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Showing 71 - 80 of 148 results for "Australian Wealth Management"

OneVue adds former IOOF exec to leadership team

ALICE URIBE  |  THURSDAY, 22 MAY 2014
... compliance functions following the merger of companies including IOOF, Skandia, Select Managed Funds and Australian Wealth Management. He also spent time as compliance manager for Citibank and held various senior compliance roles within ANZ Investments. ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
... Wealth and FIWA underpinned by the global reach and capability of KKR will create a new force in Australian wealth management," Paule said. Centric Wealth shareholders will receive further information in FIWA's bidder's statement with the offer period ...

'Business as usual' for Perennial despite legal bid

MARK SMITH  |  TUESDAY, 23 JUL 2013
... was a change in control of IOOF. Crivelli, Patterson and Murray believed IOOF's 2008 merger with Australian Wealth Management triggered the change in control clause and first mounted legal action in the NSW Supreme Court in 2011, which they lost. That ...

Retail business bumps up AMP in Q1

ALICE URIBE  |  THURSDAY, 9 MAY 2013
... of $45 million in Q1 12, and strong flows in to AMP SMSF which was established in June 2012. Total Australian wealth management assets under management (AUM) as at 31 March 2013 was $89.8 billion, up 4.8% on Q4 12. AMP's funds management arm AMP Capital ...

Govt could handcuff SMSFs

MARK SMITH  |  WEDNESDAY, 8 MAY 2013
... of shares and other assets," said the paper, entitled Too Much of a Good Thing - The Future of the Australian Wealth Management Industry. It added that poor investment performance by individual SMSFs, or in the worst case a total loss of funds through ...

Global fund managers bullish on equities: HSBC

BEN COLLINS  |  FRIDAY, 18 JAN 2013
... fund managers towards cash next quarter underlines potential opportunities in the market," said HSBC Australian wealth management boss Mike Danby. "The consensus is best understood by how people are allocating their cash," he said. Economic indicators ...

Ibbotson appoints new head of managed account solutions

RACHEL DAVIS  |  FRIDAY, 9 MAR 2012
... management, product development, and business development has made him a highly-respected figure in the Australian wealth management industry," Ibbotson Associates Australia managing director Chris Galloway said. Ibbotson recently appointed Matthew Esler ...

Plan B continues eastern state expansion

ELISE BURGESS  |  FRIDAY, 24 FEB 2012
West Australian wealth management firm, Plan B Group Holdings, is continuing expansion to the eastern seaboard and fast-tracking its acquisition of the My Adviser planning network. On April 21 last year Plan B announced it would acquire a 33% stake ...

Vanguard tops US social media rankings

ELISE BURGESS  |  WEDNESDAY, 7 SEP 2011
... covered, such as Facebook, LinkedIn, Twitter, YouTube and blogs. In the local financial markets, Australian wealth management players are already exploring the social media impact. "Social media is a fundamental shift in the way people communicate with ...

Star hire strengthens IOOF adviser drive

ALISON BEVEGE  |  WEDNESDAY, 3 AUG 2011
... distribution, said the appointment would reinforce the existing strategy following the merger with Australian Wealth Management to develop and grow an organic presence in the independent financial advisory market. "We saw it as an opportunity to get ...