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Showing 381 - 390 of 1009 results for "Private wealth"

Wage subsidy to rescue advice industry

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
... the number of exam enrolments for an indication of the direction the industry is going in. So far, Gordon says private wealth firms have been the most active recruiters of financial advisers with Profusion over the past 12 months. Large super funds have ...

Wilsons starts Canberra office

KANIKA SOOD  |  MONDAY, 8 FEB 2021
... two financial advisers based in the region join from Elston. Tim Anderson and Richard Taylor have joined Wilsons' private wealth advisory team, which is headed by Paul Bryant. "I am thrilled to be establishing an office in Canberra with the calibre and ...

Longstanding Challenger exec in new role

ANNABELLE DICKSON  |  THURSDAY, 4 FEB 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 has great energy and entrepreneurial spirit. I'm eager to add my experience in the retail space as EG ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... chair Warwick Smith said the new office is an opportunity to expand the firm's national footprint as a respected private wealth firm. "Importantly, Ord Minnett is delighted to be able to provide clients in Tasmania access to Ords' trusted and professional ...

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
The ASX-listed advice and accounting group has continued to carry out its extensive growth strategy with one of its member firms completing a tuck-in acquisition of a separate member firm. Perth-based member firm Bentleys WA Pty Ltd has finalised terms ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... consultant expands into retail market JANA said it will be expanding its service offering to financial advice and private wealth firms in response to the needs of the "growing and evolving" sector. Speaking with Financial Standard JANA chief executive ...

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... the merger with IOOF. Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... executive. This gives her the responsibility for the group's three main areas of focus: core business Fitzpatricks Private Wealth which has over 100 advisers, Atrium Investment Management which had $1.7 billion in assets under management, and another ...

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... owner, partner-driver growth opportunities. It has undertaken six acquisitions in FY21 to date including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and confirmed its "strong pipeline" of firms to acquire.

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... ultra-high net worth clients. He also spent 13 years at Goldman Sachs including four years as managing director of private wealth management in Germany. In his new role, Haase will be responsible for delivering client experience to high net worth individuals ...