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Showing 21 - 30 of 4935 results for wealth management

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... 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 awards technology mandate to wealth platform

ANDREW MCKEAN  |  MONDAY, 8 APR 2024
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 ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... 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. ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... 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 ...

NZ Super Fund chief investment officer departs

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... 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 ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... 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 ...

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... 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 ...

Mercer Super recruits growth lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
... 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. ...

Investment managers embracing AI: Mercer

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... 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. ...

Jo Townsend named chief executive of NZ Super

ELIZABETH FRY  |  WEDNESDAY, 27 MAR 2024
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 ...