The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 151 - 160 of 498 results for "Private bank"

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD | WEDNESDAY, 4 MAR 2020

... the acquisition of one such firm from Godfrey Penbroke. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins, and specialises in advising high net worth clients and families.

Challenger boutique winds up

KANIKA SOOD | TUESDAY, 11 FEB 2020

An alternatives boutique that Challenger's multi-boutique business Fidante partnered with in February last year has wound up. London-based FME Asset Management (Financial Markets Engineering) ran a derivatives-based strategy taking positions in ...

Revolution Asset Management launches second fund

KANIKA SOOD | THURSDAY, 16 JAN 2020

Bob Sahota's private debt boutique has raised $100 million for its second fund with a Sydney superannuation fund onboard again as an investor. The Revolution Private Debt Fund II follows the boutique's inaugural fund which raised $200 million ...

Crestone bolsters team

ELIZABETH MCARTHUR | TUESDAY, 14 JAN 2020

Crestone Wealth Management has made eight new appointments, bringing its team to 80. The firm said the hires reaffirm its commitment to high-quality professional advice in the high net worth and ultra-high net worth client segments. Paul Shalhoub, Duane ...

Credit Suisse backs sustainability amid Federer furore

ALLY SELBY | MONDAY, 13 JAN 2020

... aiming to improve social and environmental issues and develop a sustainable global financial system. Credit Suisse Private Bank Australia's chief investment officer Andrew McAuley said sustainable investing, or socially responsible investing, will ...

Ord Minnett chief resigns

ALLY SELBY | MONDAY, 16 DEC 2019

... Gunning worked as the general manager of advice at Asgard Wealth Solutions and also held senior positions at Deutsche Private Bank. Gunning is a board member of the Stockbroking Association of Australia and a senior fellow of the Financial Services Institute ...

Pendal family office lead moves to boutique

KANIKA SOOD | FRIDAY, 13 DEC 2019

... join Regal as its global head of distribution and marketing. Saunders was at Pendal for seven months as the head of private bank, broker and family office distribution. Prior to this, he was equities boutique Ophir Asset Management's head of sales ...

ANZ Private hands out $3.5b mandate

JAMIE WILLIAMSON | WEDNESDAY, 11 DEC 2019

ANZ Private has awarded a $3.5 billion mandate for multi-asset tactical asset allocation advisory. DWS was the recipient of the mandate, providing advisory services for tactical asset allocation on multi-asset model portfolios. As a result of the mandate ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD | WEDNESDAY, 4 DEC 2019

... executive Jonathan Hoyle saying there's more to come. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins, and specialises in advising high net worth clients and families. The firm has been an authorised ...

Dealer group lead to depart

JAMIE WILLIAMSON | FRIDAY, 22 NOV 2019

... a number of key positive changes in the business." Beaven has led EFP since January 2016, having joined from ANZ Private Bank where he was manager of advice solutions. Over the almost 13 years he has been in Australia, Beaven has also held roles with ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

Maintaining a fundamental focus in a world obsessed with the short term

The market has changed. The opportunity hasn't.

A guaranteed future

Strength amid noise

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Follow the leaders

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE