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Showing 3081 - 3090 of 9279 results for "wealth"

Vale Ian Perkins

ALLY SELBY  |  MONDAY, 6 JUL 2020
... leaving BNP Paribas, Perkins was responsible for all of the firm's asset owner clients, including pension and sovereign wealth funds, insurance companies and central banks. In this role, he was delivered strategy, P&L, markets and product solutions ...

Land tax, not stamp duty: Report

JAMIE WILLIAMSON  |  FRIDAY, 3 JUL 2020
A draft report into reforming GST and reducing inefficient taxes has reignited calls for the scrapping of stamp duty when buying or selling a home, to be replaced by a broad-based land tax. The NSW Review of Federal Financial Relations draft report ...

Alan Dixon steps down at Evans Dixon

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... and experience as complementary to the board as it currently stands," Evans said. Evans Dixon has three main businesses: wealth advice (about $19 billion across 9100 clients), funds management ($6.8 billion in total assets), and corporate and institutional ...

JBWere to add 50 to team

ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
... family advisory and philanthropy. "We are looking to recruit bankers and advisers that have a deep understanding of private wealth and a strong sense of 'client first' - which is the ethos at the heart of the JBWere culture helping us to serve families ...

CountPlus firm buys back equity

KANIKA SOOD  |  THURSDAY, 2 JUL 2020
... CountPlus chief executive Matthew Rowe said. "I am delighted to welcome Peter Maher to the CountPlus network. He brings a wealth of experience and business development capability which is expected to accelerate the growth trajectory of Twomeys."

Favour turns to active management

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... believe the current market is more favourable to active portfolios. Natixis surveyed 2700 financial professionals, including wealth managers, registered investment advisors, financial planners and independent broker/dealers, in 16 countries globally. ...

Super for women under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... between men and women - they just have different ideas on how to get there. "We created Verve to support women to build wealth over their lifetimes. We invest womens super ethically but we also focus on supporting women to learn how to build wealth. ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ...

Equipsuper, corporate fund merge

JAMIE WILLIAMSON  |  WEDNESDAY, 1 JUL 2020
... merger, Equipsuper has completed another successor fund transfer, transitioning the corporate super plan of a national wealth management group. Equipsuper is now home to the 950 members of the Pitcher Retirement Plan, with the successor fund transfer ...

ClearView announces board changes

ELIZA BAVIN  |  WEDNESDAY, 1 JUL 2020
ClearView Wealth has announced a number of changes to its board including a new chair. Geoff Black has been named as the new chair, replacing Bruce Edwards who announced his intention to retire at the start of April. Edwards officially retired as chair ...