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Showing 2331 - 2340 of 9279 results for "wealth"

AMP in enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 16 NOV 2021
... relates to trustees AMP Superannuation Limited and N.M. Superannuation Proprietary Limited and funds Super Directions and Wealth Personal Superannuation and Pension Fund. The CEU is in addition to the extra licence conditions APRA imposed on AMP Super ...

BT confirms changes to super business

JAMIE WILLIAMSON  |  TUESDAY, 16 NOV 2021
... specialist business division after it was determined to lack sufficient scale. Also piled into the new division was its wealth platforms, investments business, general and life insurance, and auto finance. In August this year the sale of the life insurance ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
Warakirri Asset Management hired from UBS for the newly created role of head of private wealth. Ben Williams was head of wholesale client coverage at the Swiss bank for over four years. He was previously national manager, retail at Lazard Asset Management ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
... investment feature will further encourage and make it easier for them to be disciplined as they build and diversify their wealth over the long term," Gopal said. "As we continue to evolve our offering, our overarching intention is to support our investors ...

U Ethical names chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
... equities portfolios, U Ethical said. He has more than 15 years' experience in financial services, including roles with UBS Wealth Management and Nomura International. "I look forward to building on the strong investment and ethical outcomes that ...

Active Super adds board director

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
... Pty Ltd and Local Government Financial Services. Active Super chair Kyle Loades said Hagarty will bring a well-rounded wealth of experience to the board. "Nathan's strategic mindset and commercial acumen - refined by his time working in IT software ...

Trustees Executors awards technology mandate

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
New Zealand's oldest trustee company has chosen a technology partner for its new wealth management joint venture. Trustee Executors selected SS&C Aloha for the joint venture, called Flint Wealth, which is a wrap account wealth management solution. SS&C ...

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
The founder and chair of a licensee will step down from executive duties at the end of the year. Fortnum Private Wealth announced that Ray Miles will retire but will continue serving as non-executive chair. He will provide counsel to the board and leadership ...

Bitcoin exposure added to platform

ANNABELLE DICKSON  |  WEDNESDAY, 10 NOV 2021
... suite," Praemium head of investment managers and governance Damian Cilmi said. "There is growing interest in the high net wealth investor segment for cryptocurrency investment opportunities and the formation of Monochrome Research shows industry-defining ...

Kelly+Partners to acquire firm

ANNABELLE DICKSON  |  TUESDAY, 9 NOV 2021
The ASX-listed accounting and private wealth group is set to complete a tuck-in acquisition of a firm in NSW. Kelly+Partners is set to pay $4.4 million for the Penrith-based accounting firm with 30% due in two years. The accounting firm is expected ...