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Showing 121 - 130 of 807 results for "Private Wealth"

BNP Paribas AM appoints wholesale distribution head

JAMIE WILLIAMSON  |  FRIDAY, 21 JAN 2022
... January 1. Ngoeun is now responsible for growing the business' funds under management, working with dealer groups, private wealth firms, family offices, consultant and research houses, platform providers and the like. He brings more than 12 years' experience ...

T. Rowe Price launches two new products

ELIZABETH MCARTHUR  |  THURSDAY, 16 DEC 2021
... research and conviction." The Global Select Equity SMA was initially offered exclusively through Brisbane-based private wealth firm Emanuel Whybourne for a limited time. It is now available to all advisers and private wealth investors who seek the benefits ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... management. At the time of buying the business, about 70 of the 95 advisers attached to it crossed over. Speaking to FS Private Wealth in 2019, Chisholm spoke of the decision for the firm to only work with clients with at least $2.5 million in net assets ...

Yarra Capital bolsters investment team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 DEC 2021
... issuers. He will start with Yarra in January 2022 and will be based in Melbourne. Ginges joins from Minchin Moore Private Wealth, where he is an associate portfolio manager. He will be based in Sydney with Yarra, working on its microcaps strategy with ...

Fortnum hires engagement and growth leads

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
Fortnum Private Wealth made two senior hires who will oversee practice engagement and growth for the AFS licensee. Brisbane-based Simon Wright and Sydney-based Jaimie Ramsey joined Fortnum as practice engagement and growth managers as part of the licensee's ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... hype surrounding them. MLC Asset Management head of investment consulting (managed accounts) Brent Bevan, Fortnum Private Wealth chief executive Neil Younger and BT Financial Group head of platform distribution Chris Mather discussed whether managed ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... participants are Vincent O'Neill, chief executive of Stanford Brown, and Neil Younger, managing director of Fortnum Private Wealth. Representatives from industry heavyweights BlackRock Australia, BT Financial Group, HUB24, Macquarie, Mercer, MLC ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... go above and beyond to deliver outstanding results for clients and give back to the community. Capital Partners Private Wealth Advisers (Capital Partners) Principal Kathryn Creasy took home the coveted FPA Certified Financial Planner Professional of ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
A former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, pleaded guilty to five criminal offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
Warakirri Asset Management hired from UBS for the newly created role of head of private wealth. Ben Williams was head of wholesale client coverage at the Swiss bank for over four years. He was previously national manager, retail at Lazard Asset Management ...