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Showing 191 - 200 of 616 results for "Wealth manager"

Investment manager creates new executive role

ELIZA BAVIN  |  WEDNESDAY, 24 MAR 2021
A private Australian investment manager specialising in real estate and private debt has announced the appointment of a head of capital and business development. Fortius has named Marc Giuffrida to the role of head of capital and business development ...

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
The wealth manager has partnered with Mercer and a Queensland-based advice firm to deliver five tailored portfolios for the firm's clients. The portfolios have been tailored to the investment needs of Coral Coast's client base and are delivered through ...

Citi names client director from within

ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
Citi Australia's wealth management business has appointed a banking vice president to the newly created role of client director. Kan Liu has spent over a decade at Citi specialising in fixed income and foreign exchange solutions for clients. He originally ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
Morningstar has launched a new platform that helps advisers, traders and market analysts stay on top of market movements. Morningstar Market Monitoring provides real-time data, market insights and newsfeeds. The platform has 40 configurable web components ...

Milliman practice lead resigns

KARREN VERGARA  |  TUESDAY, 12 JAN 2021
The long-serving practice lead for Milliman has left after more than 16 years with the firm. Wade Matterson's tenure at the consultancy firm ended in December 2020, which for the most part was spent as practice leader. He joined Milliman in November ...

IOOF, BT end platform relationship

ANNABELLE DICKSON  |  FRIDAY, 18 DEC 2020
The wealth manager has ended its decade-long relationship with BT, selecting another platform to provide custody and administration services and build a new raft of super and investment products. BT will continue to provide platform and related services ...

State Street launches new data platform

KANIKA SOOD  |  WEDNESDAY, 16 DEC 2020
State Street has launched an end-to-end data management and warehouse solution for institutional investors, partnering with Snowflake and Microsoft Azure. The State Street Alpha Data Platform combines data from multiple sources in the investment process ...

ACCC gives IOOF go ahead

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... management business for $1.44 billion. IOOF said the transaction will transform the business into the largest retail wealth manager in terms of funds under management (FUM) totaling $510 billion, the largest advice business with 1884 advisers and the ...

360 Capital raises bid for Evans Dixon

KANIKA SOOD  |  FRIDAY, 11 DEC 2020
Tony Pitt's 360 Capital is back with a 13% higher offer for Evans and Partners shareholders, after its October 27 bid was rejected. 360 Capital is now offering the remaining shareholders of EPI 69 cents per share, split as 30 cents per EP1 share and ...

Investec to close Aussie business

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
The South African wealth manager and banking group is exiting the Australian market after 20 years. The company said the move is not a reflection of performance of the Australian business or employees, but a "strategic exit" to focus on its core markets ...