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Showing 61 - 70 of 284 results for %22Wealth Management Project%22

IOOF hires from AustralianSuper

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... funds under administration (FUA) being migrated onto Evolve. The company also recently completed its acquisition of MLC Wealth from National Australia Bank, adding 406 financial advisers to IOOF and making key appointments. The merger has also doubled ...

Hostplus, HNWs back CSIRO fund

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Ventures, Hostplus, Lockheed Martin and Temasek, as well as family offices and private investors from Morgan Stanley Wealth Management and Mutual Trust. The first fund helped develop 26 companies including v2food, Myrotia, Coviu, Kasada, Gilmour Space ...

ClearView bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
Listed financial services company ClearView Wealth has made a key appointment to its life insurance team. Nick Kulikov has been appointed to the newly created position of head of product and pricing. In the new role he will be responsible for ClearView's ...

Admin fees could balloon from BFID

KARREN VERGARA  |  TUESDAY, 16 MAR 2021
... market share in terms of advertising reach. Under this Bill, the capacity for big banks and institutions to own wealth management companies and to effectively corner the market is legitimised," Connelly said. Two separate sittings of the Standing Committee ...

Celebrating women in financial services

STAFF WRITER  |  MONDAY, 8 MAR 2021
... supporting the next generation of young women entering the financial services industry. Azaria Bell, advice associate, Skye Wealth Q: Do you think you've faced any challenges in your career because of your gender? A: I've been privileged to enter ...

UK drags Bravura performance

KARREN VERGARA  |  THURSDAY, 25 FEB 2021
... prospects continue to evaluate our products to be in a position to make decisions once market conditions become clearer". Wealth management's overall revenue, which is the majority of its business, declined 17% to $75.2 million year on year. The ...

BT appoints risk expert

KARREN VERGARA  |  TUESDAY, 2 FEB 2021
BT has hired a wealth management risk expert from MLC to oversee compliance functions across its platforms and operations. Caroline Guillot recently joined BT from MLC, taking on the title of head of risk platforms, investment and operations. Guillot ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
Clime Investment Management has streamlined its operations by consolidating and replacing a number of separately managed accounts (SMAs) after its acquisition of Madison Financial Group. The investment manager initiated its Project Streamline by consolidating ...

David Atkin joins ME Bank board

KANIKA SOOD  |  THURSDAY, 7 JAN 2021
... board, as John Nesbitt retired on December 31. "John is a highly experienced and respected leader and comes to us with a wealth of banking and management experience. In particular, his expertise in delivering improved customer experience for banking ...

Ratings deteriorate at AMP

ALLY SELBY  |  FRIDAY, 2 OCT 2020
AMP has suffered a further blow this week, after Moody's downgraded its ratings of the embattled wealth management giant. The ratings house lowered its ratings on AMP Group Holdings, AMP Group Finance Services and AMP Bank from A3 to Baa2. However ...