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Showing 81 - 90 of 3723 results for %22Direct My Wealth%22

Pendal manager joins Barings

ELIZABETH FRY  |  MONDAY, 4 DEC 2023
... another Sydney executive. The US$351 billion investment manager aims to hire several new staffers for its institutional, wealth and retail businesses in Australia, Greater China and Southeast Asia. Barings has appointed Zoe Cowley as an associate director ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
E&P Financial Group has exited its chief executive Peter Anderson one month earlier than flagged. The ASX-listed wealth firm announced that its board "determined to bring forward the succession by one month to today's date [December 1], marking the ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... developed market bond holdings. By contrast, the successor generations favour private equity, with 59% looking to raise direct private equity investments and 55% looking to invest more in private equity funds. "This year's report found that the majority ...

Macro environment trumps inflation for asset owners: Research

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
The majority of global pension and sovereign wealth funds have shifted their focus from inflation to managing a volatile macroeconomic environment as they attempt to recoup massive losses, a new study shows. The Official Monetary and Financial Institutions ...

Buffett outlines plans for Berkshire Hathaway

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... and Peter, are the executors of his will and will be trustees of the charitable trust that will receive nearly all of his wealth. "They were not fully prepared for this awesome responsibility in 2006, but they are now," Buffett said. "In administering ...

Spatium Capital selects trustee, administrator for small caps fund

CASSANDRA BALDINI  |  TUESDAY, 28 NOV 2023
... growth in the new year," he said. Earlier in the year Spatium Capital received an undisclosed investment from Singaporean wealth manager Conduit Group (Conduit) for its SSCF. SSCF operates as a wholesale unit trust, actively managing a portfolio of approximately ...

Praemium plummets on weak financial outlook

ANDREW MCKEAN  |  THURSDAY, 23 NOV 2023
... projected revenue margin decline and higher operating costs announced at yesterday's 2023 annual general meeting. The wealth platform updated its financial outlook indicating that its average revenue margin has decreased from 0.27% in the second ...

Bell Financial Group welcomes group head of sales

CASSANDRA BALDINI  |  MONDAY, 20 NOV 2023
... personal superannuation solutions and third-party clearing services, Bell FG said. Saunders moves across from NAB Private Wealth after over 13 years with the banking giant. His most recent position was serving as the regional director for the northern ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... to report on clients' other investments including cash accounts and term deposits, listed securities, managed funds, direct property, and other assets. HUB24 further bolstered its platform earlier this year when it acquired myprosperity.

Decade-long ban reduced for former adviser

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
A former financial adviser who was jailed for breaching COVID-19 border restrictions to attend the AFL Grand Final had his ASIC banning order reduced. Mark Babbage, who was an authorised representative of Wealthsure and Capstone Financial Planning ...