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| | | Wealth management firm Perks has appointed a new director to its private wealth division. Nick Connelly has been promoted to the role, having been with Perks since 2008. He was appointed associate director last year. "During his time at Perks, he has ... |
| | | | ... leveraging digital technology to provide mainstream Australians with easier and lower-cost access to professional asset and wealth management expertise." Pappas joins Schroders former chief executive Greg Cooper, former Class chief executive and director ... |
| | | | Advice firms hoping to succeed will have a much higher chance of achieving organic growth if they specialise, as opposed to generalist practices, according to AZ NGA chief executive Paul Barrett. Speaking on a WealthO2 webinar, Barrett said advice firms ... |
| | | | ... executive Matt Rady said the appointment underpins growing interest in the business' capabilities, adding that Thornton's wealth of experience sees him well placed to deliver in the role. "Fintan brings to Allianz Retire+ specialisation in longevity ... |
| | | | AZ NGA has acquired a wealth management firm in Melbourne as it signals plans to expand in Victoria. AZ NGA made a strategic investment in Matthews Steer Accountants and Advisors, a firm established in 1990 with six partners and 50 staff. "In Melbourne's ... |
| | | | ... NZ Super Fund is projected to reach NZD70 billion of assets under management within the next decade. Rosemary brings a wealth of international investment fund experience and will help the Guardians to scale up as the Fund grows to that size," NZ Super ... |
| | | | ... offers investors basic reporting capabilities to track their portfolios. Superhero operates under the AFSL of Sanlam Private Wealth, an investment and advisory firm from South Africa. Sanlam services high net-worth clients, family offices, institutional ... |
| | | | ... majority of institutional investors within pension funds, insurance companies, endowments and foundations, and sovereign wealth funds. The prospect of higher long-term returns (44%), risk management (43%) and the illiquidity premium (43%) are also driving ... |
| | | | ... are supported by institutional investors with sustainable mandates, particularly Scandinavian public pension, sovereign wealth, and insurance funds," Morningstar wrote. This is thanks to countries like France making climate-related reporting for institutional ... |
| | | | The sovereign wealth fund yesterday warned about investing cautiously in a COVID world, but a look at its historic risk taking shows it has been more risk averse before. "Now, more than ever, we are conscious of our obligation to avoid 'excessive risk'. ... |
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