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Showing 571 - 580 of 617 results for "Wealth manager"

Health insurance lobby lessons

ALEX DUNNIN  |  TUESDAY, 13 MAY 2008
The reforms to the private health insurance rebate and the industry reaction to it should be studied by everyone in wealth management who seeks to influence government policy. A furious health insurance industry came out fighting yesterday after the ...

EQT signs RE deal with Martin Currie

MICHAEL HOBBS  |  MONDAY, 5 MAY 2008
Equity Trustees (EQT) has signed an agreement with Martin Currie Investment Management to act as the responsible entity for the firm's global alpha fund. Based in Scotland, Martin Currie Investment Management (Martin Currie) manages roughly $30 billion ...

Private wealth managers bank on CRM

RUTH LIEW  |  WEDNESDAY, 30 APR 2008
The need for bigger and better integrated customer management technologies is on the increase as private wealth managers jostle for a bigger share of the high net worth investors market. Eric Moore, director of sales and marketing at StayinFront Australia ...

AXA numbers down, outlook up

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
AXA Asia Pacific's first quarter results revealed a dramatic fall in net inflows across its platform, advice and investment arms, but one broker said the diversified group has fared better than most. In a triple blow, net inflows in AXA's advice business ...

Praemium and COIN connect

RUTH LIEW  |  THURSDAY, 24 APR 2008
Listed portfolio administration firm PrA|mium has launched a new interface between V-Wrap - PrA|mium's online portfolio administration service - and COIN's financial planning suite. PrA|mium claims the interface will minimise the re-keying of data between ...

2020 Summit push for life long accounts

ALEX DUNNIN  |  TUESDAY, 22 APR 2008
The wealth management industry may have been left off the 2020 Summit's guest list but that doesn't mean we were left out of the Summit's final report. The initial report outlining the summit's outcomes contains two key recommendations that could have ...

US regulation review models Australia

ALEX DUNNIN  |  TUESDAY, 1 APR 2008
The US is moving to an upgraded financial system regulatory model that should remind Australian wealth managers of the debate we had a decade ago during the Wallis Report. Central to the proposed reforms that seem to suggest Australia has become somewhat ...

Ausmaq and Praemium form IT pact

... PrA|mium's group managing director. The team up follows Ausmaq's recent win to provide managed funds admin solution to wealth manager Ord Minnett. Meanwhile, Praemium now runs more than $28.5 billion in funds under administration through its V-Wrap platform. ...

Macq expands Perth private wealth arm

MICHAEL HOBBS  |  WEDNESDAY, 13 FEB 2008
... trading and blue chip portfolio management. Risk management specialist, Sean Keady, has also been appointed private wealth manager in the Perth office. Rob Johnston, state manager at Macquarie Private Wealth Western Australia, said the expansion was ...

Macq appoints ex-Platypus fundie

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
Macquarie Funds Management has appointed Philip Pepe to portfolio manager in its High Conviction team. Pepe previously held a senior research analyst and portfolio manager role at Platypus Asset Management. During this time, Pepe was responsible for ...