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Showing 21 - 30 of 39 results for "NAB Private Wealth"

EQT strengthens estate planning team

LAURA MILLAN  |  MONDAY, 26 MAY 2014
... Anna Hacker. Elverson will be based in Sydney and she previously worked at National Australia Trustees, within NAB Private Wealth. She focused on providing legal advice to high net worth individuals and their families regarding personal and corporate ...

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
Former NAB Private Wealth adviser Sarah Hackney has launched a new open architecture independent advice platform, called Full Circle Wealth Management. The new business, backed by former Ellerston Capital chief executive Glenn Poswell, is aimed primarily ...

EQT appoints portfolio manager

MARK SMITH  |  WEDNESDAY, 26 FEB 2014
... Equity Trustees from Phillip Capital Australia where he was head of asset management. He has also worked at NAB Private Wealth as an investment consultant. Prior to this, he held several senior roles at UBS Wealth Management in both Australia and the ...

NAB named best private bank

HARRY PAGE  |  THURSDAY, 20 FEB 2014
... factors in determining the winner of this year's best private bank award. "Asian Private Banker recognises NAB Private Wealth for the depth and range of its products, its high touch relationship management and its ability to go the extra mile," they ...

NAB enters SIV market with 21 compliant funds

MARK SMITH  |  THURSDAY, 12 DEC 2013
... specifically sourced by our team of private wealth experts to meet the needs of migrant investors and their families. NAB Private Wealth executive general manager Angela Mentis said. "We understand the opportunities and challenges moving to a new country ...

Morningstar investment advice subsidiary makes four appointments

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... client service officer for Merrill Lynch Portfolio Management in London and as a client service coordinator for NAB Private Wealth on the Gold Coast. Freeman has 12 years' industry experience and will deliver Ibbotson's service offering to new and existing ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
... Financial Freedom Brand and Concept Store Design Hillross Financial Services Finalists Private Word magazine App NAB Private Wealth netwealth accellerator netwealth Investments Riskfirst Rapid MLC Fast Fact Finder IOOF Best New Investment Product of ...

Patience with underperforming managers urged: NAB

MARK SMITH  |  MONDAY, 29 APR 2013
NAB Private Wealth has warned its clients that jettisoning a managed fund for recent underperformance could be an unsatisfactory strategy. Citing a recent US study into the behaviour of retail investors, the bank's private banking division said that ...

Don't sell your fixed income investments: JBWere

MARK SMITH  |  MONDAY, 15 APR 2013
... your fixed income assets and use that portion of your portfolio to protect your gains," Roux told investors at NAB Private Wealth's annual wealth management conference last week. "Returns won't be as high as they have been over the last few years and ...

MLC launches advice service for uber wealthy

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
... institutional investors with more than $3 million in investable assets and can be accessed via MLC-aligned and NAB Private Wealth advisers.