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Showing 11 - 18 of 18 results for "Macquarie Wealth"

Profitable firms leverage from within: Macquarie

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
... differentiate themselves by their focus on improving the technologies they use and retaining quality staff," Macquarie Wealth Management division director, David Clatworthy said. "Nearly 80% of high performing businesses say adding value to their existing ...

OwnersAdvisory awarded fintech prize

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
... request custom advice to confirm or rebalance a portfolio on demand for an additional fee per statement of advice. Macquarie Wealth Management chief investment officer and founder of OwnersAdvisory, John O'Connell said he is delighted with the recognition ...

Macquarie launches robo-advice service

ALEX BURKE  |  THURSDAY, 18 FEB 2016
... want to encourage unadvised Australians to become more engaged in managing their finances and investments," said Macquarie Wealth management chief investment officer John O'Connell. "Technology is offering investors new opportunities to manage their ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... the ASX which includes equities, LICs and ETFs," said ASX head of customer and business development Ian Irvine. Macquarie Wealth Management head of wealth product Cameron Garrett added, "Investors and financial advisers will now have the ability to transact ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
... SMAs to access a wide selection of assets, while taking the complexity out of managing an investment portfolio," Macquarie Wealth Management head of wealth product Cameron Garrett said. "Since launching SMAs on Macquarie Wrap, we've added a broader range ...

Watts named GM of Westpac

ELISE BURGESS  |  MONDAY, 1 NOV 2010
... Private Wealth, Jane Watts, has been appointed general manager of Westpac Private Bank. Watts held roles within Macquarie Wealth Management for eight years, with earlier executive positions at Lend Lease/MLC and Westpac. Watts' previous experience includes ...

Macquarie launches new dealer group

Lachlan Wealth Management has opened its doors for business as Macquarie Wealth Management's new dealer group. Financial planning organisation PMG Group, with over $350 million in funds under advice, partnered with Macquarie to be a co-founder of the ...

Macquarie finds new partner for financial services franchise

AAP  |  MONDAY, 9 MAY 2005
... pair have formed a partnership under Macquarie's new affiliate dealer group, Lachlan Wealth Management, which Macquarie Wealth Management head Jane Watts said was developed by the bank over the past year. "We wanted to get the model and structure absolutely ...
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