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Showing 861 - 870 of 3363 results for "Wealth management"

Bravura to make $41m acquisition

ELIZA BAVIN  |  MONDAY, 12 OCT 2020
... million, Delta is forecast to achieve revenue growth in the range of 20-30% with margins similar to Bravura's wealth management segment. Bravura chief executive Tony Klim said: "We are delighted that Delta is joining Bravura. Both businesses have complementary ...

Morgan Stanley to acquire Eaton Vance

JAMIE WILLIAMSON  |  FRIDAY, 9 OCT 2020
... will see Morgan Stanley advance its plans to have three world-class business units in institutional securities, wealth management and investment management. The transaction will be 50% cash funded, with Morgan Stanley using about 100bps of excess capital. ...

Financial services firm names new directors

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
... the largest financial advisory firms in Western Australia. It has three businesses; Euroz Securities, Entrust Wealth Management and Westoz Funds Management, and services over 10,000 clients.

Superhero nabs new recruits

ALLY SELBY  |  FRIDAY, 2 OCT 2020
... Shaw and Partners international operations and derivatives business. Prior to his four year tenure with the wealth management firm, Biven worked at Patersons Securities as a derivatives manager, having previously worked with Tolhurst, Rivkin Stockbroking ...

Ratings deteriorate at AMP

ALLY SELBY  |  FRIDAY, 2 OCT 2020
AMP has suffered a further blow this week, after Moody's downgraded its ratings of the embattled wealth management giant. The ratings house lowered its ratings on AMP Group Holdings, AMP Group Finance Services and AMP Bank from A3 to Baa2. However ...

AMP flags redundancies

KARREN VERGARA  |  THURSDAY, 1 OCT 2020
... than the centralisation will include AMP Australia and AMP Capital. The AFR reports that 20% of AMP's local wealth management and AMP Capital's asset management workforce are at risk. The move comes off the back of the embattled wealth firm announcing ...

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR  |  MONDAY, 28 SEP 2020
... investment officer Tim Macready has stepped into a new role. He has joined the investment committee of Paua Wealth Management, a boutique wealth advisory firm. Macready has been recognised as an industry leader in impact investing, bolstering Christian ...

ASIC wealth director nabs promotion

ALLY SELBY  |  THURSDAY, 24 SEP 2020
The corporate watchdog's executive director of wealth management has nabbed a promotion and will now assume the role of ASIC's executive director of financial services. Joanna Bird has been appointed in the role after many years with the regulator and ...

Super Recruiters announces chair

ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
Wealth management recruitment firm Super Recruiters has appointed a former Rabobank executive as chair. Cathy Doyle has over 20 years' experience in human resources and was most recently group executive human resources at Rabobank for over three years. ...

Count Financial adds member firm

ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
... forward-looking licensee to enhance the financial advice process. The firm was previously licensed by IOOF's Executive Wealth Management, which IOOF recently flagged would be closed in the coming months. "Count has invested heavily in resources and technology ...