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Showing 1 - 10 of 89 results for %22Morgan Stanley Wealth Management%22

NZ Super Fund chief investment officer departs

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... Fund in 2019 Gilmore was the chief investment strategist at Future Fund from 2009 to 2018. He has also worked at Morgan Stanley and the International Monetary Fund. Gilmore will replace Nicole Musicco who left CalPERS after just 18 months in the role ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... solutions division, while Deanne Baker will serve as deputy chief investment officer. Previously, Lim served at Morgan Stanley Private Wealth Management Asia for seven years as its co-head of investment management services. Prior to Morgan Stanley, Lim ...

GSFM names key account manager

CASSANDRA BALDINI  |  MONDAY, 12 SEP 2022
... has also worked in private client roles at Bell Potter Securities, and Patersons Securities. His career began at Morgan Stanley where he was an institutional equities trader. GSFM chief executive Damien McIntyre said the appointment is in response to ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... products, as well as recognising the best licensee operated offering. Kearney Group, Lonsec, Morgan Stanley Wealth Management, Russell Investments, and DNR Capital are all nominated for the inaugural award for best ESG portfolio. For licensee managed ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... drive around 80% of worldwide new wealth creation until 2026. According to a report published by Oliver Wyman and Morgan Stanley, leading firms that are accelerating the transition to the next era - "Wealth Management 3.0" - have been investing high ...

Nucleus Wealth launches direct indexing option

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... assets under management in 2020 sitting at around US$350 billion. According to a 2021 report from Oliver Wyman and Morgan Stanley, this could grow to about US$1.5 trillion by 2025, drawing flows that would otherwise be snapped up by ETFs or mutual funds. ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... assets under management in 2020 sitting at around US$350 billion. According to a 2021 report from Oliver Wyman and Morgan Stanley, this could grow to about US$1.5 trillion by 2025, drawing flows that would otherwise be snapped up by ETFs or mutual funds. ...

New client group lead at AXA IM

KARREN VERGARA  |  TUESDAY, 25 JAN 2022
... Asia investment relations at alternative investment firm Angelo Gordon, and senior roles at The Carlyle Group and Morgan Stanley. Hong Kong-based Lee is responsible for raising new capital and servicing clients in the region. She reports to global head ...

Morgan Stanley promotes two senior leaders

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
Morgan Stanley Australia appointed a new local wealth management research lead as the incumbent takes on an executive role overseas. Head of wealth management Australia research Nathan Lim will relocate to Hong Kong to assume the position of co-head ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
... Equities and Macquarie Investment Management took home the prize for Australian Equities Small Cap. Morgan Stanley Wealth Management Australia won Licensee Managed Account and Multi Asset categories. Real Asset Management (RAM) won the award for Australian ...
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