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Showing 331 - 340 of 3363 results for "wealth management"

Perpetual net outflows top nearly $9bn

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... Perpetual's Corporate Trust business had funds under administration (FUA) reach over $1.2 trillion as at June 30. The wealth management division's FUA was $19.8 billion, reporting net inflows of $0.2 billion in the final quarter. Kohlberg Kravis ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
... Generation development Group with full ownership of a highly strategic asset in an attractive segment of the wealth management sector. We believe that Lonsec is well positioned for future growth supported by strong industry and regulatory tailwinds and ...

Beaconsfield takes control of New Quantum

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... receivers and managers to New Quantum Holdings, a non-trading holding company with operating subsidiaries including wealth management software platform New Quantum and options broker Morrison Securities. The appointment of receivers follows the company ...

Challenger executive joins Bell FG

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... to the group's strategy to grow by investing in proprietary broking technology and a range of complementary wealth management products and services. "As group head of product, Kate will be responsible for unifying our product and services strategy across ...

Boutique ESG fund manager folds

KARREN VERGARA  |  FRIDAY, 19 JUL 2024
... December. Ethical Partners is also listed as one of NGS Super's fund managers and had a mandate with Crestone Wealth Management. The Ethical Partners Australian Share Fund, which required a minimum investment of $25,000, had $155 million in assets ...

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... attributable to currency effects, such as a strong USD. However, the bounce back of 4.2% offset the loss from 2022. UBS Wealth Management Australia managing director Andrew McAuley said that while wealth grew in 2023, the growth was slower than previous ...

Invartis enters Australian market

ELIZA BAVIN  |  WEDNESDAY, 10 JUL 2024
... operating model, data management, ESG and sustainability and managed services to support superannuation funds and wealth management firms in their transformation programmes. "We are delighted to welcome Nigel to the Invartis team and to announce our ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... Murdoch Private Wealth, which is based in Kew, Victoria, as an authorised representative of CHPW Financial, its wealth management advisory services business. Along with CHPW Financial, AWAG operates an investment management unit Armytage Private. It ...

New technology chief joins GROW Inc.

JAMIE WILLIAMSON  |  FRIDAY, 5 JUL 2024
... month. She will leverage her global experience in technology and data to "drive GROW's vision of levelling up wealth management." "Her leadership will be instrumental as we strengthen our position as industry leaders," the administrator said. "Together ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist investments. It also includes its media business, Informed Investor, ShareCafe, and Corporate ...