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Showing 2251 - 2260 of 9279 results for "wealth"

200% more ESG investments from sovereign funds

ELIZABETH MCARTHUR  |  FRIDAY, 14 JAN 2022
New data suggests sovereign wealth funds globally increased their commitments to ESG investments by 215.27% between 2020 and 2021. The amount sovereign wealth funds have invested in ESG strategies surged from US$7.2 billion to $22.7 billion. Over the ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital advice, particularly as they lose unadvised investors to do-it-yourself ...

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
A global wealth management group based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney. Scotland's Gladstone Global Advisory intends to expand its wealth management operations, concentrated on Sydney, Kuala Lumpur ...

Aon appoints head of wealth solutions

ELIZABETH MCARTHUR  |  THURSDAY, 13 JAN 2022
In a move to align its superannuation, wealth consulting and actuarial services businesses Aon has appointed a head of wealth solutions for Australia. Saffron Sweeney has been appointed head of wealth solutions, Australia and chief actuary for wealth ...

Christian Super investment chief in new role

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
... Super where he has led the investment function since August 2020. Prior to that he was chief investment officer at ANZ Wealth. He has also held key roles at UBS and the Reserve Bank of Australia. "With a long history of delivering performance within ...

Merricks Capital appoints head of distribution

CHLOE WALKER  |  WEDNESDAY, 12 JAN 2022
... her every success," a spokesperson from Bennelong commented. Prior to joining Bennelong, Seric spent two years at Plan B Wealth Management in Auckland. Merricks Capital recently capped off a $40 million senior credit facility with the ICAM Duxton Port ...

Retail super fund to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 11 JAN 2022
... the fund continues the trend of many mutual banks not being able to convert their highly engaged banking customers into wealth management customers." CUBS Superannuation is administered by Mainstream Superannuation Services. Its group insurer is TAL ...

Financial elder abuse programs launch

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
Protecting Seniors Wealth has unveiled new programs for the financial services sector so that it can do more to help prevent financial elder abuse. The training provider is targeting superannuation funds, financial advice firms and investment managers ...

New role for former OneVue executive

ELIZABETH MCARTHUR  |  TUESDAY, 11 JAN 2022
... taken on a new role with a US firm looking to enter Australia. Richard Harris-Smith has been appointed as vice president, wealth management and capital markets for Genpact Australia. "Richard will be responsible for driving our new sales footprint in ...

Foresters Financial appoints chief executive

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... Australian Unity in October 2020 after serving as executive general manager for over four years. Her career started at ANZ Wealth before moving to ANZ Trustees where she led the client management function. She helped lead the merger between ANZ Trustees ...