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Showing 81 - 90 of 117 results for "Wealth Management"

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 ...

Venture capital takes on impact investing

RACHEL ALEMBAKIS  |  THURSDAY, 2 SEP 2021  |  NEWS
... is in the process of a second close for Giant Leap II, which will feature investors from financial advisers/wealth management firms and institutional investors, Richardson said. Giant Leap focuses on seeding companies that produce goods and services ...

Wealth managers under pressure on returns, ESG: Accenture

RACHEL ALEMBAKIS  |  THURSDAY, 26 AUG 2021  |  NEWS
Clients are demanding more from their wealth management, both in terms of returns and in terms of ESG investments, according to research from Accenture. Accenture's Towards the Markets of Tomorrow: Capital Markets Vision 2025 notes that globally, the ...

HSBC AM takes stake in women-owned ESG investment firm

RACHEL ALEMBAKIS  |  WEDNESDAY, 7 JUL 2021  |  NEWS
... Investors, an independent asset management firm focused on ESG investment opportunities for institutional and wealth management clients around the world. The firm is majority owned by Heidi Ridley, former CEO at Rosenberg Equities and Kathryn McDonald ...

Super fund invests in Australian Unity Green Bond Fund

RACHEL ALEMBAKIS  |  THURSDAY, 24 JUN 2021  |  NEWS
... fund like NGS Super to commit to the fund," Bovingdon said. "... We've also had good support from Crestone Wealth Management through their client base- they've taken the approach to make green bonds a core part of their model portfolios across ...

War, vice and climate: assessing investors ethical stands

RACHEL ALEMBAKIS  |  THURSDAY, 13 MAY 2021  |  NEWS
... towards ethical investing preferences differ strongly between generations, according to a survey by Nucleus Wealth Management. Nucleus Wealth conducted a survey of more than 1450 Nucleus Wealth clients and potential investors on attitudes to ethical ...

FTSE Russell hires Jo Saleeba to head sustainable investment

RACHEL ALEMBAKIS  |  TUESDAY, 11 MAY 2021  |  NEWS
... Global, Orro spent almost 10 years in the Australian financial services industry in institutional banking and wealth management. "Martin and Jo add significant financial market expertise and strong knowledge of the local market to our Investment Solutions ...