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| | ... practices, Deloitte, in partnership with a global marketing agency, developed a report from a survey of 2000 investors and 250 wealth management providers. The report provided several calls to action, in particularly, an emphasis on placing the investor ... |
| | | ... focusing on listed investment and trading solutions. A key milestone was the launch of Desktop Broker, which caters to wealth advisory firms, enabling them to offer trading and investment solutions to their clients. Concurrently, Bell Potter Capital ... |
| | | ... indexing, and these products are growing at a faster pace than ETFs," she said. The second area that technology is unlocking is wealth managers horizontally and vertically integrating, enabling them to cover the client spectrum of ultra-high-net worths ... |
| | | ... Morningstar has maintained its fair value estimate of $26 per share for Perpetual stock, even after KKR confirmed it will buy its wealth management and corporate trust businesses yesterday. Morningstar analyst Shaun Ler said KKR's proposed acquisition ... |
| | | ... the most important areas advisers currently face is the stage of life and dynamics that come with the intergenerational wealth transfer, which Perth-based Boyce said is the "overall tailwind for our industry." "It's important for Australians to be ... |
| | | Perpetual has agreed to divest its wealth management and corporate trust businesses to Kohlberg Kravis Roberts (KKR) for $2.18 billion, pending shareholder approval. The deal will see the departure of Perpetual chief executive Rob Adams. The net proceeds ... |
| | | Blue Owl Capital has announced the hiring of Johann Santer as a managing director and head of APAC private wealth, effective immediately. Santer will be based in the company's Hong Kong office reporting to Sean Connor, president and chief executive ... |
| | | ... Iress provide professional development programs and events to Count's advisers. Iress executive general manager for wealth APAC Kelli Willmer said: "We look forward to continuing to work closely with key customers like Count to evolve our software ... |
| | | ... growth and expansion in the region," he said. Charles River manages more than US$29 trillion in assets for investment and wealth managers, asset owners and insurers in over 30 countries. Charles River helps automate the investment process across asset ... |
| | | Janus Henderson has acquired the wealth management arm of the National Bank of Kuwait, NBK Wealth, as well as European ETF provider, Tabula Investment Management. The US$353 billion asset manager said in its Q1 2024 results that NBK Wealth's private ... |
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