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Showing 121 - 130 of 163 results for %22Private Wealth Network%22

Majority of family offices move to direct investing: FOX

ALEX BURKE  |  THURSDAY, 21 APR 2016
... compared with later generations (46%). The most popular asset classes in this regard were direct real estate and direct private equity. "Investing directly in real estate properties or operating companies is familiar for many family offices that earned ...

JBWere and Moelis forge new research and distribution alliance

WHITNEY FITZSIMMONS  |  FRIDAY, 15 APR 2016
... executive Justin Greiner said: "We are committed to providing a market leading and differentiated service to our private wealth clients." "This alliance with Moelis Australia is another important step forward for our business, extending what is already ...

HUB24 signs white label deal with Lifespan

ALEX BURKE  |  MONDAY, 14 MAR 2016
... network of representatives," said HUB24 managing director Andrew Alcock. "We continue to experience strong demand for our wealth management platform, which offers leading-edge technology and broad and unbiased choice for independently-minded advisers." ...

Former QIC multi-asset head departs

DARREN SNYDER  |  FRIDAY, 5 FEB 2016
... corporate knowledge." QIC currently has about $78.8 billion in funds under management, offering infrastructure, real estate, private equity, liquid strategies and multi-asset investment services to about 90 clients globally.

JBWere announces UBS deal

ALEX BURKE  |  TUESDAY, 19 JAN 2016
JBWere has announced a strategic alliance with UBS focusing on improving its private wealth strategy services. This alliance (which is non-exclusive) will give Australian JBWere clients access to UBS research, equity deals and IPOs. "The alliance with ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... not-for-profit fund to have all of its advice offices accredited as FPA Professional Practices. Over 90% of UniSuper's private client advisers hold the Certified Financial Planner (CFP) designation and over 65% of its more than 30 advisers hold the same ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... offering a complete family office service to mainstream clients, rather than just the very wealthy, focusing on SMEs, private clients and family-owned businesses." "The approach of goals-based advice and holistic implementation around the entirety of ...

Cost cuts put research at risk

DARREN SNYDER  |  MONDAY, 29 JUN 2015
... interests of clients." Boutique advice group Stanford Brown, which specialises in serving the medical sector and private wealth clients, said an excessively aggressive focus on cost reduction among wealth groups could undermine the very thing they are ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... economic conditions, advisers are looking for alternatives. This is a business cycle that we have seen before." Canopy Private director Christopher Bates left his job as an authorised representative of AMP-owned Charter Financial Planning to set up his ...

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... by chartered accountant and business coach Scott Charlton who is also head of strategic development at Fortnum Private Wealth. Before joining Fortnum in 2010, Charlton was coaching program manager at leading Australian and New Zealand training organisation ...