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Showing 11 - 13 of 13 results for "Wilsons Advisory"

Former UBS multi-asset expert joins boutique

KARREN VERGARA  |  FRIDAY, 2 NOV 2018
... 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 team ...

Advice and stock broking firm fined $35k

HARRISON WORLEY  |  WEDNESDAY, 13 JUN 2018
... 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 after share ...

Pinnacle flags partnerships and LICs in growth plan

ALEX BURKE  |  THURSDAY, 9 NOV 2017
Pinnacle outlined its medium-term growth plan at a Wilsons Advisory conference today, flagging partnerships with new boutiques and launching new listed vehicles. Pinnacle chair Alan Watson and managing director Ian Macoun explained the business has ...
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