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Showing 811 - 820 of 3363 results for "Wealth management"

Financial services workers hunt new roles

ELIZA BAVIN  |  TUESDAY, 23 FEB 2021
... pay rises this year, however 33% of professionals said they are expecting a pay rise. The highest paid job in wealth management is as a head of advice/director which is bringing in an average of over $200,000 per year. Financial advisers reported earning ...

Wealth group makes acquisition

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... the New South Wales Central Coast. The subsidiary will acquire a 51% stake in the group which includes private wealth management, life insurance broking, finance broking and accounting and tax. The transaction will cost $3 million with a 40% retention ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

Citi names client director from within

ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
Citi Australia's wealth management business has appointed a banking vice president to the newly created role of client director. Kan Liu has spent over a decade at Citi specialising in fixed income and foreign exchange solutions for clients. He originally ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... change and implementation as part of its commitment to advisers. Invest Blue said its objective was to find a wealth management solution that provided excellent options and experience at a more competitive cost for their clients. Invest Blue chief executive ...

Perpetual introduces new family office team

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... joins from Mutual Trust where he was partner and head of Sydney. Prior to this he was head of Sydney and head of wealth management at the Myer Family Company preceding its merger with Mutual Trust. Lipscombe previously spent over five years at NAB as ...

Ares backs out of AMP bid

ELIZA BAVIN  |  THURSDAY, 11 FEB 2021
... Management has backed out of its acquisition proposal with AMP saying its strategy for its Australia and New Zealand wealth management businesses is likely to be the optimal way forward. The announcement comes as AMP disclosed its full year results with ...

Praemium profit, growth up

ANNABELLE DICKSON  |  WEDNESDAY, 10 FEB 2021
... 20-year history. "The addition of Powerwrap positions Praemium as a major player in the fast-changing Australian wealth management landscape, and integration is progressing well," he said. "2020 was a year of significant disruption and challenges. However ...

Fund manager expands, hires two executives

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... internationally. Prior to AMP Capital, he was an associate director at Macquarie Agricultural Funds Management, a wealth management joint venture in India, managing a team of stockbrokers focused on the financial advisory space. Scott told Financial ...

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... expertise to lift Investment Trends to the next level. He has 18 years of experience in financial services across wealth management and banking spans senior positions in distribution, customer satisfaction and risk management. "As data quality, integrity ...