Perpetual has made the internal appointment of Chris Green from his current role as group executive, Perpetual Corporate Trust, to the position of chief financial officer.
This year’s beneficiaries are Alliance Bernstein, Allianz Global Investors, Eastspring Investments, Schroders, Fidelity International, Franklin Templeton Investments and JP Morgan Asset Management.
IOOF has completed its acquisition of Australian and New Zealand Banking Group’s (ANZ’s) aligned dealer groups (ADGs), while making further arrangements for the complete acquisition of the ANZ One Path Pensions and Investments (ANZ P&I) business.
Lombard International, a global leader in wealth planning solutions for high net worth individuals and institutions, has today announced the appointment of Shaun Chang to the new role of Sales Director and Deputy CEO, Asia. This follows the successful launch of Lombard International’s brokerage businesses in Hong Kong and Singapore over 18 months ago.
Published by China Economic Review – 29th Sep 2018
China has published new rules that will allow bank wealth management funds to invest in stocks and relax capital requirements for certain investment products, Caixin reports.
Mark Lazberger has decided to step down as chief executive of Australian fund house Colonial First State Global Asset Management after 10 years in the role.
Matthews Asia, a Californian asset manager, will see its long-standing head of Asia business development, James Campion, move on at the end of 2018 after handing responsibilities to a new appointee.
Julius Baer and Nomura announce the acquisition by Nomura of a 40 per cent shareholding in Julius Baer’s wholly owned subsidiary – Julius Baer Wealth Management Ltd. – which currently provides international wealth management services to Julius Baer’s high net worth client base in Japan. This new equity investment by Nomura represents a significant step forward for both firms’ strategic ambition for the Japanese market and will provide Julius Baer access to Nomura’s high net worth franchise.
Schroders Wealth Management have announced the appointment of Jason Huang, subject to regulatory approval, as Senior Relationship Manager. In this newly created role, Jason, who is based in Hong Kong and joined in August, will be responsible for building Schroders’ wealth management client base with Greater China clients with assets in Hong Kong. He will report to Robert Ridland, Portfolio Director, Schroders Wealth Management.
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