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Showing 4581 - 4590 of 9284 results for "wealth"

Real AM launches multi-asset portfolios for HNW clients

ALEX BURKE  |  WEDNESDAY, 29 NOV 2017
... grow to £20 billion ($34.5bn) in assets under administration. Among its services, Enhance provides investment reporting, wealth consultancy and treasury services to trust companies, charities and private clients. Outside of Jersey, it has operations ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
A wealth advice firm is the first to outsource its portfolio administration functions to a new Praemium offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... expand their offerings and the way in which they provide them to clients. "We're seeing the transformation of the existing wealth management advice model. Advice arms of institutions have to come to terms with their obligations under the best interest ...

OECD tells RBA to take a hike

BENJAMIN ONG  |  WEDNESDAY, 29 NOV 2017
... bricklayers, painters, household furnishings, conveyancers, etc. - sending profits down and affecting the stock market. The wealth effect of rising home values and stock market prices turns down and weakens already weak consumer spending that's weakened ...

ETF fees to plunge: Report

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... will continue to dominate ETF investing over the next three years, and up to 25% of inflows will come from new investors. Wealth managers, private banks and investment funds are showing promising interest in ETFs. Pension funds are likely to use ETFs ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice owners at the 2017 Financial Planning Association Professionals Congress ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... said. "Both bring tremendous experience, vision and energy to our commitment to become an integral part of Australia's wealth management segment as the shifts toward non-unitised solutions gain favour over traditional platforms." MGP completed its acquisition ...

Former Lonsec chief executive joins Perpetual

ALEX BURKE  |  FRIDAY, 24 NOV 2017
... candidates along with the results from an external executive search. Lloyd joined Perpetual in 2010 as group executive, private wealth. He took on the combined chief executive and managing director role two years later. Before Perpetual, Lloyd was general ...

Fintech expands with eight new appointments

EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
... tools to augment its service offering for superannuation funds and other clients. The first suite of tools will target wealth management for super fund members via Link's member portal. Moneysoft's cashflow as a service solution are currently being used ...

CountPlus appoints CFO after executive search

ALEX BURKE  |  THURSDAY, 23 NOV 2017
After former chief financial officer John Collier resigned from CountPlus in August, the accounting and wealth firm has confirmed his replacement. Laurent Toussaint will join CountPlus in January; acting chief financial officer will operate in the role ...