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| | | ... prices rise or fall. Tolerance ranges can be customised for each client. According to Andrew Barker, general manager of wealth management products at Aviva, advisers can use extra deposits or withdrawals to support the re-weighting, which can occur quarterly ... |
| | | | Wealth management industry research, media and communications group Rainmaker has merged with financial services strategic marketing company MC Marketing Concepts. The Rainmaker Group, which publishes Financial Standard, marks the start of the year ... |
| | | | ... clients are raising more frequently with their professional advisers as they incorporate charitable giving into their overall wealth management, and we are continuing to invest to grow our ability to service these needs," said Christopher Thorn, executive ... |
| | | | Boutique fund manager K2 Asset Management's international absolute return funds have reported positive returns to date, but the first half of 2008 may soon prove to be the toughest challenge yet for its investors. K2's Select International Absolute ... |
| | | | ... provides technology solutions to more than 250 investment companies in institutional, mutual fund, banking, hedge fund, wealth management and pension industries. |
| | | | ... BankWest and St Andrew's are subsidiaries of HBOS. Paul Northey, acting managing director at St Andrew's, HBOS Australia's wealth management division, said they would continue to expand their financial planning business and provide assistance to BankWest. ... |
| | | | ... fall-out would spread from the financial to the real economy and since consumption holds up the economy and real estate wealth is a major plank holding up consumption spending. No surprise then that no one is ruling out further cuts. But what seems to ... |
| | | | ... to successful advisers," Dau said. Aviva Australia has shareholdings in Professional Investment Services (PIS), Infocus Wealth Management and Financial Technology Services. |
| | | | ... operations grow by concentrating on serving the needs of institutional and corporate clients, and on maximising synergies with wealth and asset management," they said in a statement. But in an amazing understatement, Marcel Rohner, UBS group chief executive ... |
| | | | Australian Wealth Management has appointed three new practice development managers to recruit and service new and existing advisers across its planning networks, which include Bridges Financial Services and Wealth Managers. The three managers are James ... |
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