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Showing 371 - 380 of 1009 results for "Private Wealth"

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... Services is the fourth firm to join Count Financial from Godfrey Pembroke, following the prior appointments of Ascent Private Wealth, Venture Financial Advisers and Plan Protect. They are a Canberra-based firm led by Darren Stevens, who has over 20 years' ...

EG to expand Asia REIT down under

ANNABELLE DICKSON  |  WEDNESDAY, 31 MAR 2021
... acquisitions for $200 million over the last 12 months and launched a $400 million Singapore GIC mandate as well as a private wealth division. EG currently has about $3.2 billion in funds under management on behalf of superannuation funds and private ...

Westpac merges consumer, business divisions

ELIZA BAVIN  |  WEDNESDAY, 17 MAR 2021
... Financial Group will cease as a standalone division. Its insurance divisions moved into business and consumer; private wealth, platforms and investments and superannuation moved into an expanded business arm. Westpac chief executive Peter King said the ...

Former Wallaby departs Westpac for NAB

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
After six months as head of private wealth, north at Westpac, Phil Waugh has taken on an executive role at NAB. Waugh has been appointed as executive, broker distribution at NAB and will report to executive, home ownership Andy Kerr. Waugh spent four ...

Channel Capital hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... director, hiring from AMP Capital. Phelim O'Neill was previously a state account manager at AMP Capital, servicing private wealth groups and advisers. At Channel, he will focus on the advice, wholesale and family office sectors. "Phelim is a well-regarded ...

Former adviser charged over fabricated information

JAMIE WILLIAMSON  |  FRIDAY, 5 MAR 2021
The former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, was charged with 16 offences related to fabricating evidence with hopes ASIC would stop looking into him. Ezzat Daniel Nesseim ...

CountPlus profit down 53%

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... In addition, 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. CountPlus will pay a fully franked dividend of 1.25 cents ...

Wealth group makes acquisition

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... group on the New South Wales Central Coast. The subsidiary will acquire a 51% stake in the group which includes private wealth management, life insurance broking, finance broking and accounting and tax. The transaction will cost $3 million with a 40% ...

CFA unveils December exam results

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... the investment management industry. CFA charterholders work in different areas of investment management such as private wealth, investment banking and insurance. In mid-2020, the institute surveyed its global members asking about the impact of COVID-19 ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... Protect is the third firm to join Count Financial from Godfrey Pembroke, following the announcements of Ascent Private Wealth and Venture Financial Advisers in late 2020. Janne Ashton has been the principal of Plan Protect since its inception in 2004 ...