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Showing 2781 - 2790 of 9279 results for "wealth"

Praemium sees benefits of scale

ELIZA BAVIN  |  WEDNESDAY, 13 JAN 2021
Praemium saw a sharp rise in the December quarter as a result of its acquisition of Powerwrap, showcasing the benefit of increased scale. The platform saw a 69% increase year-on-year in global funds under administration (FUA), lifting the business to ...

Sydney boutique hires former Franklin PM

KANIKA SOOD  |  TUESDAY, 12 JAN 2021
... at the beginning of a decade in which we will see sustainability dramatically impact most of the global economy and his wealth of global equity management experience will enhance our capacity to take advantage of the increasingly broad range of related ...

Milliman practice lead resigns

KARREN VERGARA  |  TUESDAY, 12 JAN 2021
... helping clients deliver better retirement outcomes via data, technology and behavioural analysis. His clients included wealth managers, financial advisers, pension funds and government bodies navigating the challenges of an ageing population. Milliman ...

WealthO2 names chair, director

ANNABELLE DICKSON  |  TUESDAY, 12 JAN 2021
... prohibitively expensive only a few years ago," Roderick said. Darren Pettiona was previously chief executive and co-founder of wealth management platform HUB24 for over five years. He also served on the boards of Allied Funds Management, investorfirst ...

Schroders adds to private debt team

ELIZA BAVIN  |  TUESDAY, 12 JAN 2021
... assist Schroders in its continued development, growth and management of its private debt capability in Australia. "Tim has a wealth of knowledge and relationships in Australia's financial markets and brings extensive experience in public and private ...

360's plan for Evans Dixon

KANIKA SOOD  |  THURSDAY, 7 JAN 2021
... E&P Financial Group and split it into two units: a funds management business, where it wants to be the sole owner, and a wealth and capital markets business, where 360 Capital intends to sell 40% to 80% of the ownership to a third party such as institutional ...

David Atkin joins ME Bank board

KANIKA SOOD  |  THURSDAY, 7 JAN 2021
... board, as John Nesbitt retired on December 31. "John is a highly experienced and respected leader and comes to us with a wealth of banking and management experience. In particular, his expertise in delivering improved customer experience for banking ...

Ignition Advice chief exits

ELIZA BAVIN  |  WEDNESDAY, 6 JAN 2021
... upon my departure." Prasad has transitioned into an independent consultant, relying on his decades of experience running wealth management businesses, managing M&A and leading the fintech, which provides scalable digital advice in Australia and Europe. ...

Season's Greetings from Financial Standard

STAFF WRITER  |  MONDAY, 21 DEC 2020
... readership during what has been a challenging year. We will continue to bring you the most important stories and developments in wealth management, financial planning and superannuation in the New Year. Our offices will take a short break and re-open ...

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
A national advice firm has merged with a Victoria-based firm as part of a growth push. Apt Wealth Partners has announced it has merged with Unified Financial Services, led by Michelle Tate-Lovery, as part of its growth strategy. Apt Wealth Partners ...