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Showing 1 - 10 of 266 results for BT WEALTH CONNECT

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... organisations. GBST also renewed a five-year contract with an Australian Tier 1 financial services organisation for its wealth management administration platform, Composer. Practifi chief executive Adrian Johnstone told Financial Standard that the company ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... capabilities as well as cultivating close relationships with asset consultants, independent financial advisers, and private wealth firms. Wheelhouse managing director Alastair MacLeod told Financial Standard McGauley would be deeply missed. "Wayne loved ...

Schroders welcomes new head of intermediary

ELIZA BAVIN  |  FRIDAY, 12 APR 2024
... Commonwealth Bank. Schroders Australia chief executive and chief investment officer Simon Doyle said Fernandez brings a wealth of experience to the role. "Jude is a well-respected, passionate, and collaborative sales leader, who has established strong ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Wealth management software business GBST has collaborated with Luna Partners to create a technology platform that connects investors and managers to the wholesale private equity market. The cloud-based SaaS platform will open investment opportunities ...

Perpetual adds director, institutional business

ELIZABETH FRY  |  MONDAY, 11 MAR 2024
... Africa. He also served as global head of real estate and family office at First Abu Dhabi Bank. The firm said Harris brings a wealth of global real estate experience to his role at HMC Capital. "I look forward to working with the highly talented team ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... McCrindle referred to as the "grandparent economy". "The baby boomers and builder generations are the high watermarks of wealth attainment in our nation," he said. "Advisers need to focus on these generations because they are at the life stage where ...

Sydney HNWI drops $24m on EG building

CHLOE WALKER  |  THURSDAY, 15 FEB 2024
... launched a joint venture with private debt investment company Msquared Capital (Msquared). According to EG head of private wealth Rodney Walt, the partnership aims to deliver great returns for investors through debt products that provide 'equity-like' ...

Finnfund names chief investment officer

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
... sustainability and impact investments," she said. "Finnfund is a highly respected development financier in emerging markets with a wealth of relevant sector expertise, e.g., in digital infrastructure and forestry, enabling us to make impactful, commercially ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
Jayde Ward joins the private wealth management company as its new director of philanthropic services, bringing over 13 years of experience in governance and strategic advice. In her new role, Ward will work alongside JBWere director, philanthropic services ...

BlackRock appoints new head of APAC

ANDREW MCKEAN  |  MONDAY, 15 JAN 2024
... its new head of Asia Pacific (APAC), tasked with overseeing business, client, investment, and operational platforms for wealth and institutional investors. Chan succeeds Rachel Lord, who relocates to London and takes on the role of head of international. ...
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