Search Results | Showing 21 - 30 of 3360 results for "wealth management" |
| | | ... team to deliver research, insights and strategic perspectives. "Rainmaker sits at a unique intersection in the wealth management landscape with coverage including superannuation, investment management, platforms, managed accounts, model portfolios, retirement ... |
| | | | ... CC Capital. "We are pleased to complete the acquisition of Insignia, one of Australia's most established wealth management companies, and to assist Australians in building a secure retirement," CC Capital senior managing director Chinh Chu. "We understand ... |
| | | | UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ... |
| | | | ... evergreen investment structures have broadened access beyond traditional multi-strategy platforms." Mercer head of wealth management investment solutions Rebecca Jacques welcomed the new platform by FinCap. "I think private markets has got a long way ... |
| | | | ... 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 ... |
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