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Showing 1 - 10 of 615 results for "Wealth manager"

BT appoints new head of strategy

KARREN VERGARA | THURSDAY, 4 JUN 2026

A former Allianz Retire+ executive has joined BT as the new head of strategy. Simon Aboud joined the wealth manager on June 1. Late last year, Aboud left Allianz Retire+ as its chief product and marketing officer, a role he assumed in May 2021. Prior ...

Former Insignia boss joins InvestStream

MATTHEW WAI | MONDAY, 1 JUN 2026

A former Insignia Financial chief executive has joined the advisory board of InvestStream, spearheading its financial advice and engagement infrastructure as the firm's approach to close the advice gap. Renato Mota has joined the AI-powered infrastructure ...

Marex Group expands structured products to HNWIs

MATTHEW WAI | FRIDAY, 29 MAY 2026

Marex Group received approval by ASIC to distribute structured investment solutions to wholesale clients under its existing foreign AFSL earlier this month, in a move to fill the structured product adoption gap in Australia. While the group is not new ...

'Shockproof' portfolios integrate geopolitical risks: CIO

KARREN VERGARA | THURSDAY, 28 MAY 2026

Investors must integrate geopolitical risks into their decision making and anticipate assets being repriced at a blistering rate, as a means to help "shockproof" portfolios, according to an investments chief. As uncertainty around geopolitical risks ...

LGT bolsters investment bench

VINNY VUCAGO | MONDAY, 25 MAY 2026

LGT Wealth Management has expanded its investment leadership team with two senior appointments aimed at strengthening its capabilities across private markets and sustainable investing, as high-net-worth clients increasingly seek more sophisticated and ...

AMP new boss overhauls executive team

KARREN VERGARA | FRIDAY, 22 MAY 2026

... 14 years and worked at Westpac. She will replace Blair Vernon, whose role as chief executive of the ASX-listed wealth manager took effect on March 30, when incumbent Alexis George stepped down. Vernon commented: "Jackie brings significant experience ...

Combating modern slavery difficult but not impossible: RIAA

KARREN VERGARA | MONDAY, 18 MAY 2026

While it might be challenging to construct a truly modern-slavery-risk free investment portfolio, it is not impossible, a sustainability expert says, who will help wealth managers combat such risks at next week's Responsible Investment Association ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA | WEDNESDAY, 13 MAY 2026

As the 2026 Budget promises "bold, broad and ambitious" tax reforms, in addition to easing cost-of-living pressures and strengthening fuel security, wealth managers decry investors and the economy will not come out on top. Last night, Treasurer Jim ...

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI | FRIDAY, 8 MAY 2026

... Group (BFG) said it will continue to diversify its revenue streams to transform into a broader and more holistic wealth manager to respond to the changing structural landscape of the Australian wealth industry. It reported unaudited net profits after ...

Insignia Financial delists from ASX

ELIZA BAVIN | WEDNESDAY, 29 APR 2026

... thank them for their support." Insignia's farewell to the ASX comes after what became a bidding war for the wealth manager which resulted in it receiving eight non-binding indicative proposals from CC Capital, Bain Capital and Brookfield Capital ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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