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Showing 1181 - 1190 of 2812 results for "Advisory"

Buyback ensures Aussie ownership

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 SEP 2019
... plan. The buyback will not result in any changes to the Moelis board composition or the strategic alliance in corporate advisory services between M&C and Moelis. Moelis Australia staff continue to have significant interest in the company - holding over ...

LIC announces board changes

KARREN VERGARA  |  TUESDAY, 27 AUG 2019
... group executive of customer solutions for ASX-listed firm Snowball Group, which owned and operated a number of financial advisory dealer groups. "On behalf of the QVE board and management, I would like to thank John for his contribution to the company. ...

KPMG names financial services head

HARRISON WORLEY  |  MONDAY, 26 AUG 2019
... overall responsibility for the firm's wealth management, superannuation, insurance, banking, real estate and private equity advisory practices. Knoll joined KPMG in 2011 after around four and half years at Barclays, where he most recently served as director ...

Aussie equities manager expands team

KRISTI CHENG  |  FRIDAY, 23 AUG 2019
... experience in the financial services industry, holding a range of national and state-based distribution, research and advisory related roles, where he worked mostly with a high net worth client base. He was most recently head of advised distribution ...

Boutique distribution lead departs

JAMIE WILLIAMSON  |  MONDAY, 19 AUG 2019
The head of distribution at a boutique fund manager has taken a new role with Viridian Advisory. Former Fortius Funds Management head of distribution Rebecca Pun is now a portfolio manager at Viridian Advisory. In the new role, Pun is responsible for ...

MLC transforms advice business

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... from the NAB Group. This involves consolidating its advice brands from five down to two. These would be high-net-worth advisory firm Godfrey Pembroke, as well as a new combined group of advice businesses previously aligned with the Garvan, Apogee and ...

Risk advisory firms merge

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
Two practices specialising in risk will merge to become an advisory business with about $55 million in premiums under management. MBS Insurance (MBS) and Complete Risk Analysis (CRA) will join forces in a bid to increase scale and improve efficiencies. ...

Fidante loses $3.9bn of super fund assets

KARREN VERGARA  |  TUESDAY, 13 AUG 2019
... to develop distribution opportunities in the region. A Japanese real estate funds management licence and an investment advisory licence has been granted, which will facilitate distribution of investment products in Japan, he said. As for its life business ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... Prior to her time at Vanguard, Hamieh was head of distribution at Centuria Capital and a distribution manager at Wilsons Advisory Stockbroking. Her appointment rounds out a number of recent executive appointments for Xplore - Michael Wright, former head ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... personal financial advice announced earlier in the year and offloaded many of its advisers to Melbourne-based Viridian Advisory. The exact terms of Wright's departure from BTFG have not yet been made public. Xplore Wealth offers platform, administration ...