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Showing 451 - 460 of 616 results for "Wealth manager"

Not-for-profit investors value non-alignment: Hamilton

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
... business's non-aligned status. Hamilton said the multi-asset management mandate was split 50-50 with a major aligned wealth manager, beating several other major aligned players. "Through that we've found that other doors have been opening up to us in ...

Perpetual and Thorney "instrumental" in OneVue IPO talks

MARK SMITH  |  MONDAY, 25 NOV 2013
OneVue chief executive Connie Mc-Keage said plans to list the company on the Australian Securities Exchange (ASX) were driven by Perpetual and Thorney after the two companies became major shareholders last week. The wealth managers invested $6.75 million ...

HESTA named Super Fund of the Year

ALEX DUNNIN  |  THURSDAY, 21 NOV 2013
HESTA was named 2013 Super Fund of the Year at the SelectingSuper awards in Melbourne this morning, Super IQ was named SMSF Provider of the Year and UniSuper was named the Consumer Choice winner. Attracting a crowd of almost 200 people representing ...

UBS Australia to launch family office service

MARK SMITH  |  FRIDAY, 8 NOV 2013
UBS Australia is launching a new Global Family Office (GFO) business to service the nation's wealthiest and most influential families. The business brings together the investment banking and wealth management arms of the Swiss financial services company ...

Direct investment growth changes landscape

MARK SMITH  |  FRIDAY, 25 OCT 2013
A steady rise in the number of consumers investing directly signals the emergence of a new investment landscape for wealth managers to tap into, according to a CoreData report. CoreData said the growth in the segment poses both challenges and opportunities ...

Asia-Pacific HNWI wealth growth triple global average

MARK SMITH  |  THURSDAY, 26 SEP 2013
Growth in the high net worth individuals (HNWIs) market has dramatically outpaced the global average over the last five years, according to the latest annual Asia-Pacific Wealth Report. Published jointly by Capgemini and RBC Wealth Management, the report ...

Twitter usage on the rise

ALEX DUNNIN  |  WEDNESDAY, 14 AUG 2013
Social media is now used by 72% of online adults in the US and Twitter usage has almost doubled, with usage among young people growing the fastest. The results are part of the latest research to come out of US Pew Research Center's Internet and American ...

Market Wrap

AAP  |  FRIDAY, 26 JUL 2013
... losing 99 cents to $43.66, a day after forecasting an annual profit rise which was below investor expectations. And wealth manager Perpetual lost 45 cents to $40.65 after revealing on Friday that its funds under management fell 2.7 per cent to $25.3 ...

netwealth expands its board of directors

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
Wealth manager netwealth Group has appointed a new board member in the shape of Kate Mulligan. Mulligan, who earlier this year founded King Irving Consulting Group, is the third non-executive director to join the netwealth board. Mulligan has served ...

Macquarie Group tops global alternative investment table

MARK SMITH  |  TUESDAY, 9 JUL 2013
Australian financial services firm Macquarie Group is the world's largest investor in alternative assets with almost $95 billion invested in infrastructure, according to research by Towers Watson and the Financial Times. Total assets managed by the ...