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Showing 41 - 50 of 159 results for "Global Wealth"

Clients demand multiple advisers: Report

KARREN VERGARA  |  THURSDAY, 23 MAY 2019
... predictability in pricing models, and equipping advisors with ways to communicate value beyond investment returns." EY's 2019 Global Wealth Management Research Report surveyed 2000 advised clients across 26 countries.

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... at Crestone as the chief investment officer in January last year, around the same time that UBS restructured its global wealth arms as part of a $3 trillion restructure. Crestone's head of investment products and services Adam Ginnivan said the appointments ...

Corporates can help solve retirement issue: BlackRock

JAMIE WILLIAMSON  |  FRIDAY, 18 JAN 2019
... priorities, and even the specifics of its business," he said. This will have a huge impact on the US$24 trillion global wealth transfer tipped to occur in the coming years from baby boomers to millennials. In closing, Fink referenced a recent move by ...

Allianz Retire+ announces leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... Catriona Wortley as head of distribution. She was most recently vice president and account manager on the PIMCO Global Wealth Management team and has previously held roles with Zurich Investment Services and Equity Trustees. Former Macquarie Group head ...

Global wealth manager appoints new CEO

HARRISON WORLEY  |  FRIDAY, 15 JUN 2018
The US$246 billion wealth management arm of one of the world's largest global investment banks has a new chief executive. Catherine Keating has been appointed chief executive of BNY Mellon Wealth Management. Beginning the role in July, Keating has also ...

Aussie asset consultant appoints new chief executive

DARREN SNYDER  |  THURSDAY, 22 MAR 2018
... career at ANZ Group, including the role of global head of investment management in the chief investment office of ANZ Global Wealth. Additionally he has held positions with IOOF and NAB. Frontier Advisors chair Gabriel Szondy said the board had been ...

HNWIs give a boost to resurgent art market: Research

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
... collectors also disproportionately used the services of a financial adviser (73%) compared to an art adviser (8%). UBS global wealth management chief economist Paul Donovan said: "The performance of today's growing and globalised art market is a fascinating ...

UBS restructures global wealth arms

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
UBS is merging its global wealth units as part of a $3 trillion restructure. The newly formed Global Wealth Management (GWM) division will be co-led by Tom Naratil and Martin Blessing as presidents. Blessing was appointed president of wealth management ...

Australia's wealth gap deepens: Oxfam

KARREN VERGARA  |  TUESDAY, 23 JAN 2018
... wealth than the bottom 70% of Australians combined. The widening gap has reached a 20-year high. Credit Suisse's Global Wealth Report forecasts the number of millionaires in Australia will grow by 46% over the next five years, to about 1.7 million. Oxfam ...

Global wealth manager champions embattled digital currencies

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JAN 2018
One of the world's largest independent wealth management firms will introduce a cryptocurrency app, despite recent price slumps and having labelled it "a major gamble". deVere Group announced the launch of deVere Crypto which will allow users to store ...