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

Search Results

Showing 131 - 140 of 507 results for "Davis"

Australian Unity added 14 planning practices in a year

MARK SMITH  |  THURSDAY, 17 JUL 2014
... the fact we are not a bank or life insurance company," Australian Unity Personal Financial Services chief executive Steve Davis said. Davis said the Accountant Partnership Program currently has relationships with over 300 accounting firms-most of whom ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
... practice development and will be a valuable asset to Premium as we grow the business," Premium managing director Paul Harding-Davis said. "Premium's experience, systems and accreditation offers small and medium practices, in particular, an attractive ...

Credit Suisse named best UHNW bank in Australia

MARK SMITH  |  THURSDAY, 26 JUN 2014
... Award: Bank of Melbourne Private - Sam Matarazzo Outstanding New Relationship Manager Award: Commonwealth Private - Lisa Davis Outstanding Wealth/Investment Adviser Award: Commonwealth Private - Michael Pilkington Outstanding New Wealth/Investment Adviser ...

Zenith launches range of retirement portfolios

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
... Professional Indemnity insurance frameworks," Zenith associate director and manager of Zenith's Retirement Portfolio solutions Ben Davis said. "Within the six implementable Retirement Models, retirees will be provided with options to address the requirements ...

Dynamic approach key to low volatility investing

MARK SMITH  |  WEDNESDAY, 4 JUN 2014
... of Technologies chief executive and CIO Adrian Banner and MFS Investment Management institutional portfolio manager Dino Davis warned that low volatility investing is not as easy as simply investing in low volatility stocks. "Volatility is dynamic," ...

FEAL to recognise top superannuation CIOs and COOs

STAFF WRITER  |  TUESDAY, 3 JUN 2014
The country's leading superannuation chief investment officers and chief operation officers will be recognised at a national CIO & COO Awards through a joint initiative by industry body FEAL and fund manager La Trobe Financial. FEAL has teamed up with ...

Tyndall AM reshuffles equities team as Van Munster retires

ALICE URIBE  |  THURSDAY, 20 MAR 2014
... naturally sad to see Bob leave the business and the industry, and understand this is his personal lifestyle choice," Mike Davis, Tyndall AM's managing director said. Yu-Ming Wang, Nikko AM CIO commented: "We are pleased to seamlessly transition our highly-rated ...

Premium Wealth adds QLD boutique practice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
... clients. The group currently services about 8,000 clients of Save on Tax in two offices. Premium chief executive Paul Harding-Davis said that Queensland continues to be an area of strong growth for the dealer group. "Premium gives our member organisations ...

BOQ adds to board

STAFF WRITER  |  THURSDAY, 27 FEB 2014
... accounting, risk, business review and restructure experience across both the private and public sectors and BOQ chairman Roger Davis said Carter brought valuable commercial and industry skills to BOQ's board. "Bruce has broad experience as a board and ...

Federation added to Australian Unity platform

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... the Australian Unity Personal Financial Services' (AU PFS) approved platform list. AU PFS chief executive officer Steve Davis said the operational structure of the platform coupled with the option for clients to become shareholders in Federation Alliance ...