CREDIT SUISSE

Life/Risk

ING has announced a breakthrough tax ruling affecting its OneCare life insurance products at the same time ING Investment Management said it still has one of the largest ...

Financial planning

Australian investors are being invited to invest in one of our scarcest resources – water – via a new product launched today by Credit Suisse and Equity Trustees in conju...

Financial planning

Citigroup Wealth Advisors has added a separately managed accounts offering to its existing wealth management platform with the introduction of Citigroup Investment Soluti...

Financial planning

Credit Suisse has selected Praemium’s V-Wrap to provide portfolio administration services to its recently launched, Sydney-based Australian Private Banking division....

Financial planning

Independent wrap provider, Netwealth Investments Limited, has expanded its market presence by adding to its online adviser offerings as well as signing up a number of new...

Financial planning

Abstract Long...

Financial planning

ING Australia business development manager Russell Hannah has taken out the top honour in the Money Management/Tribeca BDM of the Year Awards....

Funds management

International equities heavy weight Platinum has once again proved popular with financial planners, but new research has revealed there is a rising star in the asset clas...

Financial planning

Ratings house Standard & Poor’s has issued fund manager Credit Suisse’s small company offerings in the market an ‘on hold’ status following the departure of co-portfolio ...

Financial planning

Credit Suisse Asset Management has revealed an optimistic outlook for global economic prospects for 2007....

Financial planning

Wealthtrac has almost doubled in size after being selected as the successor fund platform for Credit Suisse Super and Pension Plan....

Financial planning

The global asset management industry has, and will continue to change dramatically from what it was five years ago, according to Credit Suisse vice chair Robert Parker....

Financial planning

Following a strategic review of its MasterWrap offerings, Credit Suisse asset management has announced it will be exiting these products in the Australian market....

People & Products

Deutsche Asset Management has announced the appointment of Clayton Coplestone as its head of distribution for Greater China, as well as head of the company’s Hong Kong bu...

People & Products

The man who established Portfolio Partners Limited in 1994, Keith Ince, has been appointed executive vice chairman and head of asset management in Australia by Credit Sui...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 1 hour ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
Powered by MOMENTUM MEDIA
moneymanagement logo