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Showing 11 - 20 of 29 results for "David Lane"

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... customisation across both portfolio management and online investor reporting. Pitcher Partners wealth management director David Lane said the sophistication of Praemium's technology made the firm's decision simple. "We are excited to launch the Pitcher ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... Count Financial where he served on the leadership team, including as acting chief executive following the departure of David Lane in February 2017. He brings more than 20 years' experience in financial services across strategy, finance, distribution ...

Former Lonsec chief executive joins Perpetual

ALEX BURKE  |  FRIDAY, 24 NOV 2017
... Perpetual in the newly-created role of general manager client solutions and strategy. Perpetual Investments group executive David Lane said the new role "will enable us to have a sharp focus on meeting the changing needs of our clients, and further exploring ...

Leadership changes at UBS NZ

KARREN VERGARA  |  MONDAY, 14 AUG 2017
... been with UBS for seven years and currently heads the CCS business, a position he will retain. In the equities team, David Lane will continue his role as head of New Zealand equities and managing principal for the New Zealand Stock Exchange, with Marcus ...

Perpetual hires former Count CEO

ALEX BURKE  |  FRIDAY, 10 FEB 2017
A new group executive will take the reins at Perpetual Investments in April. Before this role, David Lane was chief executive of Count Financial - the wealth management business established by industry luminary Barry Lambert in 1980. Prior to that ...

Count launches new online tool

MARK SMITH  |  THURSDAY, 16 OCT 2014
... accountants not being able to service their clients' needs because they have simply left it too late," Count chief executive David Lane said. "We believe that this regulatory change creates an opportunity for accountants to reassess the services they ...

Count and SPAA partner to provide SMSF training

LAURA MILLAN  |  FRIDAY, 28 MAR 2014
... and advocacy will be critical over the coming years as we continue to see the sector evolve," Count chief executive David Lane said. "This partnership highlights the importance of continually lifting professional standards, as well as creating the architecture ...

Count Financial launches its Accountants' Solution

ALICE URIBE  |  THURSDAY, 20 MAR 2014
... self-managed superannuation (SMSF) advice following the removal of the accountants' licensing exemption. Count chief executive David Lane said that the product would provide an option for accountants impacted by the removal of the exemption with flexible ...

Count goes "social" in hunt for accountancy business

ALICE URIBE  |  WEDNESDAY, 17 JUL 2013
... to attract accountancy firms to work under its Australian Financial Services Licence (AFSL). Count chief executive David Lane told Financial Standard that it is using Twitter, LinkedIn and Instagram to build trust with accounting practices who may be ...

Accountants eye full AFS licence

LAURA MILLAN  |  MONDAY, 24 JUN 2013
... full Australian financial services (AFS) licence rather than a limited one, Count Financial (Count) chief executive David Lane told Financial Standard. Count has been in talks with over one hundred accountants who are considering taking the necessary ...