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Showing 101 - 110 of 163 results for %22Private Wealth Network%22

Macrovue appoints former Arena MD

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... funds management. He has expertise across a range of areas including corporate finance, equity and debt capital markets, private equity, M&A, early stage investment and financial risk management. "James will add his wealth of knowledge and network in ...

Shadforth grows Queensland presence

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
... Queensland head Cathy Mackey said. As per the acquisition, Lyndhurst director and founder Charlie Fraser joins Shadforth as a private client adviser to ensure Lyndhurst clients continue to receive the service they expect. "Lyndhurst was borne out of ...

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
... advised by Grant Samuel and Morgans acted as sole lead manager. "I founded [the business] in 2006 with a big idea: to help private business owners be better off," Kelly+Partners chief executive Brett Kelly said. "In the 11 years since formation, Kelly+Partners ...

Macquarie pays the price for poor advice

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2017
... any concerns held over the quality of advice provided by Macquarie Equities financial adviser network, Macquarie Private Wealth. ASIC confirmed that a small number of cases are yet to be finalised as they are either the subject of litigation or a current ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ...

Investment group takes majority stake in global advice firm

ALEX BURKE  |  THURSDAY, 20 APR 2017
... Lomax and has expressed further plans for its Australian expansion. In the past, Focus has received strong backing from private equity groups Centerbridge Partners, Summit Partners and Polaris Partners. These firms, along with "certain wealth management ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... Securitor advisers Investments - $32 billion funds under management (FUM); $1bn in deposits, $2bn in margin lending Private wealth - $21 billion in deposits, $2bn in funds under administration (FUA), $17bn in mortgages Superannuation - $36 billion FUM ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... education services. The key product of the alliance is the creation of a new Clime-branded advisory network named Clime Private Wealth. The first office will open in Brisbane in March with a view to have further offices operating nationwide by the end ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
It's that time of the year again where everyone gets to start with a clean slate. Ned Dane, head of private client group at US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. ...

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
... disappeared, but it was pretty rugged and unprofessional." The full article appears in the latest edition of FS Private Wealth - The Journal of Family Office Investment. You can access the article here.