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Showing 841 - 850 of 3363 results for "Wealth management"

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... has an asset management business, Ivy Investments, with US$68 billion in assets under management (AUM) and a wealth management business, Waddell & Reed Financial Advisors, with US$63 billion in assets under administration. On completion, the investment ...

NAB names RBS alumnus as chief operating officer

ANNABELLE DICKSON  |  WEDNESDAY, 2 DEC 2020
... group chief executive Central Asia, country officer Australia, chief executive retail in Australia and head of wealth management in Asia Pacific. He was formerly the deputy chair of the Australian Banking Association, deputy chair of the UK Financial ...

HSBC wealth lead lands chief executive role

KARREN VERGARA  |  TUESDAY, 1 DEC 2020
... banking for less than a year. He joined HSBC in 2011 as global chief operating officer of retail banking and wealth management. He then became group head of wealth management and digital, and chief of retail banking and wealth management before being ...

HNW platform adds Europe ESG strategy

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... general manager of distribution David Zammit to its board. Zammit was previously Citi's head of banking and wealth management distribution in Australia and worked alongside Streater.

ClearView streamlines underwriting

KARREN VERGARA  |  WEDNESDAY, 25 NOV 2020
... when onboarding new customers and reduce the number of underwriting questions. ClearView general manager of wealth management, Deborah Lowe said the firm continues to invest in IT infrastructure to build a complete end-to-end digital solution that delivers ...

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
Fidelity Investments has launched a one-stop-shop wealth management platform that helps investment advisers streamline the advice and portfolio construction process. Fidelity Managed Account Xchange (FMAX), which launched on November 16 in the US, allows ...

ClearView flags future with HUB24

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... offers advisers and customers an investment administration wrap platform facilitated by HUB24. "Our ambition in wealth management is to own the space between no-frills industry funds and complex wrap platforms by delivering sustainable, cost-effective ...

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality. Advisers will now be able to use myprosperity's integrated digital ...

Emotions lead to losses: Oxford Risk

ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
... their emotions. Oxford Risk head of behavioural finance Greg B. Davies said: "The suitability processes of many wealth management businesses are typically too human heavy, inefficient, and front loaded to the beginning of the client relationship to keep ...

Macquarie profits slide 32%

KANIKA SOOD  |  FRIDAY, 6 NOV 2020
... The expanded Macquarie Wrap managed accounts offering added $1 billion in the same period, to it $4 billion. Wealth management fee income was $136 million, down from $144 million in the same period last year. Across the group, Macquarie had $556.3 billion ...