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Showing 821 - 830 of 9266 results for "Wealth"

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
Stellan Capital, a national private wealth management firm, has appointed a new chief executive. Jim DeCarlo has stepped into the role at the firm, which specialises in strategic financial planning, bespoke portfolio management, and family office services. ...

The highest paying jobs in financial services: Data

ELIZA BAVIN  |  THURSDAY, 16 JAN 2025
... salary of $400,000 and chief financial officers within SMEs will take home an average salary of $337,500. In the funds and wealth management space, a head of distribution can expect an average salary of $360,000. Portfolio managers are bringing in an ...

Family offices turn to start-ups, M&As: PwC

KARREN VERGARA  |  MONDAY, 13 JAN 2025
... created through a "cash event" like a company sale, only 20% result from such events. The remaining 80% continue to draw wealth from active businesses," PwC said. "Most family office owners are entrepreneurs or entrepreneurial families, with only 5% ...

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward. Details of the transaction were not ...

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... 2023, last year's figures suggest that the losses have stabilised, according to Rainmaker Information's 2024: The year in wealth management webinar. More positively, Rainmaker Information executive director of research Aman Ramrakha added that not only ...

Managed funds industry winners and losers

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... still winning the contest for net flows against unit trusts, according to Rainmaker Information's 2024: The year in wealth management webinar. ETFs attracted around $2 billion in net inflows a month last year whereas unit trusts had net outflows ...

Insignia denies yet another takeover bid

ELIZA BAVIN  |  FRIDAY, 10 JAN 2025
... launched a $2.9 billion takeover offer late last year. On 18 December 2024, Insignia rejected Bain's offer with the wealth manager saying the board believed the proposed transaction didn't adequately represent fair value to its shareholders. ...

Insight Investment names chief executive

MATTHEW WAI  |  FRIDAY, 10 JAN 2025
... Insight's continued success for years to come." In the new role, Srivastava will report to BNY global head of investments and wealth Jose Minaya, who has thanked Nauphal for his contribution and is looking forward to having Srivastava on board "in the ...

Monetary policy to underscore 2025 allocations

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... positive market sentiment. "... the notion that continued exposure to well-managed innovative companies is the best path to wealth creation," he concluded.

MetLife snaps up three investment teams from Mesirow

ANDREW MCKEAN  |  THURSDAY, 9 JAN 2025
... strategies." Brown added that going forward, Mesirow will continue to focus on growing its alternatives capabilities and core wealth management, fiduciary solutions, and capital markets/investment banking offerings - which have over $300 billion in total ...