Search Results | Showing 31 - 40 of 266 results for BT WEALTH CONNECT |
| | ... and identity. Focus has bought up several advice businesses in Australia in recent years, namely Escala Partners, MISSO Wealth Management and MEDIQ Financial Services. Its subsidiary Connectus also owns several local firms, including Aspiri Financial ... |
| | | ... Meanwhile, on financial satisfaction, 35% of advised people said they are completely or very satisfied with their level of wealth, while 54% said they are somewhat satisfied. For the unadvised, just 19% are completely or very satisfied and 82% are somewhat ... |
| | | ... leverage Envestnet | Yodlee's Consumer Data Right (CDR) accreditation under the CDR representative model to power its Your Wealth module. The partnership enables Lumiant to access real-time data from financial institutions. The open banking connections ... |
| | | ... US in May and currently serves about 4000 families globally. It also recently received $3 million in funding from Savant Wealth Management. Savant has $13.5 billion in assets under management and, as Lumiant's first US customer, took a minority stake ... |
| | | Theone Star has joined the Schroders Australia team as its new head of private wealth. Reporting to chief executive Sam Hallinan, Sydney-based Star will be responsible for building Schroders' relationships in the private wealth segment and identifying ... |
| | | ... limited partners including high-net worth individuals and sophisticated institutional investors such as endowments, sovereign wealth funds, superannuation funds, and family offices. He joins Pretium from Asia Principal Capital and Morpheus Ventures ... |
| | | ... APIs to offer crypto related products such as ETPs and ETFs, custodial solutions, or brokerage for institutional, private wealth, and retail clients. |
| | | ... allow Australian and New Zealand investors to access opportunities across our platform, including opportunities for private wealth investors." As of March 30, KKR manages more than $260 billion of corporate and asset-backed credit worldwide, with an ... |
| | | ... investment vehicles," Walsh concluded. Franklin Templeton's co-head of APAC Matt Harrison added: "Felicity brings with her a wealth of experience working with various client segments. Australia and New Zealand are key markets for Franklin Templeton ... |
| | | ... operating officer position in February last year. Prior to his Mercer appointment in 2017, Stevens was general manager of wealth management at Colonial First State for 12 years. He has also had tenures at Avanteos and Aviva Australia as chief operating ... |
|