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Showing 231 - 240 of 3357 results for "wealth management"

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... Greensborough. Murdoch Private Wealth was onboarded as an authorised representative of CHPW Financial, AWAG's wealth management advisory services business.

Westpac names new chief executive of wealth

ELIZA BAVIN  |  TUESDAY, 4 FEB 2025
... financial services and brings a career spanning more than 20 years in institutional banking, corporate finance and wealth management to the role. Fowler will join Westpac from Commonwealth Bank (CBA), where he is currently the executive general manager ...

Syfe bids for SelfWealth, ups BFG's offer

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... parent company Svava has already acquired 43.4 million SelfWealth shares, representing 18.8% of shares on issue. Wealth management platform Syfe is based in Singapore and operates in Australia and Hong Kong. It had about 250,000 users at the end of September ...

The regulatory pendulum has swung too far: FSC

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... opportunity presented by our globally competitive funds management industry. Our internationally recognised wealth management expertise offers immense opportunities for export growth, which unlike solar panels or quantum computing, doesn't need expensive ...

Orbis recruits investment specialist

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... Allan Gray Australia, where he served as a business development manager working with financial advisers and wealth management professionals in Victoria, Tasmania, and South Australia. He began his career with the Allan Gray Group in South Africa in 2008 ...

BlackRock's Chantal Giles expands role

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... Giles has been with BlackRock for 17 years. In her current role, she oversees the firm's relationships with wealth management firms and platforms, where she distributes BlackRock's alpha-seeking and iShares products, as well as portfolio construction ...

Perpetual delivers 'mixed' performance in Q2

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... growth in funds under administration (FUA) totalling 2.5%, supported by growth across the majority of products in wealth management, the business delivered growth of 1% in funds under advice driven by favourable market movements." Perpetual said it expects ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... Sullivan has spent the last decade at Macquarie, and before that served as a strategy consultant across the wealth management, asset management, and insurance industries. His consulting work followed a two-year tenure as head of wealth management at ...

Insignia Financial appoints chief technology officer

MATTHEW WAI  |  TUESDAY, 28 JAN 2025
... years' experience within IT and financial services. He worked in similar capacities at Challenger and Australian Wealth Management before joining Insignia in 2008 as its head of business systems and delivery. Throughout his time at Insignia, O'Donnell ...

Rest appoints first-ever chief of staff

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff. The $93 billion industry with around two million members said the appointee, Gideon Lipman, will help the fund ...