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Showing 461 - 470 of 617 results for "Wealth manager"

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 ...

New fund launched for wealthy migrants

MARK SMITH  |  FRIDAY, 5 JUL 2013
The 888 Fund has been established to offer an investment product tailored to meet the needs of wealthy investors wishing to migrate to Australia. The fund is aimed at entrepreneurs and business people - primarily in China - who wish to move to Australia ...

Service consumption bucks downward trend in EM equities

JAMES FERNYHOUGH  |  TUESDAY, 25 JUN 2013
... yields may come from the provision of services, according to Niall Paul, a UK-based partner at high alpha specialist wealth manager TT International (TT). "As the middle classes are growing, the growth in consumption of goods is slowing, the next phase ...

AMP issues profit warning on insurance claims

MARK SMITH  |  MONDAY, 24 JUN 2013
Wealth manager and insurer AMP has warned that its half-year profit is likely to come in below expectations. In a press release the financial services company said profit would likely come in between $415 million and $435 million, or roughly 13% lower ...

Challenger stages lifetime annuities comeback

MARK SMITH  |  WEDNESDAY, 19 JUN 2013
Lifetime annuities could be staging a dramatic comeback with Challenger targeting sales of $240 million in the 2013 financial year. According to figures from Plan For Life, the industry has not seen demand of that size since 2004, when the top six companies ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
Praemium has launched a new cloud-based customer relationship management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients ...

DST Bluedoor to take platforms to Europe

LAURA MILLAN  |  THURSDAY, 30 MAY 2013
Technology provider DST Bluedoor will expand its platform business into the European market. The company has been selected by International Financial Data Services (IFDS) to support its outsourced European wealth management and platform administration ...

Perpetual hires new distribution manager

MARK SMITH  |  TUESDAY, 28 MAY 2013
... year ago, Perpetual's Transformation 2015 cost-cutting strategy has a stated aim to become the largest independent wealth manager in Australia. "Perpetual has an investment capability of exceptional ability and they have consistently delivered for clients. ...

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
... needs," LGBT Capital founder Paul Thompson told the Financial Times. The group launched LGBT Wealth, the first wealth manager focused on the LGBT community in Asia in February. As attitudes in the region have become more liberal, the asset manager believes ...

The Trust Co recommends Perpetual merger

LAURA MILLAN  |  FRIDAY, 10 MAY 2013
... compelling growth opportunity and further progresses Perpetual's vision of becoming Australia's largest independent wealth manager of choice," Perpetual chairman Peter Scott said. The transaction remains subject to a number of conditions, which will ...