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Showing 371 - 380 of 616 results for "Wealth manager"

Global wealth manager champions embattled digital currencies

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JAN 2018
One of the world's largest independent wealth management firms will introduce a cryptocurrency app, despite recent price slumps and having labelled it "a major gamble". deVere Group announced the launch of deVere Crypto which will allow users to store ...

Principal and CIMB strengthen asset management ties

DARREN SNYDER  |  MONDAY, 15 JAN 2018
US wealth manager Principal will increase its ownership in two Malaysian asset management groups as part of its strategy to bring more investment products to Southeast Asia. Pending regulatory approval, Principal will pay up to $150 million to own 60% ...

Boutique wealth manager hires banking executive

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
A Bank of Melbourne executive has joined a boutique wealth manager to oversee its Victorian business. Koda Capital will welcome Jonathan Ayers as managing partner of Victoria, commencing in the role in 2018. Ayers joined Bank of Melbourne in 2011, leading ...

YBR partners with top fintech

KARREN VERGARA  |  FRIDAY, 8 DEC 2017
Yellow Brick Road has partnered with an Australian startup that made the top 100 list of the best fintechs globally. Executive chair Mark Bouris said Prospa, an online lender has loaned more than $500 million to small businesses, was chosen to broaden ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
A wealth advice firm is the first to outsource its portfolio administration functions to a new Praemium offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates ...

ETF fees to plunge: Report

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
As the cost of exchange-traded funds continues to plummet and becomes more affordable, there is still room for competition in the booming sector, latest EY research reveals. Over the next three years, EY's ETF report shows the global market will reach ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
Professional athletes represent a significant business opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do ...

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
Elston Asset Management will provide a private label separately managed account to a Brisbane-based wealth manager. Partnering with Quill Group to launch the offering on HUB24, Elston head of distribution Mark Smith said the firm is "proud to be working ...

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
Infocus acquired a leading holistic financial advice business to provide the wealth manager with a Sydney office and to continue growing its national salaried advice strategy. Announcer, led by chief executive Andrew Rocks, will now fall under the Infocus ...

Numbers and needs of female HNWs set to grow

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
Female entrepreneurs represent both a growing demographic in Australia and an attractive business opportunity for wealth managers capable of offering bespoke services. Though women represent less than 10% of Australia's high-net-worth community, they ...