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Showing 401 - 410 of 3361 results for "wealth management"

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
Jayde Ward joins the private wealth management company as its new director of philanthropic services, bringing over 13 years of experience in governance and strategic advice. In her new role, Ward will work alongside JBWere director, philanthropic services ...

PineBridge Investments names distribution head for APAC, EMEA

ANDREW MCKEAN  |  THURSDAY, 11 JAN 2024
... roles across Europe and Asia; he's been with PineBridge since 2021, where he initially served as the head of wealth management for Asia. Prior to joining PineBridge, Kopitsis was head of intermediary distribution, Asia ex-Japan, for BNY Mellon in Singapore ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... Super, the women-focused fund that closed in May 2022 due to its incredibly small size. 9) AMP restructures wealth management, chief exits (May 29) In restructuring its local wealth business, AMP made high-profile Australian Wealth Management (AWM) chief ...

Global fund managers welcome chief executives

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... company for almost 30 years and has held the role since 2017. Maloney also has an impressive track record at the wealth management firm, having served as its chief investment officer for the past four years. Before joining MFS, Maloney worked at Fidelity ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... clients - BNZ's relationship with the new entity is expected to significantly enhance BNZ's ability to meet the wealth management needs of our customers." Reliant on regulatory approvals, the deal is expected to complete in June 2024. NAB executive private ...

Fidelity retirement specialist exits

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... decision about the end of their career. Dinham's previous role was head of research in Macquarie Bank's wealth management division. Before that, he was the chief investment officer at State Plus and a senior consultant at Russell Investment Group. ...

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... from Washington H. Soul Pattinson, saying that it "materially undervalues" the company's Corporate Trust and Wealth Management divisions. Soul Pattinson, currently Perpetual's largest shareholder, indicated yesterday its intention to explore breaking ...

Perpetual explores split following review

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Perpetual will explore separating its corporate trust and wealth management businesses, aiming to create a more focused asset management business. According to the firm, the separation, currently being assessed by the board, will unlock additional value ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... products to ensure that they can create an open-ended structure with liquidity to meet the needs of private wealth management," he said. Financial advice firm Mackay Private has a 20% allocation to private markets - in the form of private debt, private ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... than strengthen the advice proposition in the eyes of these clients," it said. Commenting on the report, Arrive Wealth Management director Brett Roberts said: "With wealth comes complexity, what sets us apart is how we use strategy and structures to ...