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Showing 701 - 710 of 3361 results for "Wealth management"

Kelly+Partners to acquire firm

ANNABELLE DICKSON  |  TUESDAY, 9 NOV 2021
... the NSW Central Coast. A Kelly+Partners subsidiary acquired a 51% stake in the group which includes private wealth management, life insurance broking, finance broking and accounting and tax. Kelly+Partners Central Coast acquired the full fee base from ...

HSBC AM names regional chief

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... management within the bank's institutional business. Before Fidelity, she held senior management roles in the wealth management divisions of JPMorgan, AXA, and Hang Seng Bank. In her new role, Ho will be responsible for leading and growing HSBC AM's ...

Netwealth proposes merger with Praemium

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
... Praemium said in a statement. If Netwealth and Praemium were to merge, it would create the largest independent wealth management platform in Australia with $72 billion in platform funds under management and $22 billion in non-custodial assets. Netwealth ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
... worked at Lusher Financial Services, BT Funds Management and the ATO. Samson on the other hand worked at Baharian Wealth Management, Westpac and Aon Hewitt. "At one point, we considered the self-licensing option but with the complexity of a constantly ...

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... investment products traditionally only available through personal advice. Its white label partners already include wealth management firms, Hamilton Wealth Partners, Wentworth Securities and Collins House Private Wealth and asset managers, SG Hiscock ...

AMP reports mixed quarter

JAMIE WILLIAMSON  |  THURSDAY, 21 OCT 2021
AMP's wealth management business saw $1.4 billion in outflows last quarter and AMP Capital's assets dropped by $7 billion; however, its North platform swelled by $1.7 billion. Providing a quarterly update to the ASX this morning, AMP said improved ...

BlackRock names APAC wealth lead

KARREN VERGARA  |  TUESDAY, 19 OCT 2021
... appointed Guilherme Lima to the position of Asia Pacific head of wealth, responsible for developing strategies for wealth management, private banks and family office clients. Lima has relocated to Hong Kong for the role. Previously, he was based in Sydney ...

FinClear wins Ord Minnett mandate

KARREN VERGARA  |  MONDAY, 18 OCT 2021
... discussions and due diligence with us, they have instead decided to stay. Ords is a mainstay of the Australian wealth management landscape, and we look forward to serving them," he said. Last week, FinClear took on third-party clearing services for global ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Thompson - Finnacle (NSW) FPA Paraplanner of the Year Award Andrew Mann - Tupicoffs (QLD) Elora Shine - Cooper Wealth Management (NSW) FPA University Student of the Year Award Nicole Gardner - Kaplan Professional (VIC) Martin Jack - Griffith University ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The $28 billion wealth management firm awarded a mandate to a local fintech as it looks to enhance its client onboarding experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers ...