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Showing 2641 - 2650 of 9279 results for "wealth"

Citi to exit consumer banking in Australia

ELIZABETH MCARTHUR  |  FRIDAY, 16 APR 2021
... Citi said the move is a result of a strategic review, with the company now focusing its consumer banking business on four "wealth centres" - Singapore, Hong Kong, United Arab Emirates and London. "As a result of the ongoing refresh of our strategy, we ...

New lead for Mercer Sentinel

KARREN VERGARA  |  THURSDAY, 15 APR 2021
... Mercer in 2015 as a transition program manager and went on to become a senior Sentinel consultant. Mercer institutional wealth leader Simon Eagleton said: "We're delighted to officially appoint Tricia to lead our Mercer Sentinel team, a move that ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
ClearView Wealth has appointed a former Australian Unity Financial Advice executive to the newly created role of head of business growth. ClearView has welcomed Tony Mantineo to the role, previously general manager of business growth at Australian Unity ...

Atlas Wealth launches mortgage brokerage

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
Atlas Wealth Management has launched a mortgage-broking business and appointed a director to help expatriates buy property in Australia. Atlas Mortgages is led Jeremy Harper as director, an experienced mortgage broker who's also worked in accounting ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science ...

Rest appoints head of investment strategy

KANIKA SOOD  |  TUESDAY, 13 APR 2021
... said. "Andrew has a great investing history and expertise in asset allocation and portfolio construction, and Sally has a wealth of experience working globally in capital markets. Their experience will be valuable in Rest investments continuing to generate ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... greater uptake of advice. Over the last 12 months, the use of financial advisers (19%) full-service stockbrokers (15%), wealth managers (7%) and private banks (5%) among HNWs has largely remained static. "The disjoint between the positive views towards ...

Alceon merges real estate unit

KARREN VERGARA  |  MONDAY, 12 APR 2021
... move has rejigged leadership and portfolio manager roles at Freehold, which also services a similar client base of private wealth groups, HNWs and endowment funds. Freehold managing director Grant Atchison was appointed head of real estate funds management ...

Natixis IM appoints chief executive

ANNABELLE DICKSON  |  FRIDAY, 9 APR 2021
... Investment Managers has appointed a former Generali chief investment officer as its chief executive and leader of asset and wealth management, succeeding Jean Raby. Tim Ryan, who will assume the role on April 12, was at Generali for four years as group ...

AMP launches super podcast

ANNABELLE DICKSON  |  FRIDAY, 9 APR 2021
The wealth manager has launched a podcast aimed at breaking down technical superannuation topics to help more Australians understand the system. Simplifying Super will have six episodes that cover Australia's superannuation and retirement systems, tax ...