Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 119 results for %22Venture Financial Advisers%22

INGIM builds distribution from ground up

MICHELLE BALTAZAR  |  WEDNESDAY, 5 MAY 2010
... to plough more resources into its Australian operations follow the acquisition last year of ING Australia by its joint venture partner, ANZ. INGIM has previously used ING Australia for distribution into the retail market but, following the INGA/ANZ merger ...

Mariner veteran sets up A3L

RUTH LIEW  |  FRIDAY, 27 NOV 2009
... its commercial partners. The firm aims to create a "symbiotic relationship" that ties together key stakeholders in the venture - investors, resident consumers and staff, and commercial partners. Marinchek first approached Mariner Financial managing director ...

Macquarie buys Canadian dealer

RUTH LIEW  |  TUESDAY, 27 OCT 2009
... Wealth. Macquarie announced on the ASX today that it had entered an agreement to buy Capital Inc. ("Blackmont") from CI Financial (TSX: CIX-T). Blackmont, which as part of the acquisition will be renamed Macquarie Private Weatlh, is headquartered in ...

CalPERS reviews US$50m fees to placement agent

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2009
... member. According to a press statement, CalPERS internal records show that the sum was paid over five years to ARVCO Financial Ventures LLC, a placement agent firm headed by Al Villalobos, a CalPERS Board member from 1993 and 1995. "The placement agent ...

Elders sells 51pc FP stake to Millenium3

COMPANY RELEASE  |  FRIDAY, 2 OCT 2009
... cent of Elders Financial Planning to Millennium3 Financial Services (M3). The agreement will see the formation of a joint venture company, with Elders to own 49 per cent and M3 51 per cent. M3 is owned by ING Australia, one of Australia's leading fund ...

Patersons and Davies open fixed income shop

COMPANY RELEASE  |  WEDNESDAY, 9 SEP 2009
Patersons Securities has launched a specialist fixed income and hybrid securities joint venture with Bryan Davies, former chief executive and co-founder at Yellow Brick Road. The Sydney-based division, Davies & Partners, is half owned by Patersons Securities ...

Protection without commission: JB Global

RUTH LIEW  |  FRIDAY, 4 SEP 2009
... investors with exposure to the ASX 200 combined with capital protection. Investors have to borrow 100 per cent to fund their venture, with the capital protection provided by Merrill Lynch. The product also has a 3.9 per cent interest rate. Beeton, who ...

Pres Obama proposes sweeping regulatory reforms

ALEX DUNNIN  |  THURSDAY, 18 JUN 2009
... are proposals that "All advisers to hedge funds (and other private pools of capital, including private equity funds and venture capital funds) whose assets under management exceed some modest threshold should be required to register with the Securities ...

Merger creates 18,500 adviser force

RUTH LIEW  |  TUESDAY, 2 JUN 2009
Morgan Stanley and Citi have given the go-ahead to the Morgan Stanley Smith Barney joint venture - a move that will create a global organisation with 18,500 advisers. The deal between Citi for Smith Barney and Morgan Stanley was closed last night. In ...

PIS partners with health advisory service

COMPANY RELEASE  |  THURSDAY, 16 APR 2009
Professional Investment Services (PIS) has aligned with medical organisation Health Predictions in a joint venture to provide specialist medical assessments for large sums assured and high net worth clients. The new service is designed to arrange specialist ...