Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 306 results for "JBWere"

Prime Super names investments lead

ELIZABETH FRY  |  FRIDAY, 8 NOV 2024
... career in financial services as an equities dealer and analyst, working for several companies, including Goldman Sachs, JBWere, ANZ Trustees and Myer Family Investments. As a dealer/analyst he executed trades for numerous portfolios, managed portfolio ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... Financial with its 363 advisers has the largest superannuation advice offering. It is followed by Ord Minnett with 210, JBWere with 163, and Shaw & Partners with 127. Morgans Financial also has the highest number of advisers who provide risk advice at ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... will complement existing investment managers of MLC Asset Management, Antares, Ausbil, BlackRock, DNR Capital, Elston, JBWere, Lonsec, Pendal, Perennial, Zenith and Zurich. MLC Expand chief executive Liz McCarthy celebrated the addition of the new offerings ...

European private equity strategy launches down under

KARREN VERGARA  |  THURSDAY, 10 OCT 2024
... that led technology provider InvestCloud's Australia and New Zealand business. He was also at UBS Wealth Management and JBWere, where he worked as managing director for both firms. HFPCF, an open-ended fund targeting wholesale investors, aims to provide ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... navigating the next steps. Because we know that education is important to empowerment, confidence, and understanding," she said. JBWere and CoreData research found Australian women are more highly educated, entrepreneurial, and participating in the workforce ...

Funds SA exec jumps ship

ELIZABETH FRY  |  MONDAY, 2 SEP 2024
... funds. Before joining the specialist asset manager for the South Australian Government, Keenan held senior positions at ANZ, JBWere, Deloitte, and National Australia Bank.

Expand bolsters SMA menu

MATTHEW WAI  |  TUESDAY, 13 AUG 2024
... (SMA) offerings. The additional investment managers complement the current fleet of MLC Asset Management, Antares, Ausbil, JBWere, Pendal, Perennial, and Zurich. Expand now houses 64 SMAs and provides both multi-asset and single-sector options. Advisers ...

Australians urged to consider bequests amid $5.4tn wealth transfer

MATTHEW WAI  |  THURSDAY, 8 AUG 2024
... and value of charitable bequests rose to just 3%, this would see $8 billion donated annually by the end of the decade, JBWere said.

Another chair for Sequoia

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
... Ryan was previously the head of equities at Shaw and Partners between 2015 and 2022, and held executive roles at Citi, JBWere, and Morgan Stanley. Ryan currently holds several board positions, including non-executive director at Energy One, generate ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... corporate advisory at Evans & Partners and has also held roles at Macquarie Group (New York), CIMB Royal Bank of Scotland, and JBWere. Wilsons Advisory head of private wealth Casimir Skillecorn said the Statton Partners history of providing financial ...