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Showing 1051 - 1057 of 1057 results for "Private Wealth"

Pentafin goes West

ALEX DUNNIN  |  TUESDAY, 18 JUL 2006
... wealth management platform, provides investment modeling, tax optimisation and straight-though processing (STP) for private wealth managers, individually managed accounts and platforms. Peter Kelly, founder and chief executive officer of Pentafin Services ...

Common sense rules in portfolio construction

... superior portfolio construction of fund managers can not be statistically tested or verified. Steve Christie, head of private wealth services at Ord Minnett, did the research as part of his PhD at Macquarie University. Among other things, he tested the ...

Challenger then Deutsche Bank, the HSBC journey continues

... Not-for-Profit and Private Clients. We felt that Deutsche Bank was the best fit." Michael Parsons, Deutsche's head of private wealth management Australian, said the deal is "complementary" to their existing arrangements. Deutsche have further tied up ...

IWL set to finalise JDV acquisition

AAP  |  MONDAY, 8 AUG 2005
... $3.1 billion in assets under administration and includes clients such as BT Wrap, Macquarie Advisers and Trust Private Wealth Management. The firm's other business includes on line share trading services, equities and options execution and settlement ...

Citigroup appoints head of new wealth management business

... Best Private Bank in Indonesia. Sharma says, "Australia is among the most significant markets in the region for private wealth and there are still many untapped opportunities for us to explore." Locally Citigroup has over 200 financial consultants with ...

GSJBWere expands with new private wealth heads

Goldman Sachs JB Were has created two new co-heads of private wealth management as it looks to further promote its retail business. Anthony James and Greg Chipman have been appointed to the two new positions. Both previously held senior management positions ...

New principal member for FPA

... Association (FPA) has increased its total number of principal members to 586 after newly formed financial adviser KPMG Private Wealth joined the list. FPA principal members are comprised of companies and individuals holding an AISC Australian financial ...