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Showing 1 - 10 of 50 results for "EY Wealth"

Investment veteran wraps 30 year career

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
Nathan Lim is retiring after three decades in global asset management, stepping down from his role as chief investment strategist at Evidentia Group. Evidentia said it has begun the search for his successor and expects to make an appointment in the ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
The Institute of Managed Account Professionals (IMAP) has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management ...

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Morgan Stanley Wealth Management's former head of investment solutions, Scarlett Dorney, has joined Sandon Capital in much the same role. As head of client solutions at the activist investor, Dorney's role will encompass distribution, strategy ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
Mercer will provide investment management for the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight ...

Iress loses key wealth executive

ELIZABETH FRY  |  FRIDAY, 1 MAR 2024
Amara Haqqani has quit the financial software and data firm after just six months as it struggles to lift profits. The departure of Haqqani, chief product and operating officer for Iress' wealth business, comes as the firm reported a bottom-line ...

What "wealthy" means to Australians: AMP

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
Australians' definition of wealth has evolved from homeownership to financial flexibility for pursuing passions and supporting loved ones. According to a report by AMP and demographer Bernard Salt ' What wealthy means to Australians in 2023 ...

ASIC bans mortgage broker for eight years

KARREN VERGARA  |  MONDAY, 27 FEB 2023
An unlicensed mortgage broker who misled superannuation fund members about property investing has been banned from working in financial services for eight years. Christine Betty Childs, who was the director of Think Money and Think Money Wealth Through ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
The finalists for the 2022 IMAP Managed Account Awards have been named, including across a new category for ESG products. The awards cover Australian equities, Australian equities small cap, international equities and multi-asset products, as well as ...

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
GQG Partners has appointed David Jenkins and Muneeza Killen as business development directors to expand the company's footprint in the Queensland, Victorian, South Australian and Tasmanian financial advice markets. Jenkins has over 15 years' experience ...

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
The newly independent Principals' Community has retained 92% of previous members after parting ways with BT Financial Group. The community, headed up Kon Costas, is a service for self-licensed financial advice businesses - offering support, education ...
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