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Showing 2811 - 2820 of 9279 results for "wealth"

QMV hires technology lead

ELIZA BAVIN  |  MONDAY, 14 DEC 2020
Wealth management consulting and technology firm QMV has made an appointment to the new role of general manager, technology. Jonathan Clamp will step into the newly created role of general manager, technology. Based in Melbourne, Clamp will report to ...

360 Capital raises bid for Evans Dixon

KANIKA SOOD  |  FRIDAY, 11 DEC 2020
... considering whether to proceed on the takeover on its own to tie up with other interested parties including stockbrokers, wealth managers and other fund managers. Evans Dixon has had a rough year. The firm posted a statutory loss of $30.5 million for ...

New AMP Australia chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 11 DEC 2020
... Wade's sudden departure, today. Vernon will return to his previous role as chief executive of AMP's New Zealand wealth management business. Hartley was chief executive of Sunsuper from 2014 to 2019. Prior to that, he led the corporate and institutional ...

Wealth firm adds university investment chief

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
... management team in 2016. Before this, he spent eight years as the head of investment at Myer Family Company. "Miles brings a wealth of investment experience to Walker Lane and his appointment completes a core component of the Walker Lane Value Proposition," ...

Investec to close Aussie business

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
The South African wealth manager and banking group is exiting the Australian market after 20 years. The company said the move is not a reflection of performance of the Australian business or employees, but a "strategic exit" to focus on its core markets ...

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... owner, partner-driver growth opportunities. It has undertaken six acquisitions in FY21 to date including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and confirmed its "strong pipeline" of firms to acquire.

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
... following the completion of its merger with Aware Super. Context Capital will provide investment advice to advice businesses, wealth firms and family offices, and already has $1 billion in assets across four clients. Former WA Super chief investment ...

NAB wins custody mandate

KANIKA SOOD  |  MONDAY, 7 DEC 2020
NAB Asset Servicing has been appointed the custodian for a banking group. Suncorp Group's insurance, wealth and funds management businesses will use NAB Asset Servicing as custodian in Australia and New Zealand. The contract includes nine Suncorp entities ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... ultra-high net worth clients. He also spent 13 years at Goldman Sachs including four years as managing director of private wealth management in Germany. In his new role, Haase will be responsible for delivering client experience to high net worth individuals ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
... Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was also heading up the firm's private wealth business. ...