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Showing 11 - 20 of 20181 results for %22Management%22

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... accounts that holds about US$100 billion for three million customers. Betterment has US$45 billion in assets under management among 850,000 customers. It will only transition accounts and associated AUM and not staff, technology, or operations involved ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... Colonial First State, MA Financial Group, First Sentier Investors, Macquarie Group, Dexus, abrdn, Challenger, UBS Asset Management, Real Asset Management, IJ Capital, and Markuan Management which offer an array of SIV-compliant products. Wealth management ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... FSC also appointed Australian Unity chief executive for wealth and capital markets Esther Kerr and J.P. Morgan Asset Management chief executive for Australia and New Zealand Andrew Creber to the board to represent the funds management sector. FSC chair ...

Impact Alpha Partners adds to board

JAMIE WILLIAMSON  |  WEDNESDAY, 24 APR 2024
The budding consulting firm has added the former chief executive of Blue Orbit Asset Management and U Ethical Investors' former head of ethics and impact. Impact Alpha Partners was founded late last year by Andrew Huang, a former senior investment manager ...

Aware builds property portfolio, adds 726 homes

ELIZA BAVIN  |  WEDNESDAY, 24 APR 2024
... entirely BTR housing. They are expected to be complete in early and mid-2026 respectively. Barings' real estate investment management team - a long-running partner of Aware Super and Aware Real Estate after Barings acquired Altis Property Partners in ...

Franklin Templeton's Brandywine Global launches new fund

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... should investor fear arise in the US or elsewhere in the world." Brandywine Global manages US$60 billion in assets under management as of March 31.

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally based Australian fixed income, global credit, equity income ...

LIT delisting simplifies Forager: CIO

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... "conclusion that the downsides of an entrenched discount and lack of liquidity for the listed units outweigh the portfolio management benefits by some margin." The fund manager also runs the Forager International Shares Fund, which invests in global ...

MSC Certane wins Suncorp mandate

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... and a number of private company issues." The notes are being issued as part of Suncorp's ongoing funding and capital management strategy. Suncorp is issuing the notes to raise Eligible Additional Tier 1 Capital, the proceeds of which will be used to ...