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Showing 51 - 60 of 284 results for %22Wealth Management Project%22

Super funds lambasted over nuclear holdings

CHLOE WALKER  |  THURSDAY, 9 DEC 2021
... those named and shamed. In contrast, the report noted that Active Super, Australian Ethical, Christian Super, Crescent Wealth, Future Super and Verve Super have already divested from all companies that derive revenue from nuclear weapons. The companies ...

U Ethical Investors announces new relationship manager

CHLOE WALKER  |  WEDNESDAY, 8 DEC 2021
... manager. Asai joins U Ethical's distribution team at a pivotal time, as the fund manager expands further into wealth management and institutional markets. With over 15 years' experience in institutional sales, equity investment analysis and ESG ...

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The trustee and wealth management business of MyState Group appointed two senior managers as it aims to grow its funds under management. Joe Youssef joined as senior manager, wholesale and Trev McCallum has taken on the role of senior manager, wholesale ...

Hyperion Asset Management builds out team

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... to Hyperion's senior management. Meanwhile, Alexandra Clarke was appointed as general executive, joining from ClearView Wealth where she was a senior investment and macro research analyst and contributed to asset allocation and multi-asset portfolios. ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... First State and general manager of advice strategy and projects at Commonwealth Bank, before leading Chelsea Wealth Management. In recent years, he has been independently consulting. "Morningstar has such a depth of capability and expertise in investment ...

ASIC settlement hits E&P profits

KANIKA SOOD  |  TUESDAY, 24 AUG 2021
... real asset strategies and funds. Statutory loss of $18.8 million was led by $11.2 non-cash impairment of goodwill in E&P Wealth, its costs of takeover defence against 360 Capital and costs of the ASIC action against Dixon Advisory & Superannuation Services ...

Alceon launches retail fund

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
... institutional investors and family offices have been increasing their capital allocation to secured private debt, but so far wealth advisory groups have had limited access to this sector," Alceon Group director and head of wholesale capital Omar Khan ...

Allianz Retire+ chief steps down

ANNABELLE DICKSON  |  TUESDAY, 13 JUL 2021
... expediting our product development capabilities and deepening our client partnerships across the institutional and wealth management channels."

Hejaz expands with three new funds

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... Australian Muslims should not have to sacrifice their beliefs and risk getting left behind in terms of being able to accumulate wealth and retire with a good amount in their nest egg. As an Australian Muslim himself, Ozyon recalls the lack of financial ...

Sequoia launches family office

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
In its latest move to expand its wealth business, Sequoia Financial Group has launched the Sequoia Family Office. The new business will target local ultra-high and high-net-worth investors with between $5 million and $100 million in investable funds. ...