Search Results | Showing 11 - 20 of 341 results for BT WEALTH CONNECT |
| | | ... years ago as a specialist capital placement agent focused on connecting global fund managers with superannuation funds and wealth platforms. She previously spent five years as managing director of eInvest Australia until April 2023, following a stint ... |
| | | | ... transparency, which are equally important in the companies they invest in. Looking at the progress of gender parity in wealth management, top female portfolio managers believe that working in gender diverse teams support better decision making and investment ... |
| | | | ... superannuation death benefit nominations with the client's broader wishes, and document preferences that support intergenerational wealth transfer, CFS said. The secure digital vault helps keep records current and accessible for executors and families ... |
| | | | ... consulting team, working both in our 'emerging institutional' team, which serves our endowment, foundation and wealth clients, as well as in our superannuation segment," she said. "His strong client consulting and technical background position ... |
| | | | ... Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers. Family Office Access provides a trove of family office research, and helps clients ... |
| | | | ... Pengana, he worked at HMC Capital following an 11-year stint at Schroders, which ended in 2022. At Schroders, he led private wealth sales and held the role of head of wealth and advice for a few years. The Sydney-based Boyd initially joined Schroders ... |
| | | | ... officer, while Sarah Murray will oversee products. Louw joins from Morningstar, where he most recently served as head of wealth solutions. In his new role, he will be responsible for aligning sales, partnerships and client growth across all DASH products ... |
| | | | ... maintaining momentum and progressing towards it's vision to become "Australia's leading and most efficient diversified wealth management company by 2030". Insignia also gave an update on the CC Capital takeover, which is set for a shareholder ... |
| | | | ... clients," she said. Louw joins DASH as chief growth officer with years of industry experience from his role as head of wealth solutions at Morningstar. In this role, Louw will be responsible for aligning sales, partnerships and client growth across all ... |
| | | | ... needs. He joined the firm five years ago as head of global client group and was given the additional role of head of private wealth in July 2022. Erzan will continue to lead AB's private wealth management, global asset management distribution and ... |
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