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Showing 351 - 360 of 1010 results for "Private wealth"

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Goldman Sachs has made two key appointments to lead its planned private wealth offering in Australia. The firm is building a local private wealth team to serve family offices and ultra-high net worth individuals. Chris Kavanagh and Aaron Shirley have ...

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... Dillon. Steven Parry joined Shadforth Financial Group on August 2. He was most recently general manager at Integro Private Wealth. Prior to this he worked at BT Financial Group and Perpetual in distribution roles. Shadforth's Queensland staff includes ...

Milford adds to team

KANIKA SOOD  |  FRIDAY, 30 JUL 2021
... Victoria, South Australia and Tasmania. He spent the last 12 years at Macquarie Bank across its wealth management, private wealth and advice businesses. Prior to this, he worked at BT Financial Group in lending. The second hire is Hayley Cochrane who ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
... associate at Thornton Group and worked on the trading floor at Deutsche Bank in the UK. Sartor joins from Elston Private Wealth where she was manager, NFP and philanthropic services and provided tailored philanthropic advice and NFP investment governance ...

Channel Capital appoints distribution director

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
... adviser relationships in New South Wales. He has also worked an associate director at FIIG Securities and as a private wealth adviser at Wilsons Stockbroking & Advisory. "Sam's appointment is a continuation of our commitment to invest in long term ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... close to 40 years ago. He played a key role in growing the business' service offering, which now encompasses private wealth, family office, superannuation, wealth management, aged care advice, and tax and business advisory. "Murray's ability ...

New head of ESG at boutique

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
... as head of customer governance and sustainability. Prior to this, she held strategy and operations roles in BT's private wealth, superannuation, investments, platforms and advice divisions. Pringle has also served as co-chair of the Australian Sustainable ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... worked as a specialist investment resource for the managed account solutions and SMA clients. Evidentia works with private wealth businesses to design, build, implement, and manage tailored investment portfolios. Schoenmaker will work on the design and ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... the business in Brisbane and the Gold Coast before assuming a full-time role as an adviser. Ord Minnett head of private wealth George Deva said: "David will bring to Ord Minnett, a depth of wealth management and advice experience, which will serve to ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... and Shane Fisher joined the firm, while Chris Mackenzie and Jason Poppi moved over in 2020. They joined from the private wealth divisions of major banks like ANZ and Westpac, as well as Perpetual. Crestone chief executive Michael Chisholm said that over ...