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| | ... mandate wins and lower redemptions," Morningstar said. "Additionally, we anticipate improved flows for both wealth management and corporate trust with stabilising interest rates and potential improvements in macroeconomic conditions. Both businesses ... |
| | | Hejaz has appointed wealth fintech Openmarkets to equip its in-development Shariah-compliant investment platform with trading and execution technology solutions. Openmarkets will support the platform with API-led market infrastructure technology, enabling ... |
| | | ... growing pool of South Australian clients. These include the University of Adelaide, Return to Work SA and Perks Private Wealth. Purkis has risen quickly through the ranks having joined Frontier as an associate in 2021 after five years in funds management. ... |
| | | ... responsible for the business bank's platform strategy. She also previously served as chief product owner for wealth management, worked in product development for Macquarie Wrap, and was a product manager in the superannuation business. She's also spent ... |
| | | ... public roles during his career for organizations where transparency and resiliency are essential." "He brings not only a wealth of investing knowledge to the job, but he also has the temperament to understand the needs of our members and public sector ... |
| | | ... to more Australians." Stafford has over 25 years' financial services experience, spanning superannuation, wealth management, life insurance and advice. She joined HUB24 in 2022 after seven years at MetLife in various senior roles including chief ... |
| | | ... ability to run customised reports. He said these features embody what's expected from a modern, well-conceived wealth management platform, all delivered through this SS&C technology. "Before we went out to market, SS&C seemed best positioned to facilitate ... |
| | | ... client management, he was tasked with developing relationships with pension funds, large asset managers, and sovereign wealth funds. Before that, he ran an Aussie dollar debt syndicate, building a franchise that achieved a top four league table position. ... |
| | | ... cited as significant or very significant by 83% of managers. While healthcare (72%), financial services and wealth management (70%), legal services (66%), banking (64%), and insurance (61%) are the next-most-cited areas of opportunity for value creation. ... |
| | | One of Australia's most experienced superannuation executives will take the helm of New Zealand's sovereign wealth fund, following Matt Whineray's departure late last year. Guardians of NZ Superannuation have appointed Jo Townsend as head ... |
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