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Showing 591 - 600 of 617 results for "Wealth manager"

Praemium expands SMA reach into UK with Capita

ALEX DUNNIN  |  THURSDAY, 22 MAR 2007
Managed accounts technology provider Praemium, through its UK subsidiary, has signed a deal with Capita to offer separately managed accounts (SMAs) to UK independent financial advisers, wealth managers and financial institutions. SMAs are like super ...

Aviva to sponsor World Solar Race

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
The drive of wealth managers into the mainstream and out of the shackles of traditional financial arenas is continuing with Aviva announcing its sponsorship of the 2007 Panasonic World Solar Challenge race. Allan Griffiths, chief executive officer of ...

Super funds could offer transaction banking

WWW.THESHEET.COM  |  MONDAY, 19 FEB 2007
Super funds will have much greater scope to offer financial services and even transaction banking facilities to their retired members under the Simplified Super changes announced in last year's Budget. The abolition of taxes on super benefits, both ...

Wealth managers will have difficulty with AML

WWW.THESHEET.COM.AU  |  FRIDAY, 1 DEC 2006
... investor can have a direct relationship with the super fund or investment manager as well as with the planner. "If the wealth manager and the intermediary are not cooperating a money launderer can play them off very easily." Lock said he had found a ...

Smooth swimming for AUI Platypus

Six months on since wealth manager Australian Unity Investments (AUI) sealed a 50-50 joint venture with top performing boutique fund manager Platypus, the newly formed AUI Platypus Australian Equities Trust continues to beat the market. Speaking at ...

UBS builds adviser network through education

Wealth manager UBS responds to the growing need for more wealth managers and advisers in Asia by setting up a campus in Singapore that will provide financial training to existing employees and would-be advisers. The group will open the 'wealth management ...

Jury still out on community banking

WWW.THESHEET.COM  |  WEDNESDAY, 6 SEP 2006
Community banking makes us feel warm and fuzzy, but it's such a tiny market niche that it's hard to take it too seriously. Bendigo Bank has reported that almost 50,000 people have around $120 million invested in more than 180 "community bank" franchises ...

St.George rejigs wealth business

St.George has re-organised its wealth business a decade on from its historic merger with Advance Bank, which started the group's journey towards becoming one of the largest wealth managers in the country. The wealth management and retail financial services ...

ING appoints key people manager

HAMISH MADDEN  |  TUESDAY, 25 JUL 2006
... skills and experience to continue to drive the changes we need to make. We aim to be Australia's best performing wealth manager and continuing innovation in people management will help get us to a competitive edge in service. "I look forward to Brendan ...

Pentafin goes West

ALEX DUNNIN  |  TUESDAY, 18 JUL 2006
Financial services software specialist Pentafin has entered into a deal with Andrew West Stockbroking (AWS) to provide direct investment execution, settlement and information services to Pentafin's WealthVue system. The deal works two ways, with AWS ...