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Showing 401 - 410 of 616 results for "Wealth manager"

MySuper transition costing retail members

JAMIE WILLIAMSON | THURSDAY, 20 OCT 2016

The retirement savings of retail super fund members could be diminished by $20,000 as a result of retail and bank-owned funds delaying the transition of members into default MySuper products. Research conducted by Rainmaker Information and commissioned ...

Australia is the APAC hedge fund capital: Preqin

ALEX BURKE | MONDAY, 17 OCT 2016

Australia is the "leading centre for hedge funds" in the Asia-Pacific region, with $99 billion in assets under management, according to Preqin research. The new Preqin Insight: Alternative Assets in Australia report found that there are now 107 active ...

Fidelity names Australian MD

DARREN SNYDER | MONDAY, 17 OCT 2016

Fidelity International has appointed a new managing director for its Australian operations. In addition to her role as investment director, Alva DeVoy has been promoted as managing director, Australia. DeVoy will be based in Sydney and assume responsibility ...

Asia-Pacific leads global HNW population and wealth

KERRIE SYDEE | FRIDAY, 14 OCT 2016

... HNWIs are still more likely to keep their wealth in cash or retail bank accounts (32.6%) rather than hold it with a wealth manager (30.6%). The trend continues in Japan, with 23.7% of HNWIs holding assets with a wealth manager in comparison to 27% holding ...

Morgan Stanley chief executive steps down

JAMIE WILLIAMSON | FRIDAY, 7 OCT 2016

... Harker's tenure Morgan Stanley has grown from a team of less than 20 staff to a full service investment bank and wealth manager, now with over 600 staff in six offices around Australia. Harker told Fairfax Media that his time with Morgan Stanley has ...

Future Generation marks first year with strong performance

JAMIE WILLIAMSON | THURSDAY, 1 SEP 2016

... FGX has reported a 28.6% lift in after-tax profit, jumping to $14.62 million from $11.37 million last year. The wealth manager also outperformed the Index by 10.7%, recording a 12.7% increase in its investment portfolio, and accomplished a 100% increase ...

Prime continues to grow

JAMIE WILLIAMSON | TUESDAY, 30 AUG 2016

... though this was offset by inflows of $5 million. Prime chief executive and managing director Simon Madder said the wealth manager is pleased with the level of growth it's experienced in the last 12 months. "In that time we have evolved a more concentrated ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR | THURSDAY, 25 AUG 2016

The managed accounts industry is tipped to hit $60 billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker ...

Efficiency key to performance in low-return world

ALEX BURKE | FRIDAY, 19 AUG 2016

Institutions are looking for custodians to improve administrative efficiency to boost performance in a low-return climate, according to BNP Paribas research. BNP's Investment and Operations Outlook 2016 report includes research based on a survey of ...

Fees still an issue for alternatives: WTW

KERRIE SYDEE | WEDNESDAY, 13 JUL 2016

Total assets managed by the top 100 alternative investment managers globally increased by 3% in the past year to US$3.6 trillion, according to new research from Willis Towers Watson (WTW), which found that while inflows remain steady, investors are ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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