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Showing 6711 - 6720 of 9288 results for "wealth"

BEN boosts margin lending arm with new appointment

JAMES FERNYHOUGH  |  TUESDAY, 9 JUL 2013
... business, Leveraged Equities (LE). The appointment is from within, with Tullio previously holding the position of head of wealth markets at BEN. The move back towards LE is a response to a perceived improvement in investor sentiment, after years of caution ...

Macquarie Group tops global alternative investment table

MARK SMITH  |  TUESDAY, 9 JUL 2013
... institutional investor in alternative assets, representing over a third (36%) of the Top 100 alternative managers' assets. Wealth managers followed with 19%, then insurance companies (9%), sovereign wealth funds (6%), banks (5%), funds of funds (3%) ...

New fund launched for wealthy migrants

MARK SMITH  |  FRIDAY, 5 JUL 2013
... time establish businesses here creating employment opportunities across the economic spectrum," he said. A number of other wealth managers have set up similar products, including Credit Suisse Private Bank and Macquarie Specialist Investments.

Lifewise joins independent dealer group

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
Queensland-based Lifewise Wealth Protection has joint non-aligned dealer group Synchron. Lifewise has 2,000 clients and its owner and managing director Chris Kelaart made the decision to join Synchron when he realised that "despite Lifewise now having ...

ASIC urged to extend 'wet signatures' exemption

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
... made through a secure electronic means where the origination of the application is via an AFSL holder such as a broker, wealth adviser or dealer group. "AMFS should not be the only party to be able to have this exemption. For competition, fair pricing ...

More than 8,000 advisers using IRESS XPLAN

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
... Advice (FoFA) reforms, the software provider has said. According to IRESS, the 'vast majority of Australian institutional wealth businesses, many high profile boutiques, independent AFSLs and a large number of independent advisers' are among the advice ...

Wilson HTM MD resigns on securities buyout plans

ALICE URIBE  |  TUESDAY, 2 JUL 2013
... who was appointed managing director in October 2011, for his services to Wilson HTM through a challenging period for the wealth management sector.

FIIG snaps up Macquarie CIO

JAMES FERNYHOUGH  |  TUESDAY, 2 JUL 2013
... risk management and product development. He will report directly to CEO Mark Paton. "Craig has extensive experience in wealth management across diverse investment products including fixed income," Paton said. "His track record of leading businesses on ...

Super set for best year since 2007

ALEX DUNNIN  |  TUESDAY, 2 JUL 2013
... months were OneAnswer with 22.2%, HOSTPLUS with 21.4%, IOOF Portfolio Service with 20.1%, Mercer with 20.0 and Perpetual Wealth Focus with 19.7%. Master trusts made up four of the top 10 Workplace funds and seven of the top 10 Personal funds.

Ironbark acquires Deutsche AM Australia

MARK SMITH  |  MONDAY, 1 JUL 2013
... while the investment management teams remain the same. Ironbark has promoted, distributed and serviced Deutsche Asset & Wealth Management's retail funds since 2009 and Ironbark chief executive Chris Larsen said the acquisition was a natural progression ...