Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 4937 results for %22J%26A Wealth Management%22

BlackRock iShares adds to factor ETFs

JAMIE WILLIAMSON  |  MONDAY, 5 FEB 2024
... advisers and investors to capitalise on market volatility and build more resilient portfolios," BlackRock Australasia head of wealth Chantal Giles said. "Style investing enables investors to adjust their portfolio allocations for different points in ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
The SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
Scarcity Partners has bought into an $8 billion asset manager that caters to private wealth firms. Scarcity acquired a 30% interest in Evidentia Group but did not disclose the dollar value. Evidentia works with private wealth firms to build investment ...

Oaktree's local head of distribution resigns

ELIZABETH FRY  |  MONDAY, 5 FEB 2024
... stake in Oaktree - have hired Pragun Babhoota to look after relationships in Australia. Babhoota joins Brookfield Oaktree Wealth Solutions from Fidante Partners, where he held a senior distribution manager role in its high-net-worth and private wealth ...

Norway's oil fund returns 16% in 2023

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2024
Norway's sovereign wealth fund has reversed its fortunes, clocking a 16.1% return for 2023 following the -14% it recorded the previous year. Norges Bank Investment Management reported the Government Pension Fund Global raked in a return of $322 billion ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
J.P. Morgan Asset Management (JPMAM) is joining forces with a New Zealand-based private wealth firm that has $28 billion of client funds under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment ...

GBST raids SS&C for APAC head

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... the newly created regional leadership role, responsible for business development and operations across GBST's wealth management and advice solutions products, including Composer, WealthConnect, and Advice Intelligence. "His responsibilities encompass ...

ASIC files contempt orders against repeat offender

CHLOE WALKER  |  MONDAY, 29 JAN 2024
ASIC has filed a contempt application in the Federal Court against former Wealth & Risk Management (WRM) director Joshua David Fuoco. In February 2018, the Melbourne-based wealth manager was ordered by the Federal Court not to carry on or be involved ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... currently a non-executive director at Clime Capital and chair of Women in Banking and Finance. Several leaders in wealth management received an OAM, which honours service worthy of recognition. Barrenjoey Capital Partners chair Guy Fowler and director ...

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... increasingly turning to Betashares to help construct diversified and robust portfolios that are well positioned for long-term wealth creation. Over time we have seen meaningful use of a number of our ETFs as long-term core holdings," Vynokur said. "With ...