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Showing 41 - 50 of 186 results for "Global Wealth"

Principal Financial Group to rebrand investment unit

CASSANDRA BALDINI  |  TUESDAY, 11 OCT 2022
... investment options such as model portfolios and direct lending, respectively. Hires, to support growth initiatives like global wealth alternatives and liability-driven investments, have been made. The client experience will also shift towards a digital ...

UBS launches small cap strategy in Australia

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
... clients access to a best-in-class global offering. "In a first for UBS Australia, we have collaborated with our global wealth and advisory business to draw on their insights into what clients here and around the world are seeking from an investment product ...

FNZ acquires private banking tech firm

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
... wealth globally and will support FNZ in delivering on its promise to open up wealth and serve the US$240 trillion global wealth market. FNZ chief executive Adrian Durham said the firm's success has always been based on understanding the needs of ...

PIMCO selects new head of local business

ANDREW MCKEAN  |  MONDAY, 9 MAY 2022
... institutional account management Eric Frerer. Watkins will also closely collaborate with head of distribution of global wealth management Brendon Rodda. Watkins starts in the role today and is based in PIMCO's Sydney office. Prior to joining PIMCO, Watkins ...

PIMCO dumps LIT launch

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
... Mead. Adam Bowe, Giang Bui, and Jing Yang were also on the portfolio management team. PIMCO head of distribution, global wealth management in Australia Brendan Rodda said the experience has highlighted that while there is demand for the kind of strategy ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
UBS is expanding its global wealth management offering, with a focus on affluent young people and multicultural investors. UBS has acquired Wealthfront, an automated wealth management platform serving millennial and Gen Z investors, for US$1.4 billion. ...

Use of cryptos to boom in 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 21 JAN 2022
... may follow El Salvador's lead and adopt crypto as legal tender. Earlier this month Nigel Green, chief executive of global wealth manager deVere Group, said he believes at least three other countries will do the same this year. "Low-income countries have ...

PineBridge hires Asia wealth management lead

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... Asia Pacific region, accelerating the firm's ability to be well positioned to meet the needs of the expanding global wealth market, the fund manager said.

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
A global wealth management group based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney. Scotland's Gladstone Global Advisory intends to expand its wealth management operations, concentrated on Sydney, Kuala Lumpur ...

De Ferrari returns to Credit Suisse

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... Philipp Wehle will become chief financial officer of the wealth management and head of client segment management, global wealth. He will work closely with De Ferrari. Helman Sitohang and André Helfenstein have been appointed as chief executives of the ...