Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 196 results for "Bell Potter"

CareSuper adds three to investments team

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... worked across some of the biggest names in the local wealth management scene, including Cbus, IOOF, Morgan Stanley, Bell Potter and Merrill Lynch. She also currently sits on the Certification Assessment Panel for the Responsible Investment Association ...

Bell Financial reports 44% slump in profit

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... was down 23.5% year-on-year, dropping to $69.4 million. It made an after-tax loss of $2.8 million. Broking, under Bell Potter Securities, which comprises a large chunk of the business' revenue, was "adversely impacted by volatility across global markets ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... in this area as firms seek to streamline operations while delivering an exceptional experience to their clients." Bell Potter co-chief executive Selvarajah said the wealth manager's focus remains on delivering high-value, client-centric wealth advice. ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... roles spanning portfolio management, research and analysis. He has also worked at AMP Capital, Three Pillars, DVA, Bell Potter and Macquarie. Meanwhile, Rebecca Hiscock-Croft has been appointed investment director in Magellan's infrastructure team ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... build on the work done by previous team members." As for Minack, before his six years at Betashares, he worked at Bell Potter Securities.

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... that, Mann was a private wealth manager at Morgans Financial, having earlier worked as a private client advisor at Bell Potter Securities, with previous roles also at Macquarie and CommSec. Mann will collaborate closely with families on defining their ...

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... in September. He is the former head of distribution and marketing at Bell Direct and its brands Desktop Broker and Bell Potter Online, which he was appointed to in mid-2019. Sparks was previously national manager of broking and wealth management at Vanguard ...

Bell Financial half-year profit soars 50%, revenue up

ANDREW MCKEAN  |  FRIDAY, 16 AUG 2024
... exploration and deployment of AI initiatives. Meanwhile, it highlighted cost efficiencies from the completed migration of Bell Potter Securities clients to a third-party platform's clearing system, resulting in over $2 million in annual savings. Funds ...

Markets melt down over 'premature' recession fears

ELIZA BAVIN  |  TUESDAY, 6 AUG 2024
... sparked recession fears with investors also concerned the Federal Reserve is behind in cutting interest rates. However, Bell Potter research assistant Andrew Ho said the market reaction may be an overreaction. "A renewed bout of volatility hit global ...

Challenger executive joins Bell FG

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... up at Challenger this month, Kate Ingwersen is now responsible for Bell FG's product innovation across subsidiaries Bell Potter Securities, Bell Potter Capital, and Third Party Platform. Ingwersen will also drive the group's products and services strategy ...