Search Results | Showing 411 - 420 of 9350 results for "wealth" |
| | | ... investment options within its SMA Model Portfolio over the coming weeks. Three options each offered by Activam and Boutique Wealth Australia will shutter on November 30 and December 15 respectively. The Acro Macro Equities option will close on December ... |
| | | | ... organisations having adopted AI at scale, including across capital markets, P&C insurance, and retail banking segments. Wealth management and life insurance companies have the lowest rate of adoption, with 17% and 13%, respectively, refusing to leverage ... |
| | | | ... a new chapter as business development manager with HESTA. Redman brings over 15 years of experience in superannuation, wealth management, and financial services, previously working at recruitment firms Oceans Group and PorterAllen. "It's been an ... |
| | | | FNZ, the global wealth management platform, has secured US$650 million in new equity funding from institutional shareholders to support its long-term business plan. The investment comes from sophisticated investors, including La Caisse, Generation Investment ... |
| | | | ... lead a team of on-the-ground super specialists, managing the fund's relationships with nearly 1600 IFAs. Godfrey has a wealth of experience in superannuation and retirement planning from previous senior roles in the financial services sector, from ... |
| | | | ... Barings expanded its Australian team, recruiting John Nicoll as a sales director to help support its growth into the local wealth market. Last year, the firm launched two new funds tailored to Australian investors - the Barings Australian Private Credit ... |
| | | | ... stint at APRA where she led the legal and enforcement group. Earlier in her career, she was general counsel, Australian wealth management and bank legal at AMP, where she stayed for more than three years. Commenting, Lofthouse said the appointment builds ... |
| | | | Wealthy families are doubling down on private investments rather than dialing back, according to the latest Principal Discussions released by JP Morgan. JP Morgan interviewed 111 billionaire principals, working with the world's wealthiest families globally ... |
| | | | ... due diligence. Kaizen predicts a move towards in-house compliance for super funds as they scale their internal intra-fund wealth advice teams to keep member money in their fund's ecosystems. "We can foresee a requirement for more in-house compliance ... |
| | | | ... executive. He assumes the role from acting chief executive John McComb, who will continue as chief risk officer. Smith brings a wealth of experience in financial services and corporate advice to the role. Formerly, he was the chief executive of the Lutheran ... |
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