Two JPMAM commentators have warned advisers about the dangers of moving assets into cash during market volatility, describing it as “swopping one risk for another”.
Zenith Investment Partners will see its co-founder and managing director both depart this year due to their ambitions no longer aligning with those of its parent company.
Wealth platform Mason Stevens has welcomed a chief strategy officer to lead the expansion of its UHNW segment, who joins from Morgan Stanley.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to break down
The global alternative asset manager has confirmed the acquisition of IP Generation.
Strategic partnerships are the number one priority for JPMAM, according to its EMEA CEO, having already enacted two deals with large New Zealand and UK wealth management groups.
Those mid-sized licensees with 16–50 authorised representatives are experiencing a blind spot, according to compliance firm Assured Support, and ASIC could develop specific supervision models for licensees of this size.
ASIC has cancelled the AFSL of a Sydney asset and investment manager following a payment by the Compensation Scheme of Last Resort.
With the rise of alternatives, Praemium has found high-net-worth investors are turning to financial advisers for help weighing up the various options.
Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence.
