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Showing 421 - 430 of 616 results for "Wealth manager"

Multimillionaires still love property above everything else

LAURA MILLAN  |  THURSDAY, 17 SEP 2015
Australian high net worth (HNW) investors' highest allocation is in real estate, a sign that there are opportunities in the asset class despite warnings of a property bubble. The latest Capgemini and RBC Wealth Management Global HNW Insights Survey ...

FEATURE - Retirement income: Finding the right path

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
A new wave of retirees is learning that years of accumulation need further thought. Darren Snyder reports. A recent Commonwealth Bank media roundtable showed projections by Rice Warner that Australia's retirement market would reach more than $1.4 trillion ...

Asset management modeling low-cost airlines

DARREN SNYDER  |  THURSDAY, 10 SEP 2015
... new internet start-ups. Rajan added that acquisitions in recent years, including Schroders' purchase of online wealth manager Nutmeg and BlackRock's purchase of Future Advisor, were potentially examples of "if you can't beat them, join them". "We know ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
... had been at Macquarie for 24 years and was most recently a division director, while Chris Forrest was a senior wealth manager and Kazmierczak was a wealth adviser for over seven years. "Macquarie has been a good home, but now the time is right for us ...

Redpoint awarded MLC equities mandate

DARREN SNYDER  |  MONDAY, 29 JUN 2015
Redpoint Investment Management has been awarded a significant global equities index mandate from one of Australia's largest wealth managers, MLC Investments. Redpoint will manage the global shares strategy within the low-cost MLC Index Plus portfolios ...

APAC fastest growing region for millionaire investors

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
Asia Pacific is the region where the number of high net worth and ultra-high net worth individuals grew faster during 2014, the World Wealth Report found. The 19th edition of the report by Capgemini and RBC Wealth Management revealed that high net worths ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
Newer styles of products aimed at self-directed investors (SDI) may account for a small share of the retail investment market but they represent a much larger share of market growth. These product styles include managed accounts and their separately ...

UBS hands wealth management business to senior staff

MARK SMITH  |  TUESDAY, 26 MAY 2015
... equities research and its capital markets deal flow. "Our objective is to create Australia's first independent global wealth manager - combining an in-depth knowledge of local equities with access to the best range of global products including international ...

Expert issues cyber-attack warning

MARK SMITH  |  MONDAY, 25 MAY 2015
The incoming New Payments Platform will leave financial institutions, including super funds and wealth managers, vulnerable to cyber criminals unless they upgrade their security, a fraud and cyber-crime expert has warned. Similar to the UK's Faster ...

DST partners UK wealth manager

DARREN SNYDER  |  TUESDAY, 19 MAY 2015
UK wealth manager Old Mutual Wealth will be consolidating multiple websites and microsites onto DST's Opendoor front-office platform, providing a single customer view for institutions, superannuation funds, and third-party administrators. Old Mutual ...