Search Results | Showing 11 - 20 of 80 results for "Wealth Services" |
| | | ... RE market, and we have a strong pipeline of new business activity," O'Brien said. In addition, the trustee and wealth services (TWS) business also saw a steady year with revenue increasing 3.1% to $102.2 million. "TWS has successfully completed a period ... |
| | | | ... pursuing a strategy of selective M&A opportunities that align with its commitment to deliver accessible, high-quality wealth services to retail and high-net-worth investors across Australia. This acquisition expands Equity Story's wealth management division ... |
| | | | ... continue offering the service. NGS Super's Self-Managed Direct Investment Option (DIO) was provided via OneVue Wealth Services. However, OneVue has advised it is discontinuing the service. The super fund said that with only a "small number of providers ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... "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 ... |
| | | | ... 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 ... |
| | | | ... 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." |
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