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Showing 1 - 10 of 3184 results for "Wealth Management"

Iress' superannuation consulting business changes hands

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... needs to providing leading services at scale around the most relevant technologies for the superannuation and wealth management industry. He added that the Acurity software suite, which is "deeply embedded" in the wealth management sector, strengthens ...

Perpetual mulls tie up with Partners Group

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... for our clients and stakeholders," Scott said. In February, Perpetual called off KKR's courtship of its wealth management and corporate trust operations and spinning out its asset management business. Perpetual chief executive and managing director ...

Ord Minnett nabs UBS operating chief

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Minnett group. Beavis joins from UBS, where he spent 12 months in operations roles within the Swiss bank's wealth management division. He previously held a director-level position in alternative investments operations at Credit Suisse. Before that ...

Netwealth chair to retire, successor appointed

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
Netwealth chair Tim Antonie, who's served as chair of the wealth management platform since February 2021, will retire from the board at the end of August. Antonie's successor is a former Future Fund board member who was appointed as an independent non-executive ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... decades of experience across investment banking, funds management and research. He has focused exclusively on wealth management for the past 25 years, working initially with global investment banks before co-founding Escala in 2013. Howard, a former ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... investment managers. "We are delighted to partner with DASH as part of our continued commitment to the Australian wealth management industry," S64 head of Australia and New Zealand Matt Stovold said. "Australia is a key market for S64, and our growing ...

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... disintermediation in markets and rise of exchange-traded funds and separately managed accounts may prove efficient for the wealth management industry and its clients - but it's less positive for listed companies. This is because those investors typically ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... Association's (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it could still be better. While there are some sectors that ...

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
Colonial First State (CFS) managed the two best-performing MySuper options over the year to March 31. The wealth management and superannuation provider's head of equities Ben Lam explains the "art and science" behind its recently evolved manager ...

Hearts & Minds appoints operating chief

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... into her role. Jolie confirmed Fremder will take on the role of partnership and operations. Before working with wealth management firms at Livewire as a partnerships manager, she did a two-year stint at Iress as a client account manager following five ...
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