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Showing 1 - 10 of 29 results for "wealth management"

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 ...

Steep rise in demand for ESG wealth management products: EY

RACHEL ALEMBAKIS  |  THURSDAY, 29 APR 2021  |  NEWS
... manager "falls short" in understanding their values. There is an overall growth in "for purpose" investing in wealth management clients, according to the 2021 EY Global Wealth Research Report . EY surveyed 2,500 wealth management clients in 21 markets ...

Ethical fund manager sets ambitious FUM target

RACHEL ALEMBAKIS  |  THURSDAY, 18 FEB 2021  |  NEWS
... John McMurdo on how his passion for mountain biking supports his love for challenges in other arenas, such as wealth management.

Northern Trust outlines social, environmental challenges to road ahead

RACHEL ALEMBAKIS  |  THURSDAY, 24 SEP 2020  |  NEWS
... the institutional world, it's used as a research publication, where we lay our views on the table... In the wealth management world, this has a bigger implication. We set the portfolio, based on this." "We've lowered our strategic weight to natural resources ...

The Sustainability Report relaunched as FS Sustainability

RACHEL ALEMBAKIS  |  TUESDAY, 1 SEP 2020  |  NEWS
... the alignment of the publication with Financial Standard and its suite of titles that cover Australia's wealth management landscape, including FS Advice, FS Super, FS Private Wealth and FS Managed Accounts. This announcement has come after the acquisition ...

Australian Unity launches green bond fund

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 JUL 2020  |  NEWS
... seeded with cornerstone investments from the Clean Energy Finance Corporation (CEFC) and clients from Crestone Wealth Management. Bill Bovingdon, CIO Altius Asset Management The Australian Unity Green Bond Fund invests in a combination of green, social ...

Sustainalytics hires Jodie Tapscott as head of Australasia

RACHEL ALEMBAKIS  |  THURSDAY, 28 NOV 2019  |  NEWS
... manager of corporate responsibility leading the Corporate Responsibility team in developing and delivering the wealth management group's responsible investment strategy. Before that, Tapscott was a senior portfolio manager at AMP Capital Investors, where ...

HNW, UHNW "do not deeply consider ESG issues": Crestone wealth report

RACHEL ALEMBAKIS  |  FRIDAY, 2 AUG 2019  |  NEWS
... of the Crestone/CoreData 2019 State of Wealth Report. Rob Holder, asset allocation specialist with Crestone Wealth Management The 2019 State of Wealth Report, surveyed the two cohorts - HNW, which includes investors with $1 million in investable assets ...

Peering into the sustainability crystal ball for 2018 - what lies ahead?

RACHEL ALEMBAKIS  |  FRIDAY, 2 FEB 2018  |  NEWS
... starting to be unblocked- there is a massive diversity of products that are now available. We are working with wealth management firms and dealer groups to make sure that platforms and approved product lists have appropriate products on them - a big ...
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