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Showing 1 - 10 of 140 results for %22wealth management%22

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 ...

Element Zero raises US$10M for zero-carbon iron

ROSE MARY PETRASS  |  FRIDAY, 19 JAN 2024  |  NEWS
... Peter Barrett, said. "Australia is poised to become a leader in resilient and sustainable global prosperity - its natural wealth in minerals and renewable energy blended with innovation in electrochemistry and new materials will cement its leadership ...

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 ...

Ethical ETFs AUM surges in 2023: Betashares

RACHEL ALEMBAKIS  |  TUESDAY, 16 JAN 2024  |  NEWS
... financial advisers seeking to meet their complementary goals of aligning their portfolios with their values and long-term wealth creation. "As part of this trend, we are increasingly seeing investors and their financial advisers build sophisticated ethical ...

Global economists identify key risks for the decade ahead

ROSE MARY PETRASS  |  THURSDAY, 11 JAN 2024  |  NEWS
... countries and companies can move the needle on global risk reduction." Sach said that investors need to focus on risk management, while keeping their eyes on long-term growth. "The tight interconnection between these immediate risks underlines the importance ...

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 ...

Norway's oil fund updates climate demands

ROSE MARY PETRASS  |  WEDNESDAY, 20 SEP 2023  |  NEWS
Norway's $1.4 trillion sovereign wealth fund has updated its expectations to companies it invests in on climate, with demands for companies to move from target setting to transition planning. Norges Bank Investment Management has told all companies ...

Sustainable, ethical super products fail performance test

RACHEL ALEMBAKIS, JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023  |  NEWS
... represent 27% of the total funds under management in trustee-directed products both on and off-platform. The three Crescent Wealth options that failed were Crescent Wealth Super Conservative, Crescent Wealth Super Balanced and Crescent Wealth Super Growth. ...
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