Search Results | Showing 11 - 20 of 267 results for %22Wealth Connect%22 |
| | | ... its new head of Asia Pacific (APAC), tasked with overseeing business, client, investment, and operational platforms for wealth and institutional investors. Chan succeeds Rachel Lord, who relocates to London and takes on the role of head of international. ... |
| | | | ... Meanwhile, the CER has selected Trovio Group to develop and deliver a unit and certificate register. "Trovio Group brings a wealth of experience delivering advanced technology architecture," CER executive general manager Mark Williamson said. "Its proposal ... |
| | | | ... rather than strengthen the advice proposition in the eyes of these clients," it said. Commenting on the report, Arrive Wealth Management director Brett Roberts said: "With wealth comes complexity, what sets us apart is how we use strategy and structures ... |
| | | | ... worried about different risks than multigenerational billionaires," the report said. The report found 66% of first-generation wealth creators were concerned about a potential US recession and 62% about geopolitical tensions. Among the successors, though ... |
| | | | ... alternatives specialist has also recruited Joseph Tobias from JP Morgan Asset Management as investment director of private wealth. Tobias joined JP Morgan as a key account manager in 2015. Before that, he was a regional manager at Zurich Financial Services ... |
| | | | ... firm Clayton, Dubilier and Rice for more than US$7 billion. In addition to MEDIQ, Focus owns Escala Partners and MISSO Wealth Management. Meanwhile, its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady ... |
| | | | ... after ASIC found she was claiming to hold AFS and credit licences that she did not. The licence for her company Master Wealth Control, which traded as DG Institute, was cancelled in 2021 on the basis that the business had not engaged in credit activity ... |
| | | | Perpetual Asset Management has appointed longstanding wealth operative Tom Loneragan as head of listed and direct. In this role, Loneragan will sit within the distribution and sales team and report to the firm's head of wealth, Lee Hopperton. The ... |
| | | | TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ... |
| | | | The asset consultant has signed its first private wealth firm, diversifying its client base further. Typically advising institutions, Frontier has added South Australia's Perks Private Wealth to its books, advising the firm's investment committee. In ... |
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