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Showing 601 - 610 of 3361 results for "Wealth management"

LGT Crestone hires head of sustainability

RACHEL ALEMBAKIS  |  FRIDAY, 15 JUL 2022
LGT Crestone has hired Amanda MacDonald as head of sustainability, joining from Perpetual Private. MacDonald reports to LGT Crestone Wealth Management's deputy chief investment officer Kevin Wan Lum. She is tasked with managing LGT Crestone's ...

Akambo grows leadership team

CASSANDRA BALDINI  |  THURSDAY, 14 JUL 2022
... of its holding company. The integrated financial services business recently merged with the well-established wealth management firm First Financial. The merger aimed to establish a powerful presence in the financial services space with 3000 clients and ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
BetaShares has made a raft of appointments, including adding two to its sales leadership team to oversee wealth management and high-net-worth groups. All five appointments are internal promotions and have been made to the ETF manager's sales, distribution ...

AMP appoints general manager, wealth distribution

CHLOE WALKER  |  THURSDAY, 7 JUL 2022
... Sorgini has been appointed to the role of general manager of wealth distribution, as part of AMP's Australian Wealth Management business. Having acted in the role since February this year, Sorgini's permanent appointment takes immediate effect. Previously ...

Findex promotes new regional partners

CHLOE WALKER  |  WEDNESDAY, 6 JUL 2022
... owned financial advisory's commitment to supporting regional clients. The expertise of new partners spans across wealth management, business advisory, tax advisory, risk insurance, audit and consulting sectors. Across wealth management, promotions were ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM). The purchase was made through Diverger Wealth Holdings. McGregor is licensed by GPS Wealth, which is also a wholly-owned ...

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
The Australian wealth management technology platform is partnering with financial planning solution Voyant to provide enhanced client experience and performance optimisation. The integration, which comes just one year after Voyant's entrance into the ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... published by Oliver Wyman and Morgan Stanley, leading firms that are accelerating the transition to the next era - "Wealth Management 3.0" - have been investing high single-digit percentages of their revenues in this transformation effort and are planning ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... Western Australia with the launch of its first Perth office. After acquiring EL & C Baillieu in November 2020, the wealth management group said it was the combination of both businesses that strengthened its Western Australian attachment. "The two businesses ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
... Padua Compare tool," he said. Padua added it will continue rolling out advice solutions with an initial focus on wealth management. It also expects to add insurance and comparable risk insurance for retail and superannuation options in the future. Padua's ...