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Showing 291 - 300 of 407 results for "Advisory Firm"

Legg Mason adds SIV funds

MARK SMITH  |  WEDNESDAY, 24 JUL 2013
... Australian cash, listed property, equity income and real income. It said they are already being used by a global advisory firm, with a second group in discussions. The SIV was introduced by the government in November to attract high net worth investors ...

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
Hong Kong-based Financial Partners, the advisory firm behind Asia's first LGBT (Lesbian, Gay, Bisexual and Transgender) wealth management business, is actively recruiting Australian financial planners to the specialist division. Financial Partners has ...

More Asian HNWs enlisting private banks

MARK SMITH  |  WEDNESDAY, 12 JUN 2013
... increasingly enlisting the services of private banks to manage their wealth, according to Australian banking research and advisory firm East & Partners. In May 2013, East & Partners interviewed 949 C-suite executives across ten Asian jurisdictions in ...

AMP SMSF appoints Burgess as new policy head

MARK SMITH  |  WEDNESDAY, 3 APR 2013
... the University of Adelaide. Prior to his role at SPAA, Burgess was general manager of superannuation services at advisory firm Kingston Capital Limited and head of technical superannuation services at Australian Executor Trustees (formerly TOWER Trust ...

WHK appoints SMSF head

MARK SMITH  |  THURSDAY, 21 FEB 2013
Accounting and advisory firm WHK Group has appointed Susie Salmon as head of self managed super funds (SMSF). The appointment of a specialist senior SMSF professional by a major accountancy group highlights the additional resources financial services ...

Clive Levinthal moves from Clearview to Experien

MARK SMITH  |  WEDNESDAY, 20 FEB 2013
... to that he worked for CommInsure for 11 years, reaching the position of general manager. Experien is an insurance advisory firm specialising in the medical, dental and accountancy professions. It is part of the Clearview dealer group. Clearview managing ...

PhillipCapital boosts local presence

MARK STORY  |  FRIDAY, 18 JAN 2013
... financial house, PhillipCapital launched in Australia this week following the rebranding of Australian broking and advisory firm Octa Phillip. The move is expected to boost PhillipCapital's scale in Australia across wealth management, institutional and ...

Tax consultant cops two years jail for insider trading

MARK STORY  |  THURSDAY, 13 DEC 2012
Former PwC tax consultant, Nicholas Glynatsis was convicted on nine charges of insider trading by the NSW Supreme Court yesterday. In December 2011 Nicholas Glynatsis, of Russell Lea, Sydney, pleaded guilty to the charges of insider trading between ...

Professional Associations Super names new chairman

MARK SMITH  |  TUESDAY, 27 NOV 2012
... that managing director of the Centre for Investor Education. Presently he is managing director of the strategic advisory firm, Gullone Group where he has advised executives and boards across the financial services, professional services and health services ...

AMP merges fin planning businesses

BEN COLLINS  |  WEDNESDAY, 21 NOV 2012
AMP financial planning business ipac announced yesterday that it would integrate boutique financial advisory firm Tynan Mackenzie under the ipac brand. Tynan Mackenzie is also part of the AMP group. The integration will see Tynan Mackenzie transition ...