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Showing 31 - 40 of 2986 results for "wealth management"

Fidelity retirement specialist exits

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... decision about the end of their career. Dinham's previous role was head of research in Macquarie Bank's wealth management division. Before that, he was the chief investment officer at State Plus and a senior consultant at Russell Investment Group. ...

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... from Washington H. Soul Pattinson, saying that it "materially undervalues" the company's Corporate Trust and Wealth Management divisions. Soul Pattinson, currently Perpetual's largest shareholder, indicated yesterday its intention to explore breaking ...

Perpetual explores split following review

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Perpetual will explore separating its corporate trust and wealth management businesses, aiming to create a more focused asset management business. According to the firm, the separation, currently being assessed by the board, will unlock additional value ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... products to ensure that they can create an open-ended structure with liquidity to meet the needs of private wealth management," he said. Financial advice firm Mackay Private has a 20% allocation to private markets - in the form of private debt, private ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... than strengthen the advice proposition in the eyes of these clients," it said. Commenting on the report, Arrive Wealth Management director Brett Roberts said: "With wealth comes complexity, what sets us apart is how we use strategy and structures to ...

Superhero Super swallows Smartsave, overhauls offerings

KARREN VERGARA  |  TUESDAY, 5 DEC 2023
... strategic hires over the last few months will help us reach these goals as we continue to shape the future of wealth management for Australians," he said. Superhero recently made three key hires, which included Kimberly McAvoy as head of strategic projects. ...

AMP adds to board

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... the current board as AMP enters the next stage of its strategy, focusing on the expansion of its banking and wealth management ventures in Australia and New Zealand. Further, she thanked McKenzie, who will step down at the end of the month, concluding ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... now largely complete, the group is well positioned to take advantage of the macro themes playing out in the wealth management sector in particular. We are actively working with the senior management across the group to build out the strategic priorities ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... accumulated wealth in the last year, did so through inheritance as opposed to entrepreneurship," UBS Global Wealth Management head of strategic clients Benjamin Cavalli said. "Engineering a smooth succession will require founders and their families to ...

Iress upgrades earnings guidance, accelerates transformation

ANDREW MCKEAN  |  THURSDAY, 30 NOV 2023
... reception to its strategic changes. Part of the transformation includes the launch of products such as Advisely for wealth management and a cloud-native Iress FIX Hub for trading. Meanwhile, Iress' strategy in the UK has evolved, including a decision ...