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Showing 11 - 20 of 8126 results for "wealth"

Plenary Group chair steps down

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
Following its recent partnership with sovereign wealth fund ADQ, Plenary Group is switching out its chair. John O'Rourke is stepping down as chair of Plenary Group, to be succeeded by founder and non-executive director Paul Oppenheim. O'Rourke has served ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... Commonwealth Financial Planning for two years. She also held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive with a proven track record of leading large teams of people, driving transformational change ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... has been a director of Guardian Group Financial Planning since 5 January 2018. Nabi previously worked at Sentinel Private Wealth for more than a year before joining Life Plan FP in 2018. He also worked at Affinia Financial Advisers and My Adviser.

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Portfolios have already moved a greater balance between bonds and equities, the head of UBS global family institutional wealth for APAC LH Koh said. "APAC family offices are keen to add more developed markets fixed income (48%) and developed markets ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... compiled insights from 320 family offices with an average net worth of US$2.6 billion and covering over US$600 billion in wealth, said this trend comes amid a widening gap in stock performance. "Amid rapid technological change, shifting rate expectations ...

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
... funds from about 19% to just 1%. "Limiting start-up investment to only the 1% most wealthy Australians will also exacerbate wealth inequality by locking out 99% of Australians from the highest growth asset class," she wrote in her submission. Further ...

Super funds to solve the housing crisis?

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
... private capital. Delahunty explained that private capital can come from institutional investors such as superannuation funds, wealth managers, and philanthropy, all of whom need investable projects. However, she noted that the creation of these investable ...

COVID helped to reduce inequality: Productivity Commission

ELIZA BAVIN  |  TUESDAY, 21 MAY 2024
New research from the Productivity Commission has revealed changes to income and wealth levels during COVID-19. "The initial pandemic period saw an unprecedented decline in income inequality. The incomes of lower-income households grew rapidly in relative ...

LGT Crestone launches new investment solution

ELIZA BAVIN  |  MONDAY, 20 MAY 2024
... innovative alternative investment solution," Edwards said. "We're confident that this collaboration will empower high-net-wealth investors with access to a truly unique investment opportunity."