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Showing 801 - 810 of 1986 results for "Insight"

Perks appoints new director

JAMIE WILLIAMSON  |  MONDAY, 14 SEP 2020
Wealth management firm Perks has appointed a new director to its private wealth division. Nick Connelly has been promoted to the role, having been with Perks since 2008. He was appointed associate director last year. "During his time at Perks, he has ...

ASIC restrains Mawhinney

ELIZABETH MCARTHUR  |  THURSDAY, 3 SEP 2020
... his passport," Mayfair 101 said in a statement in August. In court documents seeking these orders, ASIC provided some insight into Mawhinney's personal financial situation. According to an affidavit provided to ASIC lawyers, he holds a bank account ...

COVID-19 propels advisers, incumbents into the future

ALLY SELBY  |  MONDAY, 31 AUG 2020
New global research reveals the COVID-19 pandemic has squeezed years of digital transformation into less than two months, but finds that partnerships, innovation and agility will be key for both advisers and institutions to survive and thrive going ...

HESTA partners for global equities

JAMIE WILLIAMSON  |  MONDAY, 31 AUG 2020
HESTA has entered into an international equities partnership with a specialist global manager, expanding on an existing mandate. Martin Currie Investment Management will become the underlying investment manager for a new global equities portfolio for ...

Citi hires new banking, wealth lead

ALLY SELBY  |  WEDNESDAY, 26 AUG 2020
... ensure our clients are supported as they navigate the pandemic, and have market-leading access to competitive products and insight." The bank also reported it had had a record year in bonds and foreign exchange, with a 44% increase in bond trading volumes ...

MUFG appoints sector head

KANIKA SOOD  |  FRIDAY, 21 AUG 2020
Japan's largest bank has promoted a Melbourne-based director to head of resources, utilities, infrastructure and transport for Oceania. Kristy Datson is moving into the role after about two years at Mitsubishi UFJ Financial Group (MUFG). In her most ...

Northern Trust launches ESG capability

ALLY SELBY  |  FRIDAY, 21 AUG 2020
Global custodian Northern Trust announced it has redeveloped its environmental, social and governance analytics capabilities to now include key environmental data categories. Northern Trust's clients, many of which are asset owners such as pension and ...

QIC appoints committee chair

KANIKA SOOD  |  WEDNESDAY, 19 AUG 2020
The Queensland headquartered investing giant has appointed a chair for its global private capital investment committee. Natasha Nankivell, who was previously a managing director and partner at The Carlyle Group, is moving into the role starting later ...

Financial services workers content with pandemic changes

ANNABELLE DICKSON  |  WEDNESDAY, 19 AUG 2020
New research shows that more than half of financial services employees agree that the industry has reacted positively to shifts in the industry as a result of the pandemic. The latest Work Different study from experience management software provider ...

Netwealth reports $43.8m in FY20 profits

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... share of the platform market by FUA at 3.6% but received the largest net flows at $9.1 billion, according to Strategic Insight, March 2020. In the year ahead, it is looking to add a mobile client portal app for advisers to use for their wealth management ...