Wealth management stories - Page 2
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Nils Frowein Joins Additiv as CEO from Swiss Life
Thu, 15th Jun 2023
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devops
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apm
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software development
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
Tue, 2nd May 2023
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fintech
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risk & compliance
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wealth management
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
Fri, 26th Aug 2022
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macquarie bank
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findex
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wealth management
Findex, a wealth management company in Australia, appoints Co-CEOs to take advantage of opportunities emerging from the Hayne Royal Commission.
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Lendor appoints Jo Olivia Lee as chief operating officer
Fri, 1st Jul 2022
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cleantech
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capital
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climate change
Jo Olivia Lee appointed as chief operating officer. She will oversee app development and operations for Singapore and Lendor Thailand.