Search Results | Showing 21 - 30 of 3356 results for "Wealth management" |
| | | ... of approximately 1% to 2% for the year. Reilly added he was pleased to have announced the sale of Perpetual's wealth management business to Bain Capital, which was announced in March. "Subject to the satisfaction of conditions precedent, the sale is ... |
| | | | ... to financial advisers. The integration work with Technotia has positioned Praemium to be a fintech leader in wealth management." Across the business, total funds under advice (FUA) rose 18% to $73.7 billion in the March quarter year on year. A loss of ... |
| | | | ... investment decision-making, aligning with global best practice and increasing regulatory expectations across the wealth management sector, the firm explained. Under the new structure, Brett Cairns, former chief executive of Magellan Financial Group ... |
| | | | ... other portfolios, a marginal increase from $146.9 billion in the prior corresponding period. The New Zealand wealth management arm saw net cashflows of $41 million, down from $57 million in 1Q25. "In our New Zealand business, cashflows were reflective ... |
| | | | ... Daniel Walsh has been appointed executive, advice at JBWere following several years in Morgan Stanley's wealth management division as an executive director and NSW state manager. He's also previously spent over eight years at Perpetual and worked ... |
| | | | ... for about 10 years until December 2021 before moving to Count for less than a year. He then joined Priority1 Wealth Management Group for about six months prior to Financial Services Group Australia. After leaving Financial Services Group Australia, Monte ... |
| | | | ... and operating complexity across the advice industry. Melville brings more than 30 years' experience across wealth management, financial advice, and banking. He spent over 20 years at Macquarie Group, most recently leading the virtual adviser network ... |
| | | | Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ... |
| | | | ... Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex and cross-border investment profiles. Burgmann ... |
| | | | ... investments. It can't be a one and done." Outgoing ASIC chair Joe Longo has admitted that failures hit the wealth management ecosystem far and wide and reached an "industrial scale" that implicated research houses, trustees, lead generators, auditors ... |
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