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Showing 1 - 10 of 53 results for "wealth management"

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 ...

Hejaz invests in Islamic Bank Australia

RACHEL ALEMBAKIS  |  WEDNESDAY, 31 MAY 2023  |  NEWS
... collaborate in achieving this objective," Ozyon said. "Hejaz Group specializes in fund management, home loans, and wealth management services, while IBA excels in developing banking services. This partnership will enable us to benefit from IBA's ...

ESG salaries revealed, talent shortage predicted as demand surges

ROSE MARY PETRASS  |  TUESDAY, 9 MAY 2023  |  NEWS
... demand for specialised skills in the funds management, superannuation, private equity, asset consulting, and wealth management sectors is surging and a shortage of qualified ESG professionals is expected to continue through 2023. Demand is attributed ...

ASIC greenwashing investigations continue

RACHEL ALEMBAKIS  |  THURSDAY, 3 NOV 2022  |  NEWS
... managed funds and superannuation. The information sheet was the result of a review ASIC has conducted into the wealth management industry. When issued, ASIC flagged it would take enforcement action in cases of "egregious conduct."
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