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Showing 11 - 20 of 8106 results for "Wealth"

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... the most important areas advisers currently face is the stage of life and dynamics that come with the intergenerational wealth transfer, which Perth-based Boyce said is the "overall tailwind for our industry." "It's important for Australians to be ...

Perpetual seals $2.18bn deal with KKR, chief to retire

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
Perpetual has agreed to divest its wealth management and corporate trust businesses to Kohlberg Kravis Roberts (KKR) for $2.18 billion, pending shareholder approval. The deal will see the departure of Perpetual chief executive Rob Adams. The net proceeds ...

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
Blue Owl Capital has announced the hiring of Johann Santer as a managing director and head of APAC private wealth, effective immediately. Santer will be based in the company's Hong Kong office reporting to Sean Connor, president and chief executive ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... Iress provide professional development programs and events to Count's advisers. Iress executive general manager for wealth APAC Kelli Willmer said: "We look forward to continuing to work closely with key customers like Count to evolve our software ...

Charles River appoints new head of APAC

ELIZA BAVIN  |  MONDAY, 6 MAY 2024
... growth and expansion in the region," he said. Charles River manages more than US$29 trillion in assets for investment and wealth managers, asset owners and insurers in over 30 countries. Charles River helps automate the investment process across asset ...

Janus Henderson acquires NBK Wealth, Tabula Investment Management

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
Janus Henderson has acquired the wealth management arm of the National Bank of Kuwait, NBK Wealth, as well as European ETF provider, Tabula Investment Management. The US$353 billion asset manager said in its Q1 2024 results that NBK Wealth's private ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... integration. "Following the acquisition, Count cemented its position as one of Australia's leading integrated accounting and wealth services providers with over 500 accountants and 550 financial advisers in our national community," Humphrey said. "The ...

Rainmaker Information names research head

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... joining Morningstar in 2018, Ramrakha spent more than a decade as executive manager, research within Commonwealth Bank's wealth management division. He's also previously served as head of technical services for BT Financial Group, worked in Colonial ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... fosters a sense of empowerment and satisfaction among investors, leading to a more collaborative relationship with their wealth adviser." While a significant portion of HNW advisers (62%) recommend alternative investments to their clients, they're exercising ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
Crescent Wealth Superannuation will shut down next month; its members will be moved to the new 'Salaam' division of Russell Investments Master Trust. Following a review by Equity Trustees, the trustee for Crescent Wealth's super fund, an ...