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| | | ... solutions. "Each year more advisers are turning to managed accounts because they allow for a more holistic approach to wealth planning," Blewitt said. "The ability to tailor portfolios to meet the specific financial and lifestyle goals of clients is ... |
| | | | ... when the demand for financial advice is high, and adviser numbers are low," Morris said. Likewise, Ords head of private wealth Frank Hegerty said it's encouraging to see many established wealth management professionals view the firm as a wealth manager ... |
| | | | ... carries a financial services business. Surtenich was the director and responsible manager of AFS Licensee (AFSL) Suetonius Wealth Management between 28 July 2020 and 14 December 2020, where he recommended to at least 18 clients that they invest in a ... |
| | | | ... works with fund managers from across the globe and represents them in the institutional, family office, private bank, and wealth manager investor segments. |
| | | | ... assets and traditional finance. He sees second and third-generation high-net-worth clients who want to do more with their wealth than invest in bonds, equities, and property. The focus on capital markets will enable the new firm to offer a wider range ... |
| | | | Mercer continues to bump up its wealth distribution team by adding two new staffers. Matthew Young and Staten Janes have both been hired as senior sales leaders, based in Sydney. Young joined FIIG Securities, where he was head of intermediary distribution ... |
| | | | ... second executive to depart Fidante Partners in the last week. After six years there, Matthew Holberton has left to join Ares Wealth Management Solutions. |
| | | | Iress, the financial services software and data firm, has made two hires to its Asia Pacific wealth team. Callum Masson and Martin Johnson have been appointed executive general manager of product and technology and general manager of technology respectively. ... |
| | | | ... CoreData showed. Some 50% of HNW advisers predict that non-custody solutions will have either a growing or essential role in wealth management over the next three to five years. About 37% of advisers said their clients invested in alternative assets ... |
| | | | ... lead her family office and philanthropic venture, founded in 2023. Through Coaxial, Forrest will redistribute her personal wealth, particularly in support of disadvantaged children, families and communities. Its first major program, Project Oasis, is ... |
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