlines new operating model, leadership

CASSANDRA BALDINI  |  WEDNESDAY, 10 MAY 2023
... group head of human resources and corporate services. Meanwhile, Beatriz Martin Jimenez will become head of non-core and legacy as well as president EMEA while keeping her role as UBS UK chief executive and group treasurer until a successor is named. ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... generations and fund the education of children or grandchildren. About half want to give to charity or fund a financial legacy. Some 80% of wealth inheritors who first met the adviser as a child or teenager decided to work with the adviser. "Making early ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... adviser businesses. Reflecting on trends seen in the US, Renitsky said advisers should ensure they're "personalising for legacy clients of today" while also "creating the necessary scale piece for the clients of tomorrow." Renitsky said personalisation ...

NZ Super Fund chief executive resigns

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... cost of superannuation between today's taxpayers and future generations, has always been front of mind," she said. "His legacy will be his commitment to high performance, his commitment to our people and his commitment to sustainable investment. He will ...

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
... on the MyNorth platform; AMP reported a 30% increase compared to Q1 2022. AMP also announced that the rationalisation of legacy platforms is nearing completion, with iAccess expected to transition to the MyNorth platform in Q2 2023. "In our platforms ...

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 ...