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Showing 4211 - 4220 of 9281 results for "wealth"

Aviva Investors appoints Asia institutional sales head

KANIKA SOOD  |  THURSDAY, 5 JUL 2018
... most recent role, Clapham served as AXA Investment Managers' head of consultant relations and the head of sovereign wealth funds and central banks (Asia), insto sales. He will focus on building new partnerships and strengthening existing relationships ...

Super fund chair appointed to NSW Generations Fund

KANIKA SOOD  |  WEDNESDAY, 4 JUL 2018
... government superannuation fund and a former RBA Governor are joining the advisory board of New South Wales' new sovereign wealth fund. The state has also appointed its first chief economist. State Super chair Nicholas Johnson is joining the NSW Generations ...

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
The latest innovation in banking and wealth management involves a New Zealand artificial intelligence firm, one of UBS' regional chief investment officers and IBM. UBS has partnered with New Zealand AI company FaceMe to produce a digital version ...

Advisory and wealth firm appoints chief

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
Advisory and wealth firm Bentleys has appointed the former Sydney Stock Exchange boss as its new chief executive. Tony Sacre led the Sydney Stock Exchange for two years before joining the mid-tier accounting and advisory firm. Sacre succeeds Mark Chapman ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
A West Australian wealth manager with about $1.2 billion in funds under management is Praemium's newest client. Broking and wealth management firm Hartleys will manage its client portfolios using Praemium's reporting and administration platform ...

Macquarie axes grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
Macquarie will axe the payment of grandfathered commissions to financial advisers working within its wealth management division. Following BT Financial Group's lead, Macquarie has said it will discontinue the practice of advisers within its private ...

PM Capital offers new LIC

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... 2025 provides an efficient and flexible way to take advantage of what we see as the best global opportunities to build wealth - with a long-term perspective." "We believe our benchmark-unaware philosophy and process suits GO 2025's aims and structure ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... provisional liquidator for Gordon and his partner's companies. Gordon was previously licensed by AMP's Genesys Wealth Advisers from 2010 to 2014; and Charter Financial Planning between 2005 and 2010. Separately, ASIC is forcing Goldman Sachs ...

Prime Financial boosts wealth focus

KARREN VERGARA  |  TUESDAY, 3 JUL 2018
Prime Financial Group is ramping up its wealth management focus and stepping away from minority interests in accounting firms. The ASX-listed firm said this is part of a strategy to increase its exposure in wealth management by concentrating on its ...

Wealth firms merge for growth

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
The merger of two Melbourne-based financial services firms has seen the creation of a multi-disciplinary wealth management business. Morrows and MSI Ragg Weir have entered into a strategic merger, with all MSI Ragg Weir employees offered roles within ...