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Showing 1 - 10 of 42 results for "Patersons"

GSFM names key account manager

CASSANDRA BALDINI  |  MONDAY, 12 SEP 2022
... institutional account manager at Ellerston Capital and has also worked in private client roles at Bell Potter Securities, and Patersons Securities. His career began at Morgan Stanley where he was an institutional equities trader. GSFM chief executive ...

Superhero nabs new recruits

ALLY SELBY  |  FRIDAY, 2 OCT 2020
... operations and derivatives business. Prior to his four year tenure with the wealth management firm, Biven worked at Patersons Securities as a derivatives manager, having previously worked with Tolhurst, Rivkin Stockbroking and CommSec.

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... 400. Three years ago the gap between AMP and IOOF was almost 1500. The fastest growing licensees were Canaccord Genuity Patersons which picked up 117 advisers, E.L. & C. Baillieu which picked up 109 and Fortnum with 81. One of the big changes in the ...

Cashwerkz, Complii partner to automate compliance

ALLY SELBY  |  TUESDAY, 3 DEC 2019
... now access the Cashwerkz platform. Complii is currently used by brokerage leaders Shaw and Partners, Canaccord Genuity Patersons, Argonaut Securities and Blue Ocean Equities.

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

International firm acquires advice group

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
... financial advice group with more than 120 advisers on its books is to be acquired by a major Canadian wealth manager. Patersons Securities is being purchased by Canaccord Genuity via its Australian operations, Canaccord Financial Group. As a result ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... white-labelled solution of the HUB24 platform. On November 30, HUB24 said it would deliver a custom platform solution to Patersons Securities, which already has an existing in-house platform called Accolade. The group currently has 113 financial advisers ...

HUB24 secures bespoke platform mandate

JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
... delivering a custom platform solution to the national adviser network of a 115-year-old wealth management business. Patersons Securities selected HUB24's platform to white label and run alongside its existing in-house platform Accolade. Patersons currently ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... manager while Wilsons, Ord Minnett, Taylor Collison and Morgans are acting as joint lead managers. Crestone, Bell Porter, Patersons and FinEx Wealth are acting as co-managers. The boutique will pay $9.4 million in expenses to joint lead managers, legal ...

L1 Capital prepares for LIC IPO

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... Wilsons will serve as co-lead managers alongside the bank. Further, Macquarie, Bell Potter, First NZ, Hunter Capital, Patersons and Shaw and Partners will act as co-managers. With the Long Short Fund closed to new investors, its listed counterpart will ...
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