Search Results | Showing 1 - 10 of 116 results for "Wealth Management" |
| | | LGT Wealth Management has strengthened its sustainable investing capabilities with the appointment of former Wellington Management director Tessa Volkmer as head of sustainable investment, as demand for climate aware and impact focused portfolio strategies ... |
| | | | ... effectiveness, credibility and growth of impact investing in Australia and the wider Asia Pacific region. UBS Global Wealth Management Australia head of not-for-profit segment Zarmeen Pavri said: "This structure will ensure that stakeholders explore ... |
| | | | ... Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex and cross-border investment profiles. Burgmann ... |
| | | | ... based in the Asia-Pacific region. Also elevated is Marcio Bogoric, now managing director and head of global wealth management for Asia ex-Japan. Bogoric leads a regional team focused on delivering investment solutions to private banks, retail banks ... |
| | | | ... wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion in funds under advice, in a deal worth roughly $550 million. Lloyd, a high-profile figure in ... |
| | | | ... research, having earlier served as general manager of operations. He joined Perpetual from MLC, the NAB-owned wealth management division, where his most recent role was manager of research relationships across MLC and nabWealth. Lidbury's appointment ... |
| | | | Perpetual's wealth management arm has appointed a new investment lead ahead of an anticipated sale of the business to buyout firm Bain Capital. David Blunt, who is head of growth assets, has been named acting chief investment officer, taking over ... |
| | | | ... improved financial performance and managed the sale of the business to Apex Group in January 2025. "Sam brings deep wealth management industry experience and a strong track record of product leadership, client delivery and commercial performance," Iress ... |
| | | | ... resigning after almost a decade with the firm. Over the past ten years, he led JBWere, National Australia Bank's wealth management arm, overseeing teams serving high-net-worth clients in six cities. Before joining UBS - where he will return as head ... |
| | | | ... State Investments. Most recently, he has held a number of independent advisory roles across superannuation and wealth management. Future Group chief executive Simon Sheikh said Fernandes' appointment was an important step in strengthening the organisation's ... |
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