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

Search Results

Showing 11 - 20 of 77 results for "Wealth Services"

Equity Trustees completes AET integration

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... significant growth for Equity Trustees." O'Brien added AET is now operating seamlessly as part of the Trustee and Wealth Services private client business and has added scale, expertise, geographic spread, and leadership in more markets. "It has increased ...

ASIC bans adviser who misled TPB

JAMIE WILLIAMSON  |  WEDNESDAY, 9 OCT 2024
... of Richmond Partners from March 2018 to May 2024. Prior, he was an executive financial planner at Professional Wealth Services and, before that, was a financial planner with Westpac for more than 12 years.

AET boosts Equity Trustees' FY24 performance

KARREN VERGARA  |  FRIDAY, 23 AUG 2024
... million. About 180 staff moved from AET to EQT as part of the transition. The integration of AET with the Trustee & Wealth Services (TWS) business was tipped to cost $22 million. This essentially replaced EQT's core client portfolio system, brought ...

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... providing continuous service and security for those documents," Equity Trustees executive general manager, trustee and wealth services Ian Westley said. "The value of this continuity of service becomes clear when you understand that many wills contain ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... "Following the acquisition, Count cemented its position as one of Australia's leading integrated accounting and wealth services providers with over 500 accountants and 550 financial advisers in our national community," Humphrey said. "The synergies we've ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... external providers specialising in philanthropy, private equity, and aged care, to bolster its existing private wealth services. In upcoming quarters, Clime forecasts a sustained shift in revenues, favouring its managed account and bespoke investment ...

Count welcomes chief financial officer

CHLOE WALKER  |  FRIDAY, 8 SEP 2023
... demand for services in all segments," Humphrey said. "As one of Australia's leading integrated accounting and wealth services providers, we continue to fulfil our promise to give clients the confidence to look ahead."

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
... growth with strong demand for services in all segments. As one of Australia's leading integrated accounting and wealth services providers, we continue to fulfil our promise to give clients the confidence to look ahead." The final dividend is to be ...

Equity Trustees to exit UK, Ireland

ANDREW MCKEAN  |  TUESDAY, 15 AUG 2023
... the combined Corporate and Superannuation Trustee Services and a private client-focused business in Trustee and Wealth Services (TWS)."

Equity Trustees combines super, trustee arms

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2023
... the combined Corporate and Superannuation Trustee Services and a private client-focused business in Trustee and Wealth Services (TWS)." He added that it also makes sense given the increased scale of the TWS business following the acquisition of Australian ...