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| | | ... "Extremely cheap products, simply delivered but very heavily marketed, could have a chance of disrupting the Australian wealth management market in the years ahead," the report continued. "A memorable example in the banking segment was when ING Direct ... |
| | | | ... First State. Eight Investment Partners (8IP) was given the nod to manage a small cap Australian equity portfolio for the wealth management group. The boutique was established in 2009 by Kerry Series, who previously co-founded Perennial Investment Partners. ... |
| | | | ... financial advice team with five new appointments, including three ex-Macquarie advisers. Since restructuring as a holistic wealth management business and recruiting Macquarie Private Wealth North America chief executive Earl Evans, Shaw has appointed ... |
| | | | ... cents per share. "The strong result in FY15 was driven through the focused execution of our strategy to deliver real estate wealth solutions by growing our funds management platform and undertaking quality residential and non-residential developments ... |
| | | | ... partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal joint chief executive ... |
| | | | ... about $53 billion across a range of strategies for over 125 institutional investors worldwide including large sovereign wealth funds as well as government and corporate pension funds. It manages about $2 billion for Australian institutional investors. ... |
| | | | ... client. We have utilized the newest technology and kept true to our mantra - fast, clear, concise," Ratcliff said. Keystone Wealth managing director Steven Barclay commented on the service, saying, "Our firm has been a long-time supporter of BMR Corporate ... |
| | | | ... increase in in-force premium. ClearView's financial advice arm also grew profits by 27% to $4.4 million. Profit for its wealth management business, however, dropped by 70% on FY2014 to $1.8 million; ClearView's statement attributes this to investments ... |
| | | | ... professional advice that covers not just superannuation-related topics but broader financial issues such as investment strategies, wealth accumulation, insurance or retirement and estate planning," McCartney said. |
| | | | ... to attract as much smart capital as we can," Dunn said. Among the 41 start-ups, employing about 120 people, are several wealth management operations. Examples include: Macrovue - a platform building thematic professional portfolios or "Vues" that can ... |
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