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Showing 411 - 420 of 3361 results for "wealth management"

Superhero Super swallows Smartsave, overhauls offerings

KARREN VERGARA  |  TUESDAY, 5 DEC 2023
... strategic hires over the last few months will help us reach these goals as we continue to shape the future of wealth management for Australians," he said. Superhero recently made three key hires, which included Kimberly McAvoy as head of strategic projects. ...

AMP adds to board

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... the current board as AMP enters the next stage of its strategy, focusing on the expansion of its banking and wealth management ventures in Australia and New Zealand. Further, she thanked McKenzie, who will step down at the end of the month, concluding ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... now largely complete, the group is well positioned to take advantage of the macro themes playing out in the wealth management sector in particular. We are actively working with the senior management across the group to build out the strategic priorities ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... accumulated wealth in the last year, did so through inheritance as opposed to entrepreneurship," UBS Global Wealth Management head of strategic clients Benjamin Cavalli said. "Engineering a smooth succession will require founders and their families to ...

Iress upgrades earnings guidance, accelerates transformation

ANDREW MCKEAN  |  THURSDAY, 30 NOV 2023
... reception to its strategic changes. Part of the transformation includes the launch of products such as Advisely for wealth management and a cloud-native Iress FIX Hub for trading. Meanwhile, Iress' strategy in the UK has evolved, including a decision ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... research process utilising quantitative and qualitative inputs and insights from over 60 J.P. Morgan Asset and Wealth Management experts.

Quality is worth paying for in 2024: UBS

CHLOE WALKER  |  THURSDAY, 23 NOV 2023
To navigate the year ahead, UBS Global Wealth Management's chief investment office (CIO) team believes investors should look to quality stocks and bonds for positive returns. Outlined in its recent Year Ahead 2024 report, the UBS CIO team said as interest ...

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
... diligence, integration, and management of interests in financial services distribution businesses, in this case, wealth management services." Earlier in the week, COG scrapped its bid for Diverger, citing concerns that shareholders may not support its ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... long history of sharing roles, dating back to 2016 when they were joint general manager of strategic projects, wealth management for two years at Commonwealth Bank. From there they were chief executive and managing director of Generation Life for two ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... strategy. Fitzgerald served in various senior positions that included head of investment product and research at UBS Wealth Management, investment strategist at Deutsche Asset Management, and Skandia's head of retail investment services. In her new role ...