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Showing 101 - 110 of 397 results for "Morgan Stanley"

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
Morgan Stanley Wealth Management is transitioning 2,500 new portfolios to an independent platform, building on their existing relationship. In a new agreement, MS Wealth Management will add 2,500 portfolios with international assets to Praemium's platform ...

Macquarie shuffles wealth leadership

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... accounts offerings. Garrett has been with Macquarie for 19 years, and previously worked at Merrill Lynch, Citi and Morgan Stanley. Replacing Garrett as the head of Macquarie's wealth products and technology will be current wealth chief operations officer ...

Advice group appoints general manager

KANIKA SOOD  |  THURSDAY, 21 FEB 2019
... BTFG. She has 20 years' leadership experience, including senior roles at Mercer and Citi Smith Barney (now Morgan Stanley Wealth Management) across adviser operations, technology, transformation, paraplanning and policy. "In her almost six years ...

QIC adds to global infrastructure team

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
... and its infrastructure investment bank as a vice president. Previously, he worked as an investment associate at Morgan Stanley Infrastructure Partners. QIC's infrastructure business now has 12 direct investments including stakes in: Brisbane Airport ...

Former Morgan Stanley chief to join Westpac board

HARRISON WORLEY  |  WEDNESDAY, 6 FEB 2019
Westpac appointed two new board directors, including the former chief executive of Morgan Stanley Australia. Steven Harker and Margaret Seale will join the board of Westpac in March as non-executive directors, and both are set to be appointed to the ...

SuperConcepts names interim chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JAN 2019
... said. Urquhart spent nine years at AMP prior to transitioning to SuperConcepts. He also previously held roles with Morgan Stanley and is a former Clayton Utz solicitor. SuperConcepts chair Richard Grellman said the appointment provides the stability ...

CFS tops up Morgan Stanley mandate

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
Colonial First State has topped up a Morgan Stanley mandate, as it fine-tunes the fixed interest exposures in its employer super's lifestage options. Morgan Stanley's Total Return Strategy is now managing $134 million for the FirstChoice Employer ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... newest client for its reporting and administration platform. Arguably its biggest signing of 2018 came in June when Morgan Stanley Wealth Management Australia signed its 115 financial advisers to the SMA technology. This was after Praemium succeeded ...

Future Fund investment specialist joins NZ Super

KARREN VERGARA  |  WEDNESDAY, 12 DEC 2018
... head of strategy in 2010. His experience includes working in senior strategy roles at AIG Financial Products and Morgan Stanley. Prior to that, he worked with both the International Monetary Fund and the Reserve Bank of New Zealand. In March, the Future ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... Bryant said. Prior to his time at Commonwealth Private, Jones enjoyed stints at Merrill Lynch in the UK, Westpac and Morgan Stanley Private Wealth Management. Similarly, Smith spent considerable time at Merrill Lynch as well as Morgan Stanley, where ...