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| | | ... from here and what that means for their wealth position, he says. With interest rates hitting rock bottom, RP Wealth Management principal and wealth adviser Ronald Pratap said this is a positive drawcard for people borrowing money, but an issue for those ... |
| | | | UBS is expanding its global wealth management offering, with a focus on affluent young people and multicultural investors. UBS has acquired Wealthfront, an automated wealth management platform serving millennial and Gen Z investors, for US$1.4 billion. ... |
| | | | ... investment professionals," Shelley said. "With the transfer of the MAG investment team from AMP Capital to AMP's wealth management business successfully completed as planned, we have a strong team in place, focused on delivering high-quality products ... |
| | | | ... manager with Suncorp Investment Management from 1999 to 2007. After that, she was a private client adviser at UBS Wealth Management and director at Goldman Sachs JB Were. She also makes contributions as a finance expert on ABC Radio. "I'm excited ... |
| | | | PineBridge Investments appointed a head of wealth management for the Asia region in a newly created role. The global asset manager has hired Nicolas Kopitsis, who finished up at BNY Mellon Investment Management in April 2021. At BNY, Kopitsis was the ... |
| | | | ... offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital advice, particularly as they lose unadvised investors to do-it-yourself trading ... |
| | | | A global wealth management group based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney. Scotland's Gladstone Global Advisory intends to expand its wealth management operations, concentrated on Sydney, Kuala Lumpur ... |
| | | | ... success," a spokesperson from Bennelong commented. Prior to joining Bennelong, Seric spent two years at Plan B Wealth Management in Auckland. Merricks Capital recently capped off a $40 million senior credit facility with the ICAM Duxton Port Infrastructure ... |
| | | | ... continues the trend of many mutual banks not being able to convert their highly engaged banking customers into wealth management customers." CUBS Superannuation is administered by Mainstream Superannuation Services. Its group insurer is TAL and Atchison ... |
| | | | ... new role with a US firm looking to enter Australia. Richard Harris-Smith has been appointed as vice president, wealth management and capital markets for Genpact Australia. "Richard will be responsible for driving our new sales footprint in Australia ... |
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