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Showing 1 - 10 of 30 results for "Stanford Brown"

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... generate and the benefits that will be delivered to the client," he said. Of a similar vein, Mantella noted that Stanford Brown chief executive Vincent O'Neil previously said the single biggest focus should be staff communication - particularly if there ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... within a managed account. Among the forum's featured participants are Vincent O'Neill, chief executive of Stanford Brown, and Neil Younger, managing director of Fortnum Private Wealth. Representatives from industry heavyweights BlackRock Australia ...

Stanford Brown adds partner

KARREN VERGARA  |  MONDAY, 12 OCT 2020
Stanford Brown has welcomed a new partner and financial adviser to the firm shortly after it named a new chief executive. Nicky Boustred has joined as a private wealth adviser and shareholder, after running Nixon Boustred Advisory, a financial planning ...

Boutique wealth firm chief steps down

KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
... executive of a boutique advice firm has stepped down after 12 years at the helm and his successor has been named. Stanford Brown announced Jonathan Hoyle has been replaced by Vincent O'Neill, who is currently the director of the private wealth unit. ...

New partner at Stanford Brown

ALLY SELBY  |  THURSDAY, 9 JUL 2020
Advice firm Stanford Brown has appointed a new partner with over two decades of experience. Todd Stanford has nabbed the promotion, after just over one year with the firm. Stanford Brown chief executive Jonathan Hoyle congratulated Stanford on his promotion. ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... senior director from Deloitte, as it kicks off its accounting offering with an acquisition of a local practice. Stanford Brown has appointed Dean Crossingham to head the accounting business. Crossingham was most recently a director in Deloitte's family ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins ...

Stanford Brown eyes expansion

KANIKA SOOD  |  TUESDAY, 15 OCT 2019
The private wealth firm is gearing up to add to its offering, chief executive Jonathan Hoyle says. Stanford Brown's core business is private wealth but it offers ancillary services including mortgage broking, property buying and insurance. In the coming ...

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... in response to "growing demand for a low cost, unconflicted, adviser platform alternative". Anderson joins from Stanford Brown which he joined as a business development manager in October last year. Prior to that, he worked at Challenger for almost a ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... award was Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's efforts in improving managed accounts saw them take out the innovation category, while Australian equities was awarded ...
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