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Showing 441 - 450 of 617 results for "Wealth manager"

Asia Pacific wealth growth outstrips world average

MARK SMITH  |  THURSDAY, 23 OCT 2014
The wealth and population of high net worth individuals grew faster in the Asia Pacific region in 2013 than anywhere else in the world, according to the Asia-Pacific Wealth Report 2014 (APWR), published by Capgemini and RBC Wealth Management. The region's ...

Cyber risks for local wealth sector

ALEX DUNNIN  |  WEDNESDAY, 15 OCT 2014
Growth of cyber risks has prompted insurance brokers Marsh to appoint a specialist national manager focused on the growing risk product class. The broking group has just announced that Susan Elias will join them as National Manager - Cyber, in the company's ...

How to win family office mandates

MARK SMITH  |  WEDNESDAY, 17 SEP 2014
Don't even think about approaching a family office for an investment mandate if you don't have market beating returns and be prepared to wait years to earn their trust, a panel of family office executives has said. Addressing an audience of fund managers ...

Netwealth brings portfolio management tool in-house

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
Netwealth has fully integrated the SMART portfolio management tool into its platform to improve user experience and client access to information. SMART was previously outsourced, and is a real time modelling and rebalancing system which provides advisers ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... combined entity to be a significant player in the financial services industry and the only integrated life insurer and wealth manager that is not aligned to a major institution," Swanson said. If the offer is successful, Matrix chairman Pieter Franzen ...

OneVue lists on ASX

MARK SMITH  |  FRIDAY, 25 JUL 2014
Managed account provider OneVue has been officially listed on the Australian Securities Exchange (ASX). Shares began trading at 11.30 this morning and were priced at $0.32 at the time of publishing. OneVue has been preparing for its initial public offering ...

Former Macquarie exec resurfaces at BT

JAMES FERNYHOUGH  |  WEDNESDAY, 23 JUL 2014
BT Investment Management has appointed long-term Macquarie executive Andrew Mouat as its new business development manager for institutional clients. Reporting to head of sales and marketing Chris Clayton, Mouat will be responsible for marketing and ...

Frantic pace of alternatives growth revealed

MARK SMITH  |  TUESDAY, 15 JUL 2014
Towers Watson has described the growth of alternative assets as 'inexorable' following the release of its latest report on the sector. The Global Alternatives Survey, which was conducted in conjunction with the Financial Times, total global alternative ...

Dancing with digital: MAX

STAFF WRITER  |  TUESDAY, 27 MAY 2014
Financial services marketers face the twin challenges of being relevant to the digital investor while complying with snail-mail era regulation - but there are ways to get the best of both worlds. Speakers at this year's MAX Marketing, Adverting and ...

UK star manager announces launch date for new fund

MARK SMITH  |  MONDAY, 12 MAY 2014
... notably from leading UK-listed retail platform Hargreaves Lansdown and a A£3.6 billion ($6.5 billion) mandate from wealth manager St James's Place. The funds low fees have also attracted attention in the UK press. Woodford Investment Management chief ...