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

Search Results

Showing 11 - 20 of 23 results for "Partners Wealth"

Partners Wealth Group launches Partners Private

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
Financial advice firm Partners Wealth Group has launched a new venture for sophisticated and wholesale investors. Partners Private will provide access to investments for individuals, who meet the definition of a sophisticated or wholesale investor ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... Leske - had raised $1.2 million from funders including Magellan, Zip Co chief executive Larry Diamond and Pitcher Partners wealth adviser Charlie Viola. Victoria Devine's popular She's on the Money also recently partnered with roboadviser Six Park for ...

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... Trust and AIA Australia chief investment officer Graeme Bibby has joined a wealth management firm. Bibby is now Partners Wealth Group's chief investment officer. He has 25 years of experience, including in consulting at Russell and Mercer. He was the ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
The ASX-listed advice and accounting group has announced its member firm Kidmans Partners Wealth is acquiring the financial advice services of another member firm. Kidmans will pay $290,000 to Colgin Financial Services with $150,000 paid on completion ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... has hit the ground running, securing the exclusive launch of Milliman's first range of managed accounts. Former Partners Wealth Group general manager Brett Mennie has joined HUB24 as the platform's head of managed portfolios, after a short stint at the ...

Advice group adds general manager

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
... manager at J.P. Morgan Asset Management has taken on a leadership role at a diversified wealth management business. Partners Wealth Group is welcoming Brett Mennie to the role of general manager, wealth. He will be responsible for leading the strategy ...

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... allows significant levels of 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 ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial planner and partner at Townsend Cobain, will be the day's MC. To view the full agenda, click ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed ...

Spike in SMSF borrowing breaches

MARK SMITH  |  FRIDAY, 23 JAN 2015
... There has been a spike in the number of self-managed super fund (SMSF) breaches related to borrowing, research by Partners Wealth Group shows. The number of SMSFs requiring a contravention report to be lodged with the ATO has fallen over the past year ...