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Showing 181 - 190 of 356 results for "Wealth Management business"

Perpetual hires former Count CEO

ALEX BURKE  |  FRIDAY, 10 FEB 2017
... Perpetual Investments in April. Before this role, David Lane was chief executive of Count Financial - the wealth management business established by industry luminary Barry Lambert in 1980. Prior to that, he was general manager of strategic development ...

PIMCO reveals new Asia-Pacific head

ALEX BURKE  |  TUESDAY, 24 JAN 2017
... around the world." Mogelof, the previous head of Asia-Pacific, has moved to a role in PIMCO's US global wealth management business and will relocate to New York this year. Roman said both Stafford and Mogelof are "proven leaders who will serve our clients ...

HUB24 acquires specialist fintech

ALEX BURKE  |  TUESDAY, 29 NOV 2016
... have the capabilities to develop and offer an end-to-end suite of solutions across a broader set of wealth management business models. We look forward to investing in a combined HUB24 and Agility offering." "However, our immediate priority is to ensure ...

AMP Capital senior manager joins CFS

DARREN SNYDER  |  MONDAY, 28 NOV 2016
A senior manager among AMP Capital's multi-asset group will leave for a new role at Colonial First State in December. AMP Capital senior manager, platforms, tailored investment solutions Jodie Tapscott will leave the firm after more than four years. ...

HSBC expands private wealth business

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
HSBC Australia head of private banking Hayden Matthews will lead a new Sydney office dedicated to the global bank's growing high net worth and family office client base. The private banking expansion comes with HSBC's anticipation that Australia's high ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... business advisory services will be complemented by an expanded wealth management offering." The new wealth management business will offer a full range of wealth management service, including investment, superannuation, SMSFs, risk management, retirement ...

ANZ mulls selling wealth business

ALEX BURKE  |  THURSDAY, 3 NOV 2016
ANZ says the sale of its wealth management business is a possible scenario that has been thought about "for some time." In releasing the bank's full-year results today, ANZ chief executive Shayne Elliott told a media briefing its wealth business is ...

Hong Kong fintech makes senior Australia hire

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
Hong Kong-based digital wealth management company Quantifeed has hired a senior executive for strategic partnerships, with a view to expanding in Australia. Graeme Brant joins Quantifeed from Link Capital Investments, where was a principal of the firm. ...

ANZ blames tech and training for bank mishaps

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... testing of systems when making the transition of superannuation funds. "There are issues within the wealth management business-you are correct-in terms of superannuation...It is 1400 customers, it is still important. We have put all those customers back ...

Well-known advice firms merge

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
Two of Australia's eminent financial advice businesses are expected to merge by the end of November. Evans & Partners and Dixon Advisory have entered an agreement to form new entity Evans Dixon. The merger will see the existing businesses retain their ...