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Showing 851 - 860 of 3363 results for "Wealth management"

Citi expands fixed income offering for wholesale

KANIKA SOOD  |  THURSDAY, 5 NOV 2020
... value, as they sit somewhere in between equities and traditional bonds on the risk curve," Citi Australia head of wealth management product Marcus Christoe said. "Access to hybrids is a problem for Australian investors to date, with our limited local ...

Crestone revenue up 12% to $120.5m

KANIKA SOOD  |  MONDAY, 2 NOV 2020
Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year. The high-net-worth-focused advice firm had an EBIT of $10.8 million, down from $11.5 million ...

PwC appoints wealth services MD

ANNABELLE DICKSON  |  THURSDAY, 29 OCT 2020
... clients Stuart Morley said the team is extremely pleased to have McCann join. "Luke is well credentialed in wealth management and prominent in the Sydney market, and will be a great addition to our private client's, national Wealth Services Team," ...

Boutique hires from MLC Asset Management

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... with roles at MLC Asset Management, NAB Asset Management and NAB Wealth Distribution, Ellerston Capital, UBS Wealth Management, and Macquarie Bank. She has been tasked with developing further channel opportunities across Australian equities and Australian ...

Boutique builds out executive team

KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... firm is building its executive lineup, appointing several senior managers from the likes of JBWere, Crestone Wealth Management and PwC to establish an advisory, innovation and investment business "purposefully built for the modern change-age". James ...

ClearView adds to leadership team

JAMIE WILLIAMSON  |  TUESDAY, 27 OCT 2020
... made a raft of changes to its leadership team, including a fresh life insurance lead and new general manager of wealth management. ClearView has today announced a series of key management changes as part of its realignment strategy, namely the appointment ...

Bumpy quarter for AMP

KARREN VERGARA  |  THURSDAY, 22 OCT 2020
... QSuper were some of the big clients that severed ties with the group in the last six months. Overall, Australian wealth management had net outflows of $1.95 billion. The New Zealand Wealth management arm on the other hand saw AUM marginally increase ...

Wealth platform adds to board

KANIKA SOOD  |  TUESDAY, 20 OCT 2020
... as the one-year-old fintech looks to scale distribution. Zammit was previously Citi's head of banking and wealth management distribution in Australia and worked alongside Stropro's chief product officer Ben Streater. He joined Mortgage Choice ...

AMP awards mandate to BlackRock

KARREN VERGARA  |  TUESDAY, 20 OCT 2020
... investment strategy mandate from AMP New Zealand for an undisclosed amount. AMP's subsidiary AMP New Zealand Wealth Management (NZWM) has awarded the mandate to BlackRock Investment Management to deliver the new indexed strategy, which is expected ...

Acting AMP Australia chief joins FSC board

ELIZABETH MCARTHUR  |  MONDAY, 19 OCT 2020
... joined AMP in 2009 and has held several senior and executive roles. He was appointed managing director of AMP Wealth Management New Zealand in January 2017, and became chief executive in February 2019. He has also held positions with AMP New Zealand ...