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Showing 71 - 80 of 340 results for BT WEALTH CONNECT

UBS institutional client coverage lead departs

ELIZABETH FRY  |  MONDAY, 24 JUN 2024
... Thomas Kaegi. Last month, UBS posted its first quarterly profit since taking over Credit Suisse. Higher revenues at its wealth management business and investment bank drove net profit to US$1.8 billion in the first three months of 2024. Wealth revenues ...

COVID helped to reduce inequality: Productivity Commission

ELIZA BAVIN  |  TUESDAY, 21 MAY 2024
New research from the Productivity Commission has revealed changes to income and wealth levels during COVID-19. "The initial pandemic period saw an unprecedented decline in income inequality. The incomes of lower-income households grew rapidly in relative ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... indexing, and these products are growing at a faster pace than ETFs," she said. The second area that technology is unlocking is wealth managers horizontally and vertically integrating, enabling them to cover the client spectrum of ultra-high-net worths ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... fosters a sense of empowerment and satisfaction among investors, leading to a more collaborative relationship with their wealth adviser." While a significant portion of HNW advisers (62%) recommend alternative investments to their clients, they're exercising ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... organisations. GBST also renewed a five-year contract with an Australian Tier 1 financial services organisation for its wealth management administration platform, Composer. Practifi chief executive Adrian Johnstone told Financial Standard that the company ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... capabilities as well as cultivating close relationships with asset consultants, independent financial advisers, and private wealth firms. Wheelhouse managing director Alastair MacLeod told Financial Standard McGauley would be deeply missed. "Wayne loved ...

Schroders welcomes new head of intermediary

ELIZA BAVIN  |  FRIDAY, 12 APR 2024
... Commonwealth Bank. Schroders Australia chief executive and chief investment officer Simon Doyle said Fernandez brings a wealth of experience to the role. "Jude is a well-respected, passionate, and collaborative sales leader, who has established strong ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Wealth management software business GBST has collaborated with Luna Partners to create a technology platform that connects investors and managers to the wholesale private equity market. The cloud-based SaaS platform will open investment opportunities ...

Perpetual adds director, institutional business

ELIZABETH FRY  |  MONDAY, 11 MAR 2024
... Africa. He also served as global head of real estate and family office at First Abu Dhabi Bank. The firm said Harris brings a wealth of global real estate experience to his role at HMC Capital. "I look forward to working with the highly talented team ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... McCrindle referred to as the "grandparent economy". "The baby boomers and builder generations are the high watermarks of wealth attainment in our nation," he said. "Advisers need to focus on these generations because they are at the life stage where ...