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Showing 241 - 250 of 340 results for BT WEALTH CONNECT

HSBC expands private wealth business

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
... and meeting our customers' needs." Matthews and his private banking team will collaborate with HSBC's retail banking and wealth management businesses, as well as global banking and markets and commercial banking. The team will also facilitate introductions ...

Findex brings family office to the masses

ALEX BURKE  |  THURSDAY, 20 OCT 2016
Findex has launched an integrated wealth management service aimed at bringing the family office model out of the domain of the ultra-rich. Suitably named Family Office, the new service aims to provide a "single point of contact" for all aspects of wealth ...

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
... Association of Financial Advisers and Asteron Life have presented the 2016 AFA Excellence in Education Award this morning. Ascent Wealth Management's Stephen Nielsen was presented the award, while Steve Dobson of Mal Dobson & Associates was awarded a ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... most of the money because they're going to live longer - that's just the reality. We will all be dealing with women as the wealth transfer happens with baby boomers."

New Bentleys director to encourage growth

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
... key sectors and attracting new business. Current Zeobond chief executive Jannie van Deventer will assist in driving the wealth management firm's strategy to "broaden and strengthen capabilities and new services in order to offer clients more business ...

IRESS integrates stockbroking tool

ALEX BURKE  |  WEDNESDAY, 31 AUG 2016
IRESS has integrated a stockbroking service into its Private Wealth Management platform. OpenMarkets will now provide clearing and execution services through the IRESS platform. This will enable advisers to generate bulk orders for client portfolios ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... preference securities (geared at more conservative investors). Commenting on the launch, Shaw and Partners head of private wealth Earl Evans said: "The ability of our clients to have full transparency over their investments and their tax position, with ...

Mercer wins new super partnership

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
Wealth management firm Mercer recently won a superannuation partnership with one of Australia's largest mining services companies, adding about 4000 new members to the Mercer Super Trust. The partnership saw Orica transition about one-third of its workforce ...

BlackRock, Aviva receive ratings nod

KERRIE SYDEE  |  THURSDAY, 14 JUL 2016
... to ensure a close connection between analyst research and the final portfolio." Iris Davila, a director of BlackRock's wealth advisory business, said: "The Zenith rating, coupled with the BT Wrap and Asgard eWrap exposure, will provide a good number ...

Dimensional launches ESG trust

MARK SMITH  |  THURSDAY, 26 MAY 2016
... of people looking to incorporate their views on environmental, social and governance (ESG) issues into their long-term wealth goals. The new trust combines a systematic approach to sustainability with the firm's core equity methodology. It screens companies ...