Search Results | Showing 21 - 30 of 115 results for %22Centric Wealth Management%22 |
| | | ... wealth of experience from some of the global asset management industry's leading firms, coupled with his steadfast client-centric approach, will enable growth in the region and ensure we continue to meet our clients' evolving needs," she said. The firm ... |
| | | | ... and will remain with Morningstar. Bryant has an extensive track record in leadership roles across financial advice and wealth management, and brings a deep knowledge of advice and the needs of advisers. Prior to this role, Bryant held executive roles ... |
| | | | ... by new wins, signing up major clients like AMP Life and HUB24 in July and August 2020 respectively. Findex subsidiary Centric and the Aracon Superannuation Fund were also new mandates. Equity Trustees managing director Mick O'Brien said because of the ... |
| | | | ... examples. "I want to shape and be part of a purpose-led culture that's dynamic inclusive accountable, and customer centric - that's a work in progress and it's something that I certainly intend to lead from the front," she said. While she ... |
| | | | ... reinforce our ambition to progress among the top fifteen largest asset managers in the world and become the most client centric asset manager," Ryan said. "With our affiliates' distinctive investment capabilities: Active Management, Real Asset Liability ... |
| | | | ... aims to help consumers obtain appropriate financial products by requiring issuers and distributors to have a "consumer-centric approach" to the design and distribution of products. Templates are available for life insurance; income protection insurance ... |
| | | | ... strategies and infrastructure, it said, adding that investment consultant ratings, offshore fund infrastructure and time-zone centric distribution are well in place to underwrite future growth. FUM for the retail channel hit $19.3 billion at the end ... |
| | | | ... Income Fund. Together they have about $170 million in assets. "Hejaz is taking steps to make wealth creation more customer-centric. The market potential here is enormous - Muslim Australians are diligent savers and, given the choice, will always gravitate ... |
| | | | ... opportunity and so it was crucial to hire a team with a depth of local experience, aligned to Crestone's strong client-centric culture. We believe it is a testament to our business model that Crestone can attract advisers of this calibre." The expansion ... |
| | | | ... interests duties are prompting advisers to shift away from a product selection or replacement mindset towards a more client-centric view, focused on client discovery, strategic goal-based advice and cashflow modelling. "The regulator's expectations ... |
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