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Showing 81 - 90 of 8120 results for "Wealth"

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
Funds SA recently welcomed a new head of technology, hiring from LGT Wealth Management. Simon Boyley has joined in the role, returning home from London where he spent seven years with LGT Wealth Management's IT team, most recently as head of technology. ...

Wholesale investor tests up for parliamentary review

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... of the most popular are the product value test whereby an investible asset is $500,000-plus. The other is the individual wealth test in which an investor has either net assets of $2.5 million or gross income of $250,000 per annum for the last two years ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
Allianz Retire+ has appointed Brendon Rodda to the role of chief distribution officer for wealth management. Rodda most recently oversaw the global wealth management distribution strategy at PIMCO as executive vice president. Allianz and PIMCO joined ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan Wealth Management founding director Rokibul Islam said the solution, which is called Al-Mustaqbal Islamic SMSF, had been well received ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... male-dominated industries. "Women are accumulating their own assets and investments, while also benefiting from intergenerational wealth and Baby Boomer business transfers," the research said. "Together with higher divorce rates, especially among older ...

Funds SA asset allocation head to depart

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... lead the asset allocation program while he considered the organisation's future needs. Hallett led the quasi-sovereign wealth fund's asset allocation team for three years and was heavily involved in investment strategy development for Funds SA ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Hallinan has been at the forefront of the evolution of investment management in Australia for more than 30 years. "As private wealth investors shift focus from public to private market portfolio solutions, his experience will be invaluable for our clients," ...

Industry funds set to gobble up over 50% of superannuation assets

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
Industry funds will soon be home to more than 50% of all superannuation assets, as per Deloitte's Dynamics of the Australian Superannuation System report. Retail funds are anticipated to grow in the future, thanks to their existing scale, a wealthier ...

Lombard Odier brings plastic circularity fund down under

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2024
... is bringing its Plastic Circularity Fund to Australia, following a first close last year with backing from the sovereign wealth fund of Monaco, among others. The LOIM Plastic Circularity Fund (Australia), a private equity offering, is being made available ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... retirement earlier. "As well as being a much-loved national icon, Kochie has outstanding credentials in finance and personal wealth journalism, and he is a passionate advocate for financial literacy and advice," Farrar said. "By bringing Kochie's ...