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Showing 11 - 20 of 92 results for "Wealth Advisory"

Talaria hires head of sales

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
... distribution team. He has also held distribution roles at Perpetual Asset Management and owned an independent private wealth advisory firm. The appointment follows the hiring of Sam Dowling as sales director for NSW and Western Australia in June this ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Addressing the crowd at BlackRock's flagship iShares ETF event in Sydney yesterday, BlackRock director, US wealth advisory equity pillar Katie Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive ...

Advisory group appoints head of investment strategy

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
Providence Wealth Advisory Group recently welcomed a former sovereign wealth fund executive as its head of investment strategy. Marc Wait has joined the group in the role, based in Sydney. He was most recently head of treasury at the Emirates' Sovereign ...

Frontier promotes three

ELIZABETH FRY  |  FRIDAY, 14 OCT 2022
... the role of principal consultant. He joined Frontier in 2021 from LCP in the UK. He was a member of LCP's wealth advisory team, developing and expanding the firm's offering to sovereign wealth funds, private wealth firms and family offices. Before ...

BlackRock appoints new chief financial officer

ELIZABETH FRY  |  THURSDAY, 6 OCT 2022
... BlackRock's wealth executive will replace Gary Shedlin as chief financial officer. Small - the head of the US Wealth Advisory business for the past four years, has vastly expanded BlackRock's capabilities for wealth clients," said BlackRock chair ...

Former financial adviser pleads guilty

CASSANDRA BALDINI  |  TUESDAY, 20 SEP 2022
... was a financial adviser under his own company, John Wertheimer & Associates Pty Ltd, before appointing Picture Wealth Advisory Pty Ltd to service a group of clients. ASIC said in May 2020 he made 48 unauthorised transactions on the Netwealth trading ...

Moore Wealth joins Count Financial

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
... Moore Wealth Advisers as the latest firm to join its national advice community. Moore Wealth Advisers is a bespoke wealth advisory that was established in 2018 and previously licensed through RI Advice. Along with changing licensees, they also negotiated ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... the business alongside its staff. "Over the last seven years we have established Koda as a leading independent wealth advisory business, owned by its people and free from the conflicts of interest that come with vertical integration," Tucker said. "Koda's ...

William Buck appoints new director

CHLOE WALKER  |  FRIDAY, 11 MAR 2022
The firm has recruited Michael Rees-Evans to help drive the continued development of the wealth advisory team. Rees-Evans, who trained as a chartered accountant before moving into financial advice in 2002, will assist with William Buck's future capabilities ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... individuals and institutions. LGT Group chair H.S.H Prince Max von und zu Liechtenstein said: "Crestone is a preeminent wealth advisory firm with excellent further growth opportunities in the attractive Australian market. We look forward to working closely ...