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Showing 61 - 70 of 116 results for "wealth management"

AMP nabs Mercer wealth manager

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024  |  NEWS
Mercer Australia's wealth management business has lost its strategic relationship leader to the AMP superannuation and investments team. On Monday, John Allmey joined the firm as national manager of strategic partnerships. In his new role, Allmey ...

Green Moves: NorthStar Impact, Aboriginal Investment NT, Care Super

ROSE MARY PETRASS  |  THURSDAY, 14 NOV 2024  |  NEWS
... Stevens to move to NorthStar Impact Funds. After just over a year as head of asset allocation at the specialist wealth management platform operator, he will now take up a new position as executive director and portfolio manager. It's a full circle moment ...

Aussie asset managers rise to RI challenge

ROSE MARY PETRASS  |  WEDNESDAY, 16 OCT 2024  |  NEWS
... responsible investment practices that benefit both clients and society." In the New Zealand league table, AMP Wealth Management, Morrison & Co, and Milford Asset Management also top the list. According to RIAA's data, more Kiwis have come out in ...

Aware Super appoints ESG, product and insurance heads

ELIZABETH FRY  |  THURSDAY, 18 APR 2024  |  NEWS
... this, Evans held various roles with MLC, National Australia Bank and Accenture. MLC was NAB's insurance and wealth management division. At the big four lender, he led the direct insurance and bancassurance teams and played a critical role in the ...

Experts issue warning over AI washing

ANDREW MCKEAN  |  WEDNESDAY, 20 MAR 2024  |  NEWS
... to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. In reality, these ...

Grok Ventures appoints new CEO

RACHEL ALEMBAKIS  |  FRIDAY, 9 FEB 2024  |  NEWS
... Kwong-Law will remain as chief investment officer. Kueh has more than 20 years' experience in asset management, wealth management and investment banking, at one point spending 10 years with Macquarie establishing their early business in the US and its ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  THURSDAY, 18 JAN 2024  |  NEWS
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. Ward, who is a Wiradjuri woman from her mother's side, was born and raised ...

PRI, CFA Institute and GSIA agree to common RI definitions

RACHEL ALEMBAKIS  |  MONDAY, 6 NOV 2023  |  NEWS
... regulators for voluntary standard setters to develop common terms and definitions to ensure consistency in the global wealth management industry. "We've been working with our peer organisations to ensure that our definitions are aligned so everything ...

Morgan Stanley reaches 70% of $1tn sustainable finance goal

ROSE MARY PETRASS  |  WEDNESDAY, 9 AUG 2023  |  NEWS
... removal, and social housing within multiple divisions of the bank including securitised products, commodities, and wealth management. Morgan Stanley's Sustainable Finance Framework is maintained by the Global Sustainability Office and considers the United ...

Mike Ng named first chief sustainability officer for OCBC

ROSE MARY PETRASS  |  WEDNESDAY, 26 JUL 2023  |  NEWS
... stepping into the role on 1 August. The new role will lead the transition to net zero on both the lending and wealth management fronts at Southeast Asia's second largest financial services group by assets. CEO Helen Wong said the new role would be focused ...