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Showing 131 - 140 of 163 results for %22Private Wealth Network%22

EY appoints family office specialist

MARK SMITH  |  MONDAY, 10 NOV 2014
... existing teams, Richard will provide advice and support to these clients around key issues including succession, governance, private capital transactions and management of family affairs," EY Oceania private client services leader Ian Burgess said. "Richard ...

Folkestone beefs up distribution

MARK SMITH  |  THURSDAY, 23 OCT 2014
... institutional property lending team. Prior to that, he was at Investec Bank working in both the lending solutions and private bank areas. Folkestone head of funds management Adrian Harrington said: "I am delighted to welcome both Michael and Harry to ...

Credit Suisse launches SIV portfolios

MARK SMITH  |  FRIDAY, 7 JUN 2013
Credit Suisse Private Banking has launched two new investment portfolios developed specifically for Significant Investor Visa (SIV) applicants. The Private Bank has also established a dedicated SIV desk, specifically focused on inbound enquiries, with ...

Paragem FUA reaches $1.9bn after new mergers

LAURA MILLAN  |  FRIDAY, 24 MAY 2013
... practices and 40 authorised representatives, looking after $1.9 billion. In Sydney, Frank MacDonagh operating under FMA Wealth Management joined Paragem. The practice, based in Milsons Point, has over $60 million under advice and prior to joining Paragem ...

ME Bank launches premium treasury service

MARK STORY  |  MONDAY, 11 FEB 2013
... specialists," he said. "Client information is held off ME Bank's core banking system so they won't receive unsolicited private banking offers, something which advisers are justifiably sensitive about, particularly as the major banks look to more aggressively ...

Caitriona Fay joins Perpetual's philanthropy business

STAFF JOURNALIST  |  WEDNESDAY, 30 JAN 2013
Perpetual Private, the wealth advice arm of Perpetual Limited, has appointed Caitriona Fay as its new philanthropic services manager. Fay joins Perpetual from The Ian Potter Foundation, where she held the role of senior program manager. Fay is a member ...

NAB Private Wealth best in Aus

BEN COLLINS  |  THURSDAY, 10 JAN 2013
When it comes to private banks it seems size really does matter, after NAB Private Wealth was named the best one in Australia by publication Asian Private Banker. "In a market where wealth is mature and the private banking space is fiercely contested ...

Vague ANZ wealth strategy disappoints

MARK SMITH  |  THURSDAY, 29 NOV 2012
ANZ's Global Wealth and Private Banking division is looking to drive growth in 2013 by getting more out of its existing customers. But chief executive Joyce Philips did not provide a great deal of detail at a much publicised press briefing yesterday ...

Joyce Phillips appointed to FSC board

BEN COLLINS  |  FRIDAY, 7 SEP 2012
Joyce Phillips, CEO, global wealth & private, ANZ, has been appointed as a director of the Financial Services Council (FSC) at a board meeting on 23 August 2012. Phillip's election means the FSC's board is now at full complement with 14 directors. "Joyce ...

Offshore tax havens bank $32tr: report

BEN COLLINS  |  MONDAY, 23 JUL 2012
... International Monetary Fund, the United Nations and the world's central banks. Reuters reports the author says private wealth held offshore represents a "huge black hole in the world's economy."