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Showing 11 - 20 of 25 results for "Wilsons"

How to make sense of reporting season

ALLY SELBY  |  TUESDAY, 18 AUG 2020
... reporting season, an advice and stockbroking group has identified three key trends that have so far emerged from the results. Wilsons Advisory noted that many of the companies that have reported thus far have demonstrated significant guidance restraint ...

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
... continuity of service," Clifford said. Other firms potentially vying for the business were Ord Minnett, Shaw and Partners and Wilsons, with Ord Minnett originally tipped to win the bid. CBA confirmed back in June this year that it was considering the ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... years. Prior to her time at Vanguard, Hamieh was head of distribution at Centuria Capital and a distribution manager at Wilsons Advisory Stockbroking. Her appointment rounds out a number of recent executive appointments for Xplore - Michael Wright, former ...

VGI Partners readies $1bn Asian fund

KANIKA SOOD  |  MONDAY, 5 AUG 2019
... appointing joint lead managers: Crestone Wealth Management, Commonwealth Securities, Ord Minnett, Taylor Collison and Wilsons as the joint lead managers for the offer. VGI is targeting a maximum of $1 billion for the LIC and says it won't be establishing ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
Wilsons Advisory appointed two former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. ...

Former UBS multi-asset expert joins boutique

KARREN VERGARA  |  FRIDAY, 2 NOV 2018
... has joined a financial advisory firm based in Sydney. Fixed income and multi-asset specialist Tracey McNaughton joined Wilsons Advisory this month as head of global macro strategy. For the last five years, McNaughton helped manage UBS' multi-asset ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... them on to the investors. For Firetrail's offer CommSec is acting as the lead arranger and joint lead manager while Wilsons, Ord Minnett, Taylor Collison and Morgans are acting as joint lead managers. Crestone, Bell Porter, Patersons and FinEx Wealth ...

Pinnacle splashes $50m on acquisitions

KANIKA SOOD  |  TUESDAY, 24 JUL 2018
... first 12 months and it will fund the acquisitions through a $60 million institutional placement. Macquarie Capital and Wilsons are acting as joint lead managers and bookrunners while Ord Minnett is acting as a co-lead manager. PNI is also running a share ...

Advice and stock broking firm fined $35k

HARRISON WORLEY  |  WEDNESDAY, 13 JUN 2018
... comply with an infringement notice served by the markets disciplinary panel. The markets and disciplinary panel believed Wilsons Advisory and Stockbroking contravened regulatory data rules by failing to provide unique references to the market operator ...

L1 Capital prepares for LIC IPO

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... listed investment company. NAB will lead the IPO, while Crestone, Morgans, Morgan Stanley, Ord Minnett, Taylor Collison and Wilsons will serve as co-lead managers alongside the bank. Further, Macquarie, Bell Potter, First NZ, Hunter Capital, Patersons ...