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Showing 7271 - 7280 of 9290 results for "wealth"

Attitude overhaul needed: Perpetual

ELISE BURGESS  |  FRIDAY, 2 MAR 2012
... allocation severely undervalued. Richard Brandweiner, Perpetual's group executive for income and multi sector, said the wealth management industry has yet to earn the trust of clients, who are instead looking at cases of fraud and gaps in the education ...

Lowenhaupt Global Advisors names executive director

RACHEL DAVIS  |  FRIDAY, 2 MAR 2012
... long track record of success in applying the best practices of North American family offices to families of significant wealth in Australia." LGAA works closely with Lowenhaupt Global Advisors in the United States to help individuals and families to ...

MLC MasterKey Business Super wins mandates

MELANIE TIMBRELL  |  THURSDAY, 1 MAR 2012
... financial education, online support and the MLC Member Rewards Program. "We have drawn upon the resources of MLC & NAB Wealth and the wider NAB Group to put together competitive deals that are tailored to each company's needs and wants," Michael Mulholland ...

Acquisitions and cost savings key for SFG

MELANIE TIMBRELL  |  TUESDAY, 28 FEB 2012
... business Western Pacific Cleveland Practice, revenue rights to the Symetry Portfolio Service Platform and the Melbourne-based wealth management firm Jeena. Funds under management were up 6% on pcp to $4.0bn, bolstered by inflows to the Group's new strategic ...

Investment complexity on the rise for UHNW clients

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
... pools of capital, even for the same clients," said Galligan. The Credit Suisse Research Institute's most recent Global Wealth Report shows that half of all adults in Australia have a net worth of more than $222,000, making median wealth in Australia ...

New appointments at Aon Hewitt Wealth Management

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
Aon Hewitt Wealth Management has appointed former BT Financial Group senior manager Prue Petinsky head of product development. Petinsky assumes responsibility for the Aon Master Trust's program of continuous improvement amid the backdrop of current ...

Russell Investments opts out of S&P

CLAIRE MCGREAL  |  MONDAY, 27 FEB 2012
... follows S&P Capital IQ' s announcement earlier this month that it would no longer be conducting local funds research and wealth management services here from October. A spokesperson for Russell Investment told Financial Standard the move reflected this ...

Plan B continues eastern state expansion

ELISE BURGESS  |  FRIDAY, 24 FEB 2012
West Australian wealth management firm, Plan B Group Holdings, is continuing expansion to the eastern seaboard and fast-tracking its acquisition of the My Adviser planning network. On April 21 last year Plan B announced it would acquire a 33% stake ...

Crescent Wealth partners with US fund manager

CLAIRE MCGREAL  |  FRIDAY, 24 FEB 2012
Australian Islamic fund manager Crescent Wealth has partnered with US Islamic fund manager Saturna Capital to manage its soon to be launched international equity fund. Saturna Sdn Bhd, which is licensed as a fund manager in Malaysia and owned by Saturna ...

MLC and JANA form powerhouse consulting business

CLAIRE MCGREAL  |  WEDNESDAY, 22 FEB 2012
... executive Ian Patrick told Financial Standard that the move has been in the pipeline for some time. "The broader MLC NAB Wealth group has had these two implemented consulting business for a number of years, and the question has always been, is the market ...