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Showing 361 - 370 of 1010 results for "Private Wealth"

Perks looks within for directors

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... great value to the firm, and our clients, in his new associate director role," Roderick said. In April, Perks' private wealth division appointed Ellerston Capital's chief investment officer Christo Hall as the chair of its investment committe ...

Wilsons adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
... advisory firm appointed the former chief executive of Commonwealth Bank alongside Craigs Investment Partners head of private wealth and market to its board. Ralph Norris and Jeremy Williamson have been appointed as non-executive directors. Norris was ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
Fitzpatricks Private Wealth has appointed a Victorian regional manager to expand its presence in the state. Daniel Proietto will step into the position, after most recently working as an independent business consultant, advising investment managers ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... WTL operates Wealth Today, which provides dealer group services and Spring Financial Group, which operates SFG Private Wealth, Spring FG Funds Management and Spring Realty. He is joined by Sentry shareholder and director Michael Harrison as a non-executive ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ...

Westpac senior leader departs

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... officer, consumer and business banking. Earlier in her career at Westpac, Watts was general manager for advice and private wealth at BT Financial Group. She led BT Private Wealth, including Westpac Private Bank, for eight years from 2010 to 2018. Prior ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... Count model. CountPlus completed six tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and is rapidly expanding its network.

Grant Thornton sells private wealth division

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
Grant Thornton Australia has sold its private wealth business to its senior team members. The small private wealth team consists of Jon Black, Joanne Kenderes and Laura Perresini. They are the majority owners of Oreana Private, aligned with dealer group ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Rowe said. CountPlus completed six tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital. In addition, four IOOF financial advice firms joined Count ...

Perks names investment chair

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
Perks Private Wealth has appointed Ellerston Capital's chief investment officer as the chair of its investment committee. Christo Hall has been at Ellerston for over two years and was previously managing director - senior portfolio manager in the Asian ...