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Showing 351 - 360 of 439 results for "Financial advisor"

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
US-based specialist financial advisory firm Lowenhaupt Global Advisors has set up shop in Sydney. Lowenhaupt Global Advisors, a firm that calls wealthy families its niche audience, has opened a Sydney office - the latest addition to the firm's existing ...

Planners ignore property for profit

RUTH LIEW  |  TUESDAY, 2 DEC 2008
Some planners have been ignoring investment property to focus primarily on the equity markets in a bid to fatten their bottom lines, claims Bannister Mansfield. Gavin Murphy, director of the Sydney-based financial planning firm, said many financial ...

Masu settles Westpoint case

MICHAEL HOBBS  |  FRIDAY, 28 NOV 2008
Masu Financial Management has settled a class action brought by the Australian Securities and Investment Commission (ASIC) for 85 investors sold Westpoint Group financial products. The Federal Court of Australia settled the two remaining complaints ...

Good news at last for AIG

MICHAEL HOBBS  |  THURSDAY, 13 NOV 2008
At last some good news for AIG Life Australia with the company announcing a major upgrade of their insurance suite while also coming runner-up in the CoreData Life Company of the Year awards. The firm's Priority Protection insurance suite is receiving ...

PIS creates NZ advice giant

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
Professional Investment Services New Zealand (PIS NZ) and Newpark Financial Services are expected to merge and create New Zealand's largest financial advisory group with more than 250 advisers and 130 accounting firms. Robbie Bennetts, PIS chief executive ...

Aviva expands Southern teams

COMPANY RELEASE  |  WEDNESDAY, 3 SEP 2008
... experience, and previously worked at Macquarie and MLC in key distribution roles supporting the independent financial advisor market. More recently, Parker was head of sales at Virgin Money. Also, Melanie Alpar has been appointed as senior sales manager ...

ASIC restructures staff line-up

RUTH LIEW  |  MONDAY, 25 AUG 2008
The Australian Securities and Investments Commission (ASIC) is investing significant man power in its financial economy and investigation and prosecution departments as the regulator undergoes a radical restructure of its staff line up. ASIC's strategic ...

Carlyle Asia LFG recruits ANZ exec

MICHELLE BALTAZAR  |  THURSDAY, 10 JUL 2008
... Before that, he worked with ANZ's Project & Structured Finance offices in Melbourne and London where he was a financial advisor and arranger/underwriter to the Project Finance markets in Australia, Europe and the Middle East. "David's addition underscores ...

Perpetual hires former Citi head of investments

CAMERON BOGGS  |  WEDNESDAY, 2 JUL 2008
Perpetual Investments has appointed Andrew de Vries to the newly created position of general manager for Perpetual DIY Super. Returning to Perpetual after three years, de Vries was head of investments at Citibank Australia. Prior to that, he was the ...

Credit Suisse AM and AWM sign $340m trustee deal

Credit Suisse Asset Management (Australia) is set to transfer the trusteeship of its three Pooled Super Trusts (PSTs) and non-super Private Investment Funds, worth a combined $340 million in assets, to Australian Wealth Management (AWM). Under the deal ...