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Showing 501 - 510 of 3756 results for "Operations"

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... is most common, often coupled with external work experience and capital for entrepreneurial ventures." In terms of operations, family offices are focused on managing costs, and recruiting and retaining top talent. The average family office costs US$3.2 ...

Antipodes acquires boutique manager

KARREN VERGARA  |  MONDAY, 29 APR 2024
... and deliver even greater value to investors in the future." Premium Asia Funds Management head of distribution and operations, and chief investment specialist Jonathan Wu has taken on the role of investment director for Asia at Antipodes. Wu co-founded ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... management among 850,000 customers. It will only transition accounts and associated AUM and not staff, technology, or operations involved in running the robo-advice offering. The transition is expected to take place around the end of June. "This acquisition ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... potential risk of client relationship harm," the report said. "The challenge is to modernise and simplify front-office operations in a smooth way, increasing productivity and enhancing experiences while maintaining a high level of client centricity." ...

ISPT issues $1.5bn sustainably linked loan facility

ANDREW MCKEAN  |  MONDAY, 22 APR 2024
... believe that this transaction reinforces ISPT's approach to embedding responsible investment into every facet of our operations." ISPT's sustainability linked loans will be tied to the company's sustainability performance targets, which include metrics ...

T. Rowe Price appoints local operations chief

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... has appointed a regional operating chief who will relocate to Sydney from the London office. Financial services and operations professional Tim Chamberlain is the new Asia Pacific regional chief operating officer, effective next month. In his new role ...

ASIC chief executive to depart

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... interest in supporting and seeing succeed," Longo said. "Since I embarked on the review of ASIC's infrastructure and operations on my first day as ASIC chair, Warren has played a significant leadership role, particularly with leading the organisational ...

Superhero introduces $2 brokerage

KARREN VERGARA  |  MONDAY, 15 APR 2024
... sophisticated omnibus model for its online trading platform, typically reserved for major institutions, which streamlines operations and reduces costs, and benefits that are directly passed on to customers," he said. From May 1, Superhero customers will ...

Life insurers struggle with code compliance

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... concern. McClelland said under-reporting limits a life insurer's ability to address issues effectively and improve operations. She urged all life insurers to review their processes for detecting, recording, and reporting breaches to ensure transparency ...

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... performance and attribution reporting we require via a robust, low-risk system solution," Qantas Super head of investment operations Dan Healey said. Ortec managing director for APAC Stefano Seung Jin Lee added: "They [Qantas Super] are constantly evolving ...