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| | | ... sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner and head of wealth management at BGA, says in 2016, the global advisory firm registered 43 wealth management US-centric transactions. ... |
| | | | ... profitably, while reinforcing BT Panorama's position as a flexible, future-ready platform." Meantime, Vanguard Australia head of financial adviser services Rachel White said: "BT Panorama's platform strength combined with Vanguard's investment expertise ... |
| | | | ... president, business development, institutional and will report to Gill Savage, chief executive of Acadian Australia and head of Asia Pacific. In his new role, McLenaghan will expand institutional client relationships across Australia and New Zealand ... |
| | | | ... spot, 53% of Australians said it was a miracle to retire securely, a 5% jump from 2023. Natixis investment management, head of Australia and New Zealand, Louise Watson noted Australia's superannuation system is among the best globally and plays an integral ... |
| | | | ... on product and distribution opportunities to serve their respective clients more effectively. At the time of the sale, head of Macquarie Asset Management (MAM) Ben Way said the move signalled the business' move towards private markets. "We are proud ... |
| | | | UniSuper has named a chief advice officer, promoting from within the fund. Current head of financial advice and education Andrew Gregory was appointed to the new role and will commence on October 1. As chief advice officer, Gregory will continue to ... |
| | | | ... accounts, with over 40% of funds managed outside Australia. The manager has also appointed former Koda Capital partner and head of managed investments Jason Coggins to its advisory board. Coggins comes in with 20 years of experience in investment research ... |
| | | | ... whether regulators should attempt to unify legislation in cybersecurity for all financial institutions, Northern Trust head of Australia and New Zealand Leon Stavrou points out that this is already the case, to an extent. Asset servicing banks and super ... |
| | | | ... prompt financial advisers to rethink the traditional 60-40 portfolio. This is according to CI Global Asset Management head of fixed income and private markets lead Geof Marshall, who says that intra- and inter-fund correlations are making diversification ... |
| | | | ... 'highly recommended' to 'recommended'. Despite noting similar issues persist, Zenith Investment Partners head of alternatives and global fixed income Rodney Sebire upheld the ratings for all of Metrics' funds, stating that Metrics ... |
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