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Showing 1 - 10 of 186 results for "Global Wealth"

First Super recruits head of investments from Prime Super

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... and Kinetic Super. He also has experience at various financial institutions like UBS, Goldman Sachs, JBWere, ANZ Global Wealth, and more. More recently, he was chief investment officer at Foresters Financial between 2023 and 2024. The announcement follows ...

Iress inks partnership to embed AI across platforms

RIDDHIMA TALWANI  |  THURSDAY, 7 MAY 2026
... delivery and reducing the cost to serve. It also positions Iress to capture new long-term growth opportunities in global wealth management," he said. Iress said it will have a disciplined spending of around 5-7% of revenue on the R&D. Thoughtworks managing ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ...

PIMCO appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... of only two based in the Asia-Pacific region. Also elevated is Marcio Bogoric, now managing director and head of global wealth management for Asia ex-Japan. Bogoric leads a regional team focused on delivering investment solutions to private banks, retail ...

Iress sticks to simplification plan, will consider "bona fide" takeover bids

RIDDHIMA TALWANI  |  WEDNESDAY, 25 FEB 2026
... attractive path to maximising shareholder value is to focus on the disciplined execution of Iress' strategy in its global wealth and trading and market data software businesses," Iress said. "The board is confident in the company's strategy, earnings ...

Top JBWere wealth leader heads to UBS

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
... overseeing teams serving high-net-worth clients in six cities. Before joining UBS - where he will return as head of global wealth management Australia from 27 April 2026 - Bird held senior roles across the financial services sector, including Credit ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... "We believe the future of advice belongs to firms that can combine old-fashioned relationship banking with modern, global wealth capabilities," Gow said. "By bringing Baker Young into the Capital Haus family, we're preserving one of Australia's great ...

FNZ raises fresh capital for growth plans

RIDDHIMA TALWANI  |  THURSDAY, 13 NOV 2025
FNZ, the global wealth management platform, has secured US$650 million in new equity funding from institutional shareholders to support its long-term business plan. The investment comes from sophisticated investors, including La Caisse, Generation Investment ...

Wealth and asset management to "significantly" consolidate by 2029: Oliver Wyman

RIDDHIMA TALWANI  |  FRIDAY, 3 OCT 2025
The global wealth and asset management industry is entering a period of significant consolidation, with over 1500 transactions expected in the coming years. A report by Oliver Wyman with Morgan Stanley estimates a reduction of around 20% in the number ...

Iress adds AI chief to drive innovation

MATTHEW WAI  |  FRIDAY, 15 AUG 2025
... strategic hire aligns to Iress' growth priorities, which include capturing the significant opportunities present in global wealth management, powered by data and AI, while continuing to provide critical trading and market data infrastructure to the industry ...
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