Search Results | Showing 61 - 70 of 4937 results for %22wealth management%22 |
| | | ... offered by Diverger, along with the scale benefits that come from being one of Australia's largest integrated accounting, wealth and services providers," Humphrey said. Some 99.7% of shareholders voted for Count to take over Diverger, following both ... |
| | | | Barings has beefed up its Australian team with the appointment of a head of wealth distribution. The US$351 billion investment manager has appointed Jonathan Baird as head of Australia wealth distribution. Baird joins from Income Asset Management Group ... |
| | | | ... Centric's relationships with its clients and improve their overall experience. Centric is a Sydney-based wealth management platform and products designed to address Australia's "fractured fintech ecosystem". It is owned by Findex. Morris joins ... |
| | | | ... in the last financial year. Its net profit after tax was up 16% year on year to $2.2 million. Prime operates wealth management, capital and corporate advisory, accounting, and business advisory, and SMSF business units. Altor director and head of distribution ... |
| | | | ... Kwong-Law will remain as chief investment officer. Kueh has more than 20 years' experience in asset management, wealth management and investment banking, at one point spending 10 years with Macquarie establishing their early business in the US and ... |
| | | | ... to market and creating a premium client and adviser servicing model. Other previous positions include head of wealth management products at ClearView Wealth and an operations manager at IOOF. |
| | | | ... fine-tuning strategies with tactical adjustments within asset classes. The survey also highlighted a decade-long effort by wealth managers to balance active and passive investments, with a current allocation of 64% to active and 36% to passive. With ... |
| | | | ... which is now part of Insignia. Hartley was most recently chief executive of AMP's short-lived Australian Wealth Management business, which was dissolved into the wider business in May last year. Just months after taking on the role, he famously made ... |
| | | | ... Vanguard Super. It said QMV Solutions is a complementary business that will deepen its ties to the superannuation, wealth management and related technology sectors as Australia's pool of super savings grows. The deal also includes QMV Legal, which provides ... |
| | | | ... portfolios tailored to the specific goals and risk tolerance of our clients. Our advisers are dedicated to devising wealth management plans and investment strategies to enhance financial wellbeing," Euroz Hartleys head of advice Amanda Boyce said. "The ... |
|
