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Showing 541 - 550 of 3361 results for "Wealth management"

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... $1.3 million in cash and acquire a 40% stake in Human Financial. For the half-year 2023 reporting period, the wealth management unit earned $10.9 million in revenue, declining 32% from the prior period. Funds under management dropped to $3.3 billion ...

TrustQuay, Viewpoint merge to accelerate change

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
TrustQuay and wealth management solution provider Viewpoint have agreed to join forces to fast-track automation and digitalisation across trust, corporate and funds services. Through the collaboration, the companies will be able to scale up their professional ...

AMP profits, declares first dividend since 2019

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2023
... Capital. It was also impacted by $25 million in remediation costs and $61 million in transformation costs. The wealth management business saw its assets drop from $142.3 billion to $124.2 billion, impacted by investment markets but also due to advice ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... the needs of women investors, these are niche and do not reflect the larger opportunity on offer to the whole wealth management industry," suggests Netwealth's managing director Matt Heine. Heine said the white paper provided valuable insights into the ...

Alternatives fund manager names sales lead

KARREN VERGARA  |  WEDNESDAY, 8 FEB 2023
... Unity, Afflitto spent nearly 10 years at JBWere, working in equity and debt capital markets syndication, private wealth management and technical services. He began his career as an accountant at Walker Wayland Advantage and PKF. Jameson TTB co-founder ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
... accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As part of the Bentleys Network, the business also has over 2000 clients. The deal follows shortly ...

AMP completes infrastructure equity business sale

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... said the completion supports its strategic objective to simplify its portfolio and focus on retail banking and wealth management operations in Australia and New Zealand. Further, AMP chief executive Alexis George said the completion of the sale marked ...

AMP warns $68m impairment expected

CASSANDRA BALDINI  |  WEDNESDAY, 25 JAN 2023
... This action will help to ensure we are well positioned for the future, to deliver on our strategy as a focused wealth management and retail banking business in Australia and New Zealand." The results will be announced next month.

Natixis APAC lead takes bigger role

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2023
... will oversee the distribution activities of EMEA, APAC and Latin America. He will report to head of asset and wealth management within Groupe BPCE's Global Financial Services, Tim Ryan. Chemouny has been head of Asia Pacific since 2017. He's been with ...

Bravura restructures operating model, makes new appointments

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... Warwick has more than 20 years' experience in technology roles, most recently as chief information officer for UK wealth management company Quilter. He has also held chief information officer accountability on behalf of Aviva and Zurich. Bravura chair ...