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Showing 621 - 630 of 3361 results for "Wealth management"

Super funds to reach $1tn by 2040: KPMG

ANDREW MCKEAN  |  FRIDAY, 27 MAY 2022
... pressure on a segment of the sector which will result in further consolidation, the report added. KPMG asset and wealth management national sector leader Linda Elkins said: "Funds that continue to look forward, and successfully refresh and develop their ...

JBWere seals strategic alliance with Lombard Odier

ANDREW MCKEAN  |  FRIDAY, 27 MAY 2022
... business' relationship. The two have come together based on their values and relationship-based approach to wealth management, they said. "They plan to continue to collaborate to bring the latest thinking, research and investment advice to enhance their ...

Natixis appoints to management committee

CHLOE WALKER  |  TUESDAY, 24 MAY 2022
... considerations, it said. Joining the management committee is Natixis head of Asia Pacific Fabrice Chemouny, Natixis Wealth Management chief executive Audrey Koenig, head of global corporate communications Alix Boisaubert and global chief compliance officer ...

Crestone warns on economic challenges

CHLOE WALKER  |  MONDAY, 23 MAY 2022
Following the 2022 federal election, Crestone Wealth Management has provided a special report, summarising policy implications for the markets. "For markets, the election has been fought along lines that are likely to be less impactful for markets in ...

How AMP plans to bounce back

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... smaller business it will be moving forward. She identified the North platform as its biggest opportunity in wealth management, saying AMP will work to expand its relationship with independent financial advisers to grow the platform. However, AMP's ...

CountPlus names chief executive

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... held senior roles at some of the largest institutions. Prior to NAB, Humphrey was executive general manager, wealth management at Commonwealth Bank and, prior to that, oversaw Commonwealth Financial Planning and BankWest Financial Advice. He also spent ...

ASIC bans financial adviser for five years

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
... authorised representative of Lifespan Financial Planning until March 2021 before a two-month stint with Shartru Wealth Management at the end of 2021. ASIC also found Guan was not competent to provide financial services as he had failed to identify that ...

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
Clime Investment Management has acquired a Melbourne wealth management business for $7 million. The ASX-listed manager will acquire MTIS Wealth Management on July 1, adding about $380 million in funds under management to its pool and total gross revenues ...

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... Victorian, South Australian and Tasmanian financial advice markets. Jenkins has over 15 years' experience in the wealth management industry, having covered sales, client services, product and platform development and stakeholder management will be based ...

Foresters Financial appoints head of partnerships

ANDREW MCKEAN  |  THURSDAY, 12 MAY 2022
... experience at Audrey Page and Associates. She also has had experience as a sales and marketing leader in AMP's wealth management division. For six years Liakopoulos also worked as a principal consultant and national sales manager at ipac. Sakellaris ...