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Showing 291 - 300 of 3357 results for "Wealth Management"

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... innovative investment solutions across property, private equity, infrastructure, and alternative asset classes," the wealth management firm said. The firm added that his appointment to the leadership team reflects its diligence to attract top talent. ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... Financial Services will join its network. The company boasts expertise in financial advice, estate planning, wealth management, accounting, business and lending advisory. The group provides tailored advice to support the needs of companies in all scale ...

Commonwealth Bank shakes up executive leadership team

ANDREW MCKEAN  |  WEDNESDAY, 2 OCT 2024
... joins Commonwealth Bank from HSBC UK, where she worked with banking regulators and served business, retail, wealth management, and private banking customers. Bunnell has led HSBC's business across the Channel Islands and Isle of Man and previously served ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... Spectrum. Users can access a range of comprehensive assets, tools, and capabilities to better facilitate holistic wealth management services. It provides seamless onboarding, trading, and execution processes, along with the digitisation of advice, Praemium ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
Mercer Australia has promoted one of its senior consultants to head of wealth management investment solutions in a bid to increase bench strength in that business. Rebecca Jacques takes on the new role after six years with the firm. Mercer's chief ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
... together with founding partners Sean Ward and Andrew Levi, bought out operational aspects of Pitcher Partners' wealth management for an undisclosed figure. Viola serves as executive chair and adviser. Ward serves as chief executive, having joined ...

AustralianSuper appoints first chief liquidity officer

ELIZA BAVIN  |  THURSDAY, 26 SEP 2024
... years' experience in financial services at leadership levels across treasury, retail, investment banking and wealth management. AustralianSuper chief investment officer Mark Delaney said the appointment is a significant step forward in the fund's evolution ...

Boutique investment manager hits the market

ANDREW MCKEAN  |  TUESDAY, 24 SEP 2024
... manager at Origin Asset Management, officially launched this month, targeting partnerships with family offices, wealth management firms, and institutional investors. Hereford and Birkhold, who also served as managing director at Credit Suisse HOLT in ...

E&P Financial Group seeks to delist

KARREN VERGARA  |  TUESDAY, 24 SEP 2024
... of the extent to which it may or may not be involved in the inquiry." The senate referred the inquiry to the Wealth Management Companies to the Senate Economics References Committee, which will provide a report by the last sitting day of March 2025. ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... With higher divorce rates, especially among older generations, wealthy women are often required to navigate wealth management, at times without prior experience or existing relationships with professionals. Their research also found the number of male ...