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Showing 221 - 230 of 3358 results for "Wealth management"

TAL taps ex-CBA deputy as chair

ANDREW MCKEAN  |  WEDNESDAY, 26 FEB 2025
... Institute, and president and chair of the Life Insurance Association of Singapore. King has experience in insurance, wealth management, superannuation, investments, and broader financial services - particularly growing and transforming businesses through ...

Perpetual calls off KKR deal

KARREN VERGARA  |  MONDAY, 24 FEB 2025
Perpetual has ended KKR's courtship of its wealth management and corporate trust operations, blaming the massive tax bill the transaction would incur, saying there was no way of getting around it. Since tabulating the tax implications last December ...

Iress posts strong profit rebound, completes transformation program

ANDREW MCKEAN  |  MONDAY, 24 FEB 2025
... revenue in the UK business - the strongest growth across the company in 2024. Revenue was flat for the APAC Wealth Management business which was impacted by ongoing industry consolidation and the Trading and Global Market Data segment. Operating costs ...

Apex names country head and COO

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... spent the last two years as acting chief growth officer. A former general manager with Colonial First State wealth management team, he also held senior roles at Mercer and Aviva Australia. "Apex has huge potential to grow and scale our superannuation ...

HUB24 engulfs ClearView's remaining superannuation business

KARREN VERGARA  |  WEDNESDAY, 19 FEB 2025
... WealthFoundations' trustee, Equity Trustees Superannuation, told members that the move was part of ClearView's exit from wealth management and the wind up of the ClearView Retirement Plan. The SFT is expected to occur on or around March 1. According ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... Partners Wealth Group has appointed a new head of its wholesale investments business, Partners Private. The wealth management firm named Fraser Herd to oversee the development and expansion of its private investment opportunities for clients and partner ...

Perpetual receives fresh KKR bid

ELIZA BAVIN  |  MONDAY, 17 FEB 2025
Perpetual confirmed it has received a fresh bid from KKR for the acquisition of its wealth management and corporate trustees businesses, after the deal sat on the backburner for two months. Perpetual said it was considering the revised offer, but did ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... will bring over 20 years' experience to the position when he joins next month. He has worked in banking, wealth management, technology and financial advice. Prior to Count, Webb spent over 12 years at Commonwealth Bank, where he held titles including ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... clients. As every Australian financial adviser and investor knows, tax efficiency is a critical component of wealth management. The importance and benefit of tax optimisation within clients' taxable accounts cannot be overstated." Praemium head of ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently at Mutual Trust, which ...