The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 11 - 20 of 25 results for "Commonwealth Private"

Former CBA Private advisers join Wilsons

HARRISON WORLEY | WEDNESDAY, 14 NOV 2018

... providing financial advice to high-net-wealth individuals. In a media release, Wilsons said the two former Commonwealth Private advisers specialise in private wealth and portfolio management both in Australian and overseas markets. The hires are Wilsons' ...

RECAP: Advice in the Royal Commission spotlight (Day 4 and 5)

KANIKA SOOD | FRIDAY, 20 APR 2018

... charged fees by Count Financial in three cases identified by the bank in 2015, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged. Meanwhile Federal Treasurer Scott Morrison, while door stopping in Sydney said he had great ...

ROYAL COMMISSION: Top stories

JAMIE WILLIAMSON | FRIDAY, 20 APR 2018

... ongoing service fees to clients it knew had passed away. Providing testimony, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged that on at least three separate occasions authorised representatives of Count were identified ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON | THURSDAY, 19 APR 2018

... it knew had passed away. Providing testimony to the Royal Commission today, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged that on at least three separate occasions authorised representatives of Count Financial were ...

Challenger chief becomes FSC deputy chair

ALEX BURKE | THURSDAY, 22 MAR 2018

... roles at J.P. Morgan, Macquarie and Bankers Trust. The FSC also appointed CBA executive general manager, Commonwealth Private, Marianne Perkovic as a director, replacing CBA wealth management group executive Annabel Spring. Perkovic was previously executive ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON | TUESDAY, 28 NOV 2017

... partnerships with a number of industry organisations including AMP, PwC, Macquarie, MLC, Colonial First State, NAB, Commonwealth Private and, most recently, the Financial Planning Association of Australia. "We're very focused on the fact that we want ...

Rethinking risk through goals-based investing

ALEX BURKE | TUESDAY, 13 SEP 2016

... between a prospective client and a financial planner. Perkovic, who will soon become executive general manager, Commonwealth Private, says that meeting "is nothing like a normal conversation with a human being. It's abstract, we wouldn't talk that way ...

CBA's wealth head moves to new EGM role

ALEX BURKE | WEDNESDAY, 6 JUL 2016

CBA has appointed a new executive general manager, Commonwealth Private. Marianne Perkovic was previously executive general manager advice, overseeing CBA's aligned advice businesses. She joined CBA in 2010 as general manager distribution for Colonial ...

CBA to close institutional equities business

MARK SMITH | TUESDAY, 8 DEC 2015

... have not been able to provide access to global equity markets." The new alliance will enable CommSec and Commonwealth Private Bank customers to access Goldman Sachs' pipeline of equity offerings, including IPOs and will also see ongoing collaboration ...

Credit Suisse named best UHNW bank in Australia

MARK SMITH | THURSDAY, 26 JUN 2014

... Bank took the gong for outstanding institution for its service for $10 million to $50 million clients while Commonwealth Private took the award for the $1 million to $10 million range. The awards winners are: Outstanding Institution Ultra HNW $50M+ Award ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Follow the leaders

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

Strength amid noise

Maintaining a fundamental focus in a world obsessed with the short term

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE