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Showing 2761 - 2770 of 9279 results for "wealth"

PPS Mutual hires from BT

ANNABELLE DICKSON  |  MONDAY, 1 FEB 2021
... experience in business development roles and spent the last year at BT Life. Prior to this, Gacomi worked at Clearview Wealth, OnePath and CommInsure. She will report to PPS Mutual state manager for NSW Sabrina Walmsley and will be responsible for developing ...

Billionaires profit from pandemic: Report

KARREN VERGARA  |  FRIDAY, 29 JAN 2021
... richest recouped their COVID-19 losses within nine months. The world's 10 richest billionaires have collectively seen their wealth increase by US$540 billion over the period. Tesla's Elon Musk increased his net wealth by US$128.9 billion, while Amazon's ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
In its next phase of growth, the wealth management group has opened the doors to its new office in Tasmania which will offer full-service stockbroking and financial planning. The office is led by senior investment adviser and branch manager Luke Rybarczyk ...

Big year for ESG ahead: MSCI

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
... 2021 survey. Around 200 executives at different asset owners were surveyed by phone late last year, representing sovereign wealth funds, insurers, endowments/foundations and pension funds. All together the executives manage around $18 trillion in assets. ...

Future Fund increases cash again

KANIKA SOOD  |  WEDNESDAY, 27 JAN 2021
The $171 billion sovereign wealth fund increased its cash position to 19.8% or about $34 billion, as it reports a positive year for returns ending December. Future Fund returned 1.7% in the year after positive returns in the September and December quarters ...

Money does buy happiness: Research

ELIZA BAVIN  |  WEDNESDAY, 27 JAN 2021
Despite the well-known saying to the contrary, new research suggests money does in fact buy happiness. A study conducted by Proceedings of the National Academy of Sciences (PNAS) in the US found that while personal wellbeing does not increase above ...

ASI appoints new APAC chief

ELIZA BAVIN  |  WEDNESDAY, 27 JAN 2021
... global talent and will support the company's ambitious growth agenda. Buehlmann has over three decades' experience in global wealth and asset management, corporate banking, and financial markets. He spent 29 of those years working with UBS where he was ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... Midwinter, he was as director of adviser services at Milliman, general manager of sales and marketing at CCUBE Integrated Wealth and head of adviser services at Morningstar. Whelan reports to WealthO2 chief executive Shannon Bernasconi. Bernasconi said ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
Clime Investment Management has streamlined its operations by consolidating and replacing a number of separately managed accounts (SMAs) after its acquisition of Madison Financial Group. The investment manager initiated its Project Streamline by consolidating ...

Longstanding Mason Stevens MD exits

ELIZA BAVIN  |  FRIDAY, 22 JAN 2021
... contributions to the firm. "Tom has not only been integral to the success and development of Mason Stevens, but also the wealth management industry having spearheaded the managed accounts segment which has seen significant evolution in recent years and ...