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Showing 601 - 610 of 617 results for "Wealth manager"

Self-employed have different banking and investment needs

WWW.THESHEET.COM  |  THURSDAY, 15 JUN 2006
Do self-employed people need different types of banking and investment products? Probably, if the statistics from GE Money are to be believed. Self-employed people, refinancing existing loans, and disinterested in paperwork appears to the profile of ...

Julius Baer and Aurora offer fixed interest

HAMISH MADDEN  |  WEDNESDAY, 17 MAY 2006
... across any asset class& we benefit from a high degree of flexibility." Julius Baer is Switzerland's largest pure wealth manager, with $320 billion assets under management around the world.

ING walks the line: Number one for customer service

Of the top 10 wealth managers in Australia, ING crossed the line first in a survey of customer service satisfaction. In an AC Nielsen survey of the top 10 wealth managers (by customer share) canvassing 22,527 respondents over the second half of 2005 ...

Unisys and Centricom launch enhanced secure online transaction system

Unisys continues its march into Australian wealth management by partnering with Centricom to jointly launch a secure online payments management system. The initiative sees Unisys provide the business processing back-end for the online debit payment ...

Ezy Banking shows direct-selling is tough

WWW.THESHEET.COM  |  FRIDAY, 9 DEC 2005
For wealth managers exploring if they can make money from direct, no-advice product, CommBank's Ezy Banking is a product the direct-sellers should study long and hard before launching their own too quickly. Commonwealth Bank's accumulated losses on ...

WM executives need to improve their negotiation skills

While the changing industrial relations (IR) landscape may promote disputes, it also creates opportunities for good negotiators particularly concerning wealth management. Katie Graham, Managing director of The Resolution Centre says "for most Australians ...

We may need more flexible retirement age limits: Treasurer

Federal Treasurer Peter Costello says that sustaining economic growth means workers may have to be allowed to delay retirement. This means, he says, that we are going to have to get used to people working until they are older than we are now used to. ...

Russell goes lifecycle

... backed by Russell's global investment disciplines. The portfolio suite aims to compete with industry funds and other wealth manager solutions that also present simplified solutions to investors and reflecting this the portfolios will be available through ...

Saunders to leave Challenger following QIC deal

... currency and other alpha generating products are also being considered. "We are pleased to be working with a leading wealth manager who manufacturers quality investment products for clients and have enjoyed working with Challenger's skilled management ...

Complete makeover for Fiducian team

Wealth manager Fiducian Portfolio Services has announced the complete restructure of its distribution team with three appointments being included as part of the process. In the restructured environment, Michael Nicholson becomes Fiducian head of financial ...