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Showing 741 - 750 of 3363 results for "Wealth management"

Frontier welcomes family office specialist

JAMIE WILLIAMSON  |  THURSDAY, 29 JUL 2021
... Asset Management earlier in her career. Frontier said Giggins' experience will be valuable in building out its wealth management, endowments and family office capabilities. "Meirine will bring a lot of experience, both in terms of managing a portfolio ...

Natixis IM appoints APAC distribution head

KANIKA SOOD  |  WEDNESDAY, 28 JUL 2021
... corporate social responsibility strategy. Both continue to report to Natixis's global chief executive asset and wealth management within Groupe BPCE's global financial services division Tim Ryan. "These appointments reinforce our ambition to progress ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
The long serving chair of wealth management firm Morrows is being remembered for his larger-than-life personality and generous spirit following his sudden passing last week. Tributes are flowing for Morrows chair and director Murray Wyatt, who passed ...

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
Former Mutual Trust and AIA Australia chief investment officer Graeme Bibby has joined a wealth management firm. Bibby is now Partners Wealth Group's chief investment officer. He has 25 years of experience, including in consulting at Russell and Mercer. ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... 1990s. It currently has about 160 clients with 10 staff members. Meredith said asset consulting groups servicing wealth management firm sometimes lack the understanding of what advisers do and how they can help them run a stronger business that provides ...

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
... a regional manager at Praemium, responsible for New South Wales. He brings more than 20 years' experience in wealth management, most notably as Fidelity's head of wholesale sales from 2017 to 2019. "We are delighted to have Andrew join our team and help ...

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."

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in 2010. Lane's career began in stockbroking as a SEATS Operator and became Queensland ...

Aware questioned on bonuses

ELIZABETH MCARTHUR  |  THURSDAY, 8 JUL 2021
... earned more than both in the same time period. Stewart explained that Aware looks at what is paid across the wealth management industry as a whole and then constructs its renumeration policies to meet the median of that - not paying towards the top end ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... financial services industry. The FSC has been proud to serve as the focal point for this collaboration in the wealth management and life insurance sectors." The FSC is the latest industry participant to launch a DDO product. In March, Iress launched ...