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Showing 1 - 10 of 51 results for %22Morgan Stanley Wealth Management Australia%22

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. ...

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
... 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 Fixed ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
... Schell was previously a financial adviser at TruWealth Advice and a senior dealer assistant/associate adviser at Morgan Stanley and also at E.L. & C. Baillieu. Prior to this, Schell was a senior client services associate at Thornton Group and worked ...

Hostplus, HNWs back CSIRO fund

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Ventures, Hostplus, Lockheed Martin and Temasek, as well as family offices and private investors from Morgan Stanley Wealth Management and Mutual Trust. The first fund helped develop 26 companies including v2food, Myrotia, Coviu, Kasada, Gilmour Space ...
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