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Showing 21 - 30 of 8120 results for "Wealth"

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... practices, Deloitte, in partnership with a global marketing agency, developed a report from a survey of 2000 investors and 250 wealth management providers. The report provided several calls to action, in particularly, an emphasis on placing the investor ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... focusing on listed investment and trading solutions. A key milestone was the launch of Desktop Broker, which caters to wealth advisory firms, enabling them to offer trading and investment solutions to their clients. Concurrently, Bell Potter Capital ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... indexing, and these products are growing at a faster pace than ETFs," she said. The second area that technology is unlocking is wealth managers horizontally and vertically integrating, enabling them to cover the client spectrum of ultra-high-net worths ...

Morningstar unsure if KKR's Perpetual bid benefits shareholders

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... Morningstar has maintained its fair value estimate of $26 per share for Perpetual stock, even after KKR confirmed it will buy its wealth management and corporate trust businesses yesterday. Morningstar analyst Shaun Ler said KKR's proposed acquisition ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... the most important areas advisers currently face is the stage of life and dynamics that come with the intergenerational wealth transfer, which Perth-based Boyce said is the "overall tailwind for our industry." "It's important for Australians to be ...

Perpetual seals $2.18bn deal with KKR, chief to retire

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
Perpetual has agreed to divest its wealth management and corporate trust businesses to Kohlberg Kravis Roberts (KKR) for $2.18 billion, pending shareholder approval. The deal will see the departure of Perpetual chief executive Rob Adams. The net proceeds ...

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
Blue Owl Capital has announced the hiring of Johann Santer as a managing director and head of APAC private wealth, effective immediately. Santer will be based in the company's Hong Kong office reporting to Sean Connor, president and chief executive ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... Iress provide professional development programs and events to Count's advisers. Iress executive general manager for wealth APAC Kelli Willmer said: "We look forward to continuing to work closely with key customers like Count to evolve our software ...

Charles River appoints new head of APAC

ELIZA BAVIN  |  MONDAY, 6 MAY 2024
... growth and expansion in the region," he said. Charles River manages more than US$29 trillion in assets for investment and wealth managers, asset owners and insurers in over 30 countries. Charles River helps automate the investment process across asset ...

Janus Henderson acquires NBK Wealth, Tabula Investment Management

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
Janus Henderson has acquired the wealth management arm of the National Bank of Kuwait, NBK Wealth, as well as European ETF provider, Tabula Investment Management. The US$353 billion asset manager said in its Q1 2024 results that NBK Wealth's private ...