Search Results | Showing 581 - 590 of 5659 results for "Solutions" |
| | | ... coming weeks to help advisers with their meeting prep for clients. We've been working on a couple of at scale AI solutions, and I want to continue investing in that because I think we can make life easier for them with those solutions," George said. ... |
| | | | ... Suisse, and associate director at Macquarie Funds Group, where he developed expertise in delivering bespoke financial solutions for high-net-worth (HNW) clients. Partners Wealth Group managing director Mathew Cassidy said Herd's experience and proven ... |
| | | | ... of the main findings in SuitabilityHub's 2025 Platform Market Wrap report, which analysed 18 platforms and portfolio solutions. "One of the areas that a lot of advice practices struggle with each year is the ongoing fee consent," Peker told Financial ... |
| | | | ... global. ViewTrade Australia is a subsidiary of ViewTrade Holding Corp, which provides brokerage, technology and financial solutions to over 300 financial institutions in over 30 countries including Australia and New Zealand. Under the agreement, ViewTrade's ... |
| | | | ... Management. Channel Investment Management is the RE as well as the investment manager for the fund. Brookfield Oaktree Wealth Solutions acts as distributor. This is the first time that Channel IM has partnered with Brookfield Oaktree Wealth Solutions. ... |
| | | | ... team at Ares Management Australia, has departed the company Fleiter was a relationship manager in the global client solutions group, where he focused on institutional client management for Australia and New Zealand. He reported to former AMP Capital ... |
| | | | JP Morgan Asset Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New ... |
| | | | ... assets manager research team in Australia. Before joining WTW, Kelly spent 8 years with PwC in the risk and controls solutions practice and was a senior Manager when I left PwC in 2012. Interestingly, Zinurova moved to Wilsons Asset Management from WTW ... |
| | | | ... providers, IT services and healthcare assets. The firm has taken a strategic interest in Perth-based SAP partner DyFlex Solutions and recently invested in Digital Matter. For its part, EQT is expanding into the Australian energy and environmental sector ... |
| | | | ... the new appointment on social media, Chugh said joining PIMCO has "reignited his passion for innovation in investment solutions." "I am excited to help build and support our ETF platform's development and growth." Chugh was made redundant by Global ... |
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