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Showing 861 - 870 of 9263 results for "Wealth"

VFMC welcomes two key execs

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... made two new senior appointments - a chief people officer and a head of client services. The $92 billion quasi-sovereign wealth fund has named Karen Perkins the permanent head of client services. Perkins was appointed interim head in September when she ...

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
... The Financial Advice Association Australia (FAAA) has made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically ...

Scarcity Partners acquires stake of foreign investment firm

ANDREW MCKEAN  |  WEDNESDAY, 11 DEC 2024
... Capital's efforts to institutionalise its distribution capabilities by partnering with institutions, family offices, and wealth advisory firms to capitalise on the region's growth potential and generate risk-adjusted returns. Since its inception, January ...

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
... said. Blake, who also serves as executive director of Engage Financial Solutions' offshore Sri Lankan branch, brings a wealth of knowledge in practice management, consulting, and sales enablement. "At Engage Practice Management, we help professional ...

UniSuper names product head

ELIZABETH FRY  |  TUESDAY, 10 DEC 2024
... confirmed that Darren Williams has been promoted to the head of product role. "Darren has a strong end-to-end expertise in wealth management," a spokesperson said. "He is well-placed to lead and drive the product agenda forward for UniSuper across our ...

Perpetual-KKR deal hits tax bill snag

KARREN VERGARA  |  TUESDAY, 10 DEC 2024
... The Australian Taxation Office (ATO) is threatening to impose a massive tax bill on KKR's takeover of Perpetual's wealth management and corporate trust businesses, which has ballooned to more than $500 million. Perpetual said it has "strong grounds ...

Superannuation tax shakeup proposed by Actuaries Institute

ANDREW MCKEAN  |  MONDAY, 9 DEC 2024
A discussion paper commissioned by the Actuaries Institute has proposed a three-pronged tax reform package aimed at making the superannuation system less complex, more equitable, and sustainable. The professional body argued that the complexity of taxes ...

ANZ chief to retire, external successor named

MATTHEW WAI  |  MONDAY, 9 DEC 2024
... process, ANZ chair Paul O'Sullivan said. In the end, the successful candidate was Nuno Matos. Currently chief executive, wealth and personal banking at HSBC, Matos will take over the top job in July next year. Matos brings over 30 years' experience across ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... including Financial Wisdom for five months in 2011, Professional Investment Services for the year to December 2012, Custom Wealth Solutions Dealer Services for three months, AMP Financial Planning for six months in 2014, and then Brougham & Vaux for ...

HarbourVest adds to local team

ELIZABETH FRY  |  FRIDAY, 6 DEC 2024
... specialist said Pham's appointment comes as the asset manager looks to further increase its coverage in the private wealth and family office sector in Australia and New Zealand. "Vanessa brings with her over 18 years of experience in the private ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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