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Showing 231 - 240 of 356 results for "Wealth Management business"

HLB growth leads to senior appointments

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
HLB Mann Judd has appointed three new directors and two partners following the growth of its wealth management business and advisory services. Andrew Lord will be the group's wealth management director. Lord has 20 years' experience in financial services ...

Wilson HTM defies loss expectations

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
... and end up at 4 or 5 dollars, that is significant," Coppin said. Wilson HTM is also reinforcing its wealth management business and has now more than 80 advisers, which focus on serving high net worth clients. Coppin refused to comment on the investigation ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
... practices. Mutual Trust, one of Australia's leading Family Offices, has adopted WealthCraft across its wealth management business after participating in the beta trial. "WealthCraft is a very promising addition to Praemium's existing suite of software. ...

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
... Financial Partners, the advisory firm behind Asia's first LGBT (Lesbian, Gay, Bisexual and Transgender) wealth management business, is actively recruiting Australian financial planners to the specialist division. Financial Partners has joined forces ...

EQT appoints interim CIO

LAURA MILLAN  |  WEDNESDAY, 24 APR 2013
... Group, Westpac and NSW Treasury. The appointment follows EQT strategy of reinforcing the health of its wealth management business. "Adding a CIO with broad funds management experience enhances our capability in an important area," EQT managing director ...

BNP Paribas targets UHNW clients in Asia

MARK SMITH  |  WEDNESDAY, 20 FEB 2013
BNP Paribas is targeting ultra high net worth with its new plans to expand its wealth management business in Asia. Chief executive Jean-Laurent BonnafA(C), said the French bank was ready to "actively pursue business development in 2013" after adapting ...

Retail Super Funds tank in satisfaction-stakes

MARK STORY  |  FRIDAY, 21 DEC 2012
... point improvement for Self Managed Super Funds. With all major banks indicating plans to grow their wealth management business, Norman Morris, Industry Communications Director at Roy Morgan Research expects client satisfaction levels - all well below ...

Litigation risk to force advisers into multi-asset options: Russell

MARK SMITH  |  FRIDAY, 9 NOV 2012
... investors in to potentially unproven products. Ian Bailey, chief executive officer at Super Funds, a wealth management business specialising in self-managed super funds, says that in his experience, investors are looking for more control over their investment ...

Macquarie in bid for Robeco: Report

MARK STORY  |  THURSDAY, 18 OCT 2012
... US firm Delaware Investments in 2009 for $US428 million. In 2009, Macquarie also acquired Canadian wealth management business Blackmont Capital and US boutique investment bank Fox-Pitt Kelton Cochran Caronia Waller. Initially sceptical over Rabobank's ...

We'll hunt down commission 'work around': FSA

ALEX DUNNIN  |  FRIDAY, 12 OCT 2012
... much shorter implementation period. The extent of the reforms is being seen as a major challenge to wealth management business models unable to adapt to a fee for service culture. The regulator, the Financial Services Authority (FSA), said it is aware ...