Wealth management stories
What's in for Australia’s banking, finance and insurance industry in 2024
So, what’s on the horizon for an industry that’s powering the economy whilst also needing to continually adapt and evolve as consumer demand grows?.
Broadridge appoints Paul Simpson as Vice Chairman of Global Technology & Operations Business
Broadridge Financial Solutions appoints Paul Simpson as Vice Chairman to enhance client focus and drive go-to-market initiatives.
LGT Wealth and Asset Vantage launch a digital family office
The full-stack digital family office is a unique offering that delivers detailed investment analytics based on integrated accounting data.
Nils Frowein Joins Additiv as CEO from Swiss Life
Nils Frowein has been appointed as the new CEO of additiv, the international digital investment and financial solutions company.
NZ wealth managers rely on intuition for client risk suitability
There is still strong support for better systems to help them improve the service to clients and better assess risk suitability.
Findex appoints Tony Roussos & Matt Games as Co-CEOs
Findex, a wealth management company in Australia, appoints Co-CEOs to take advantage of opportunities emerging from the Hayne Royal Commission.
Lendor appoints Jo Olivia Lee as chief operating officer
Jo Olivia Lee appointed as chief operating officer. She will oversee app development and operations for Singapore and Lendor Thailand.