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Showing 11 - 20 of 53 results for "wealth management"

BetaShares SMAs list on Netwealth platform

RACHEL ALEMBAKIS  |  THURSDAY, 27 OCT 2022  |  NEWS
... managing director Matt Heine, welcomed the new launch with BetaShares as a reflection of the trends impacting the wealth management industry. "Working with BetaShares allows us to offer their ethically screened managed accounts via our investment and ...

Invest in sustainable development for positive return: RadiantESG

RACHEL ALEMBAKIS  |  TUESDAY, 2 AUG 2022  |  NEWS
... RadiantESG. The independent asset management firm is focused on ESG investment opportunities for institutional and wealth management clients. The firm uses quantitative management strategies and techniques to evaluate companies from a financial and sustainable ...

ESG product definitions a matter for legislation: ASIC

RACHEL ALEMBAKIS  |  TUESDAY, 2 AUG 2022  |  NEWS
... investment vehicles (CCIVs), and super fund trustees, and is the result of a review ASIC has conducted into the wealth management industry. LaBouchardiere has previously said that if ASIC finds greenwashing that rises to the level of egregious conduct ...

LGT Crestone hires head of sustainability

RACHEL ALEMBAKIS  |  THURSDAY, 14 JUL 2022  |  NEWS
LGT Crestone Wealth Management has hired Amanda MacDonald as the head of sustainability. MacDonald reports to Crestone Wealth Management's deputy chief investment officer Kevin Wan Lum. She is tasked with managing Crestone's environmental impact ...

Industry reacts to ASIC greenwashing guidance

RACHEL ALEMBAKIS  |  THURSDAY, 16 JUN 2022  |  NEWS
... step in the right direction, and noted that the ASIC announcement should resonate with a wide swathe of the wealth management industry. the majority (89%) of the Australian investment market claims to be responsible, it is just 40% of managers that are ...

ASIC: improve greenwashing disclosure or risk penalty

RACHEL ALEMBAKIS  |  THURSDAY, 16 JUN 2022  |  NEWS
... investment vehicles (CCIVs), and super fund trustees and is the result of a review ASIC has conducted into the wealth management industry. "The purpose of our information sheet is about improving practices and to signal to the market the kind of issues ...

U Ethical makes two board appointments

RACHEL ALEMBAKIS  |  WEDNESDAY, 23 FEB 2022  |  NEWS
... financial institutions, saying it would prove beneficial as the ethical fund manager "expands further into new wealth management and wholesale markets, competing with leading investment managers." Burns has over 30 years of senior executive experience ...

Strong APAC demand for sustainable, impact assets: UBS

RACHEL ALEMBAKIS  |  THURSDAY, 13 JAN 2022  |  NEWS
... investments can generate equal or superior investment returns when compared to traditional investments. "In our wealth management business, one example is our flagship 100% sustainable investing cross asset discretionary mandate. We reached a record ...

"War for talent": ESG professionals in high demand

RACHEL ALEMBAKIS  |  THURSDAY, 28 OCT 2021  |  NEWS
... 2021 quarter, 57% of placements were within funds management, with superannuation a strong second, as well as wealth management, asset consulting, insurance and trustee services. There was strong demand for professionals across investments, ESG/responsible ...

CFA launches ESG certificate in Australia

RACHEL ALEMBAKIS  |  THURSDAY, 7 OCT 2021  |  NEWS
... suitable for anyone looking to improve their understanding of ESG issues working in sales and distribution, wealth management, product development, financial advice, consulting or risk." Carroll cite the recent CFA Institute Future of Sustainability ...