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Showing 551 - 560 of 617 results for "Wealth manager"

Equities jackpot for HNWs

RUTH LIEW  |  TUESDAY, 16 JUN 2009
Over 90 per cent of wealth manager clients will demand direct equity investments in the next two years, new figures show. A survey by Datamonitor shows that wealth managers, who serve the financial needs of HNW individuals, expect that over 90 per cent ...

Super escapes budget knives

ALEX DUNNIN  |  WEDNESDAY, 13 MAY 2009
Generally positive reactions by wealth managers to the second Rudd-Swan federal budget indicate the industry increasingly knows its place in the political landscape. Driving the mooted reaction is how kind the Treasurer Wayne Swan was to the superannuation ...

Market Wrap - Midday

AAP  |  WEDNESDAY, 11 MAR 2009
Australian stocks have been buoyed by Wall Street's overnight rebound, maintaining an almost two per cent surge throughout Wednesday morning. At 1200 AEDT, the benchmark S&P/ASX200 index was up 62 points, or 1.95 per cent, at 3,246.5 while the broader ...

Praemium teams up with BNP Paribas

RUTH LIEW  |  WEDNESDAY, 11 MAR 2009
Aussie tech firm Praemium is poised to shake up the discretionary market in the UK when it teamed up with BNP Paribas to create a discretionary and platform service there. ASX listed Praemium partnered with BNP Paribas to target advisers and wealth ...

Morgan Stanley and Citi to merge

RUTH LIEW  |  THURSDAY, 15 JAN 2009
Morgan Stanley and Citi are combining their resources to create the world's largest wealth manager boasting 20,000 financial advisors. Morgan Stanley and Citi announced yesterday that it would combine Morgan Stanley's Global Wealth Management Group ...

IOOF and AWM sign $88b merger

RUTH LIEW  |  MONDAY, 24 NOV 2008
IOOF Holdings has approached Australian Wealth Management with a merger proposal that will see both companies unite to become a $88 billion fund management giant. Both fund managers released statements on the Australian Securities Exchange today detailing ...

Westpac names merger team

MICHAEL HOBBS  |  THURSDAY, 20 NOV 2008
Westpac has named its top executives following the merger, with Rob Coombe appointed as the chief executive of the enlarged wealth management business, BT Financial Group. Geoff Lloyd, St. George Wealth group executive and head of Asgard Wealth Solutions ...

Præmium adds CRM service

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
Portfolio administration provider, Praemium is helping financial planners monitor client relationships by adding SYNCRM's FPS software. SYNCRM's FPS centres on the Customer Relationship Management (CRM) service, which allows planners to customise and ...

MCG appoints Select

RUTH LIEW  |  MONDAY, 20 OCT 2008
MCG Wealth Management has appointed Select Asset Management to administer its portfolio management process. MCG, which manages $250 million on behalf of 45 high net worth Australian families, first started using a number of Select funds around 2003 ...

ANZ to become top four bank in Vietnam

MICHELLE BALTAZAR  |  MONDAY, 13 OCT 2008
Homegrown bank and wealth manager ANZ is set to open new branches and expand services in Vietnam after receiving a licence of incorporation from the State Bank of Vietnam. The landmark move was witnessed by Vietnam Prime Minister Nguyen Tan Dung and ...