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Showing 691 - 700 of 3361 results for "Wealth management"

AMP advances demerger

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... strategies. "AMP has been rapidly transformed over the past three years. We are no longer a life insurer. In wealth management we have shifted from a vertically integrated proposition to a contemporary, customer-led service provider. We have invested ...

Maple-Brown Abbott adds distribution role

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... equity and global emerging markets equity capabilities. Srinivasan, who has more than 20 years' experience in wealth management, was most recently head of strategic accounts at Colonial First State (CFS). Chief executive and managing director Sophia ...

AMP flags $325m performance hit

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... non-cash and related to legacy issues. In its September quarter update, the group reported mixed results. The wealth management business saw $1.4 billion in outflows while the North platform swelled by $1.7 billion. Wealth management assets under management ...

Director appointment, retirement at Raiz Invest

CHLOE WALKER  |  FRIDAY, 26 NOV 2021
... Malaysia operations and are poised to enter the Thai market," Kalman said. "Raiz is a great success story among the wealth management fintech start-ups in Australia," Grimshaw said. "Not only has it established a firm foothold in the Australian market ...

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... remain with Morningstar. Bryant has an extensive track record in leadership roles across financial advice and wealth management, and brings a deep knowledge of advice and the needs of advisers. Prior to this role, Bryant held executive roles in the wealth ...

Adviser jailed for illegal super access

KARREN VERGARA  |  WEDNESDAY, 24 NOV 2021
... early access of clients' superannuation to the tune of $1.5 million. Victoria-based Ahmed Saad operated Saad Wealth Management between 10 April 2012 until 16 October 2017 as a former Apogee Financial Planning authorised representative. Between 11 ...

High-net-worth investors richer, optimistic

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... "This presents an opportunity for Australian investment advisers to help meet these needs via a holistic total wealth management experience. Articulating the value their advice can bring and adapting to provide HNWs with superior and sophisticated service ...

BlackRock Australia expands client distribution team

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... our whole portfolio business and our focus on our clients, as we help guide them through the dynamics of the wealth management environment. "Drawing on the scale and breadth of our global platform, BlackRock is uniquely positioned to partner closely ...

U Ethical names chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
... portfolios, U Ethical said. He has more than 15 years' experience in financial services, including roles with UBS Wealth Management and Nomura International. "I look forward to building on the strong investment and ethical outcomes that James has ...

Trustees Executors awards technology mandate

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
New Zealand's oldest trustee company has chosen a technology partner for its new wealth management joint venture. Trustee Executors selected SS&C Aloha for the joint venture, called Flint Wealth, which is a wrap account wealth management solution. SS&C ...