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Showing 871 - 880 of 3363 results for "Wealth management"

ME Bank profits rise in FY20

ELIZABETH MCARTHUR  |  THURSDAY, 17 SEP 2020
... themselves into financial difficulty," he said. And, ME Bank has no plans to diversify its business into areas like wealth management. Rather, Crane is focussed on keeping things simple. "We're really comfortable to keep progressing a simple model. We've ...

Netwealth takes stake in Aussie fintech

ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
Wealth management company Netwealth has announced its investment and partnership with data solutions fintech Xeppo. Netwealth purchased a 25% stake in Xeppo with the option to increase its holding to 50% in the future but noted the investment is not ...

Lonsec to sell 37% stake to Generation

KANIKA SOOD  |  THURSDAY, 17 SEP 2020
... will provide GDG with a highly strategic foothold in an attractive market niche of the financial services and wealth management market," GDG chair Rob Coombe said. "We believe that Lonsec is well positioned for future growth supported by strong industry ...

Citi names global chief executive

KARREN VERGARA  |  MONDAY, 14 SEP 2020
... For the last year, she has led global consumer banking, overseeing 19 countries, including retail banking and wealth management, credit cards, mortgages and the associated operations and technology. "I am honored by the board's decision and grateful ...

UBS makes private wealth strategy shift

ALLY SELBY  |  MONDAY, 14 SEP 2020
UBS has announced a shift within its $3.6 trillion (US$2.6 trillion) global wealth management business, set to see the wealth manager advise private clients to invest in sustainable assets over more traditional solutions. UBS claims it is the first ...

Perks appoints new director

JAMIE WILLIAMSON  |  MONDAY, 14 SEP 2020
Wealth management firm Perks has appointed a new director to its private wealth division. Nick Connelly has been promoted to the role, having been with Perks since 2008. He was appointed associate director last year. "During his time at Perks, he has ...

OpenInvest names chair

ANNABELLE DICKSON  |  THURSDAY, 10 SEP 2020
... digital technology to provide mainstream Australians with easier and lower-cost access to professional asset and wealth management expertise." Pappas joins Schroders former chief executive Greg Cooper, former Class chief executive and director of Countplus ...

AZ NGA makes acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
AZ NGA has acquired a wealth management firm in Melbourne as it signals plans to expand in Victoria. AZ NGA made a strategic investment in Matthews Steer Accountants and Advisors, a firm established in 1990 with six partners and 50 staff. "In Melbourne's ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... news earlier this week of IOOF's acquisition of MLC and consolidation of licensees, closing FSP, Executive Wealth Management and Actuate and transitioning the attached advisers to their choice of remaining IOOF licensees. Marking its second acquisition ...

Former Crestone CIO starts new boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
A former chief investment officer of Crestone Wealth Management has started a new Sydney boutique that invests in equities, with plans to expand into other asset classes. David Sokulsky left Crestone in late 2017 to move to LIC Concentrated Leaders ...