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Showing 151 - 160 of 186 results for "Heath"

JBWere wealth head resigns

ELISE BURGESS  |  FRIDAY, 5 AUG 2011
... year career with JBWere." Gale, who famously played a round of golf with Tiger Woods for the JBWere Masters at Kingston Heath, is something of a legend in the funds management space. JBWere is already on the lookout for his replacement. "We are currently ...

Macq expands retail sectors with new appt

ELISE BURGESS  |  MONDAY, 20 JUN 2011
... advised, direct and business banking sectors with plans to further cement its position in the wrap platforms space. Paul Heath joins the group in the head role and will be responsible for driving client relations, research outcomes and providing a new ...

JBWere new chair

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
... career in financial services having worked with a number of prestigious organisations across several continents," said Paul Heath, JBWere chief executive officer and board member. Prior to Citigroup, Joiner was also chief financial at Smith Barney in ...

MDAs to expand SMSF footprint

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
Managed discretionary accounts (MDA) operator, Investment Administration Services (IAS) has reported a surge in interest from adviser dealer groups over the last two years - particularly from those that cater for SMSFs. IAS enables advisers to manage ...

IAS pools $650m in managed accounts

ELISE BURGESS  |  MONDAY, 7 MAR 2011
Investment Administration Services (IAS) encourages both boutique and large dealer groups to embrace managed accounts as the firm's funds under administration (FUA) hits $650 million. IAS' private label discretionary portfolio services has exceeded ...

Mercer stress tests retirement

MEDIA RELEASE  |  THURSDAY, 5 AUG 2010
Mercer has launched a new retirement calculator to help members 'stress test' their superannuation. The calculator models the impact that share market volatility or a career break will have on an individual's retirement savings and income. Mercer's ...

JBWere announces board

COMPANY RELEASE  |  WEDNESDAY, 28 OCT 2009
... Stephen Fitzgerald, co-chief executive and managing director at Goldman Sachs JBWere was appointed adviser to the board; Paul Heath, managing director at JBWere was appointed executive director. While Terry Campbell, was also appointed adviser to the ...

Mercer restructures outsourcing business, Walters exits

MICHAEL HOBBS  |  MONDAY, 14 SEP 2009
Mercer is revamping its outsourcing business resulting in several new roles being created and senior executives including financial advice leader Scott Walters leaving the firm. As part of the changes, Mercer has replaced the financial advice leader ...

AustralianSuper appoints board member

COMPANY RELEASE  |  TUESDAY, 21 APR 2009
AustralianSuper has appointed former GM Holden executive director of corporate affairs, Alison Terry, to the fund's board after director, Peter Thomas, passed away. Terry worked at GM Holden for 17 years after joining the firm in 1989 and was appointed ...

Mercer adds to outsourcing team

COMPANY RELEASE  |  TUESDAY, 3 MAR 2009
Mercer continues to add more resources to the firm's $34 billion outsourcing sales business, hiring James Panaretos as outsourcing sales manager, corporate superannuation. Panaretos previously worked at Mariner Financial, Russell Investments and BT ...