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Showing 1 - 10 of 3028 results for "Wealth Management"

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... attributable to currency effects, such as a strong USD. However, the bounce back of 4.2% offset the loss from 2022. UBS Wealth Management Australia managing director Andrew McAuley said that while wealth grew in 2023, the growth was slower than previous ...

Invartis enters Australian market

ELIZA BAVIN  |  WEDNESDAY, 10 JUL 2024
... operating model, data management, ESG and sustainability and managed services to support superannuation funds and wealth management firms in their transformation programmes. "We are delighted to welcome Nigel to the Invartis team and to announce our ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... Murdoch Private Wealth, which is based in Kew, Victoria, as an authorised representative of CHPW Financial, its wealth management advisory services business. Along with CHPW Financial, AWAG operates an investment management unit Armytage Private. It ...

New technology chief joins GROW Inc.

JAMIE WILLIAMSON  |  FRIDAY, 5 JUL 2024
... month. She will leverage her global experience in technology and data to "drive GROW's vision of levelling up wealth management." "Her leadership will be instrumental as we strengthen our position as industry leaders," the administrator said. "Together ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist investments. It also includes its media business, Informed Investor, ShareCafe, and Corporate ...

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
... Management has completed the sale of Madison Financial Group after entering a strategic partnership with Infocus Wealth Management. The parties previously entered a full form binding sale deed to implement the sale and strategic partnership with the ...

UBS institutional client coverage lead departs

ELIZABETH FRY  |  MONDAY, 24 JUN 2024
... 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 climbed ...

Betashares promotes key sales execs

ELIZABETH FRY  |  FRIDAY, 21 JUN 2024
... distribution team with two key promotions as it moves to accelerate growth in superannuation, retirement, and retail wealth management. The promotions come just two days after Singapore's state-owned fund Temasek agreed to buy a minority stake in ...

GBST, Wipro join forces on holistic administration service

ANDREW MCKEAN  |  WEDNESDAY, 19 JUN 2024
... Indian technology conglomerate Wipro to deliver end-to-end administration services for superannuation funds and wealth management firms looking to move away from antiquated IT infrastructure. The collaboration combines GBST's Composer wealth management ...

Prime FG eyes wealth management business

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... million. Madder said Altor supports PFG's aim of doubling group revenue by FY25 to $50 million. PFG operates in wealth management and SMSFs, debt capital advisory and consulting, and accounting and business advisory. The wealth management unit has ...
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