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Showing 2381 - 2390 of 9279 results for "wealth"

CFA ESG certificate launches in Australia

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
... roles. "It is suitable for anyone working in front or back offices and adjacent roles - including sales and distribution, wealth management, product development, financial advice, consulting, risk - as well as anyone looking to improve their understanding ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... opened its doors to retail clients, launching four investment options for entry level investors who want to build their wealth. Hamilton Wealth Partners has launched HWP invest, available to investors with a minimum of $10,000. The four options of balanced ...

Magellan director steps down

ANNABELLE DICKSON  |  FRIDAY, 1 OCT 2021
... from Paul's invaluable contribution. We wish Paul all the best in the future." Lewis is currently chair of NAB Private Wealth, IPScape and GWS Giants Foundation. He is deputy national chair of the Australian British Chamber of Commerce and a non-executive ...

Multi-family office adds lead regional role

JAMIE WILLIAMSON  |  THURSDAY, 30 SEP 2021
... has welcomed Peter Golovsky to the role, joining from IQ-EQ in Hong Kong where he was managing director, head of private wealth for Asia. Golovsky brings 25 years' experience in investments, a large portion of which has been spent specialising in family ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... as a finalist in the AFA's Female Excellence in Advice Award twice. AFA Inspire national chair and Integro Private Wealth's Dawn Thomas was the Western Australian winner for building trust with a client who had previously received poor advice. Sunsuper ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... services sector knowledge. Colley was previously head of personal banking at Macquarie Group, chief operating officer of wealth management at St. George Bank, head of BT Wrap at BT Financial Group and head of retirement product operations at Bankers ...

Charter Hall Direct bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
... previously a key account manager at Franklin Templeton and was national manager-strategy investments at Australian Unity Wealth. Mark Weingarth has taken on the role of state distribution manager for New South Wales from Macquarie Group where he was ...

Advice group appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... currently the group's general manager and has been with Profile since March 2018. She has over 22 years' experience in wealth management. Profile managing director Phillip Win said he and the board are confident Ridley will continue to drive the firm's ...

Actuary of the Year named

ANNABELLE DICKSON  |  TUESDAY, 28 SEP 2021
... 'this is where we are, and this is where we are going' so we can see how different generations are faring. It shows whether wealth and wellbeing are getting better, or not, over time. And it highlights issues such as home ownership as pressing intergenerational ...

Hyperion Asset Management builds out team

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... to Hyperion's senior management. Meanwhile, Alexandra Clarke was appointed as general executive, joining from ClearView Wealth where she was a senior investment and macro research analyst and contributed to asset allocation and multi-asset portfolios. ...