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Showing 6311 - 6320 of 9288 results for "wealth"

Shartru completes first book builds in DomaCom fund

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
... book builds in the DocmaCom Fund to crowd fund property syndicates was completed by Sydney financial planning firm Shartru Wealth Management. Shartru introduced 30 people into the residential property investment market through the fund's crowdfunding ...

Praemium reports strong rise in SMA funds

MARK SMITH  |  MONDAY, 21 JUL 2014
Record inflows of $320 million to Praemium's separately managed account platforms in the June quarter has seen the company post new highs for funds on platform. The group's Australian SMA platform grew $200 million in the three months to end of June ...

The 60-year-old investing idea that keeps on giving

MICHELLE BALTAZAR  |  FRIDAY, 18 JUL 2014
... settings, we anticipate being able to deliver returns in this range for the foreseeable future," said Randal Williams, chief wealth management officer at La Trobe. What sets the strategy apart, said Williams, is that it leverages a co-investment model ...

PIMCO names new head of Australia

MARK SMITH  |  THURSDAY, 17 JUL 2014
... August 11. He will be responsible for leading PIMCO's business in Australia, including serving the firm's institutional and wealth management clients. The announcement follows the news that Eric J. Mogelof will replace Kim Hong as head of PIMCO Asia ...

UK has overtaken Australia for platform innovation: Bravura

ALEX DUNNIN  |  WEDNESDAY, 16 JUL 2014
Wealth platforms in the United Kingdom have leap-frogged Australian platforms because investor experience and utility is their differentiator, not the underlying technology itself. Darren Stevens, director of strategy at technology group Bravura Solutions ...

Frantic pace of alternatives growth revealed

MARK SMITH  |  TUESDAY, 15 JUL 2014
... types - shows that pension fund assets represent a third (33%) of the Top 100 alternative managers' assets, followed by wealth managers (18%), insurance companies (9%), sovereign wealth funds (6%), banks (3%), funds of funds (3%) and endowments & foundations ...

Sustaining confidence in the Australian financial system: Murray

DAVID MURRAY  |  TUESDAY, 15 JUL 2014
... crisis highlighted the long-term economic damage that is caused by banking crises, including their impact on household wealth. In Australia, the financial crisis produced a sharp fall in economic growth and an increase of nearly two percentage points ...

GPS Wealth approves DomaCom fractional property fund

STAFF WRITER  |  TUESDAY, 15 JUL 2014
Queensland-based dealer group GPS Wealth (GPS) has approved the DomaCom fractional property fund. This latest approval means that nearly 400 advisers now have the DomaCom fund on their approved product list (APL). Commenting on the approval, GPS Wealth ...

Former BlackRock exec joins Robeco

MARK SMITH  |  TUESDAY, 8 JUL 2014
... that, he was a business development manager at Colonial First State. Young has over 12 years of investment experience in wealth management and retail distribution in Sydney.

Macquarie rebukes advice, compliance concerns

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... surveillance of other financial advice businesses that have recently been a source of concern, such as Macquarie Private Wealth." The document referred to lending practices between 2002 and 2010 within Macquarie Equities Limited and Macquarie Private ...