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Showing 251 - 260 of 3360 results for "Wealth management"

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... year's figures suggest that the losses have stabilised, according to Rainmaker Information's 2024: The year in wealth management webinar. More positively, Rainmaker Information executive director of research Aman Ramrakha added that not only have adviser ...

Managed funds industry winners and losers

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... winning the contest for net flows against unit trusts, according to Rainmaker Information's 2024: The year in wealth management webinar. ETFs attracted around $2 billion in net inflows a month last year whereas unit trusts had net outflows that exceeded ...

MetLife snaps up three investment teams from Mesirow

ANDREW MCKEAN  |  THURSDAY, 9 JAN 2025
... Brown added that going forward, Mesirow will continue to focus on growing its alternatives capabilities and core wealth management, fiduciary solutions, and capital markets/investment banking offerings - which have over $300 billion in total assets under ...

Ares appoints EQT as RE for private market fund

MATTHEW WAI  |  FRIDAY, 20 DEC 2024
... Private Markets Fund (APMF). APMF is a US registered management investment vehicle distributed through Ares' Wealth Management Solutions (AWMS) platform. EQT executive general manager of corporate and superannuation trustee services Andrew Godfrey ...

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... experienced senior business analyst O'Brien has spent over 16 years in business process optimisation within the wealth management sector. His departure from Insignia Financial a few months back ended a long career with Aviva, NAB, and Insignia. The ...

Sue Brake joins NZ Super, Lisa Gray departs VFMC

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... management and risk management. She was formerly head of strategic advisory for WTW, an external expert on sovereign wealth management for the IMF, senior investment strategist for NZ Super and head of capital markets for National Australia Bank. Brake ...

SG Hiscock adds to Melbourne team

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... Before that, he was part of the institutional and wealth global client group at Dimensional Fund Advisors and a wealth management consultant at Macquarie Group. Cochran said the appointment is a welcome addition to the distribution team as the firm strengthens ...

Iress wealth technology lead exits

MATTHEW WAI  |  THURSDAY, 19 DEC 2024
... replacement is currently underway. In the role, which he held for nearly two years, he oversaw the technology team in wealth management across the Australian market, which includes all aspects of software engineering and information security. Gerrits ...

Perpetual takeover 'not in the best interests of shareholders'

ANDREW MCKEAN  |  TUESDAY, 17 DEC 2024
The proposed acquisition of Perpetual's wealth management and corporate trustees' businesses by Kohlberg Kravis Roberts (KKR) has been deemed not in the best interests of shareholders. An independent expert informed the wealth manager that the risk ...

Australia home to 43 billionaires: UBS

KARREN VERGARA  |  MONDAY, 16 DEC 2024
... Forest ($17bn each). Given the continued growth in the number of Australian billionaires, head of UBS global wealth management for Australia Michael Marr said something within this "we're watching closely is the rapidly growing number of female billionaires ...