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Showing 11 - 20 of 90 results for "Wilson HTM"

Wilsons rebrand follows restructure

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
Investment advice, research and financial services provider, Wilson HTM has rebranded to Wilsons, effective immediately - the name change includes a redesigned brand, website and client portal. The rebrand follows the organisational restructure of Wilsons ...

FIIG appoints former Wallaby to senior QLD role

ALEX BURKE  |  WEDNESDAY, 22 JUN 2016
... appointed former Australian rugby international as its new state manager of Queensland. Mark Connors joins FIIG from Wilson HTM, where he was a private wealth senior investment advisor. Prior to that, he was a lawyer at MurphySchmidt Solicitors and Ebsworth ...

CFSGAM appoints senior portfolio manager

ALEX BURKE  |  FRIDAY, 17 JUN 2016
... orchestrated the investment process for the AretA(C) Mid-Small Companies Fund. Prior to AretA(C), she was head of research at Wilson HTM. She was also a portfolio manager at Magellan and has held roles at Suncorp and Credit Suisse. At CFSGAM, Fernley ...

ASIC cracks down on "independent" AFSLs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... has requested that three Australian financial services licensees "remove or amend" claims about their independence. Wilson HTM, iSelect Life and Citywide Insurance Brokers and Financial Planners have complied with ASIC's request after the regulator raised ...

Dalton Nicol Reid boosts investment team

ALEX BURKE  |  MONDAY, 3 AUG 2015
... Morgan Stanley, where he was an executive director. He has also held the same position at UBS, along with other roles at Wilson HTM, Macquarie, Austar and PwC. "Scott is a welcome addition to our professional investment team which has helped create a ...

Wilson HTM shareholders approve acquisition

LAURA MILLAN  |  FRIDAY, 26 JUN 2015
Wilson HTM shareholders have voted in favour of the new ownership structure as the business appointed a Deutsche Bank director to head the capital markets division. This is the last step of a process that has seen ASX-listed Wilson HTM Investment Group ...

HUB24 sets up white label platform for Wilson HTM

STAFF WRITER  |  MONDAY, 16 MAR 2015
HUB24 has signed an agreement with Wilson HTM to implement and distribute a white label version of the HUB24 investment and superannuation platform to the firm's clients. The platform offers a wide range of investments including shares, managed funds ...

Ball rolling in Wilson HTM spin-off deal

MARK SMITH  |  MONDAY, 23 FEB 2015
Wilson HTM Securities will be sold to a combination of existing staff, Deutsche Bank and Craigs Investment Partners before the year is out. Under the proposed deal, Wilson HTM Investment Group (WIG) will transfer its shareholdings in the Securities ...

Wilson HTM reveals details of business transformation

LAURA MILLAN  |  THURSDAY, 27 NOV 2014
Wilson HTM (WIG) directors have revealed some of the details of the transformation process that the business is going through, including the establishment of a standalone securities business and significant changes to the board of directors. Chairman ...

Wilson HTM to split funds management, stockbroking arms

LAURA MILLAN  |  TUESDAY, 28 OCT 2014
Wilson HTM has confirmed that it is looking to create a standalone securities business, following the departure of senior investment adviser Michael Tynan last September. The company "is progressing well towards the creation of a standalone securities ...