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Showing 391 - 400 of 1010 results for "Private Wealth"

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 ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
... Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was also heading up the firm's private wealth business. ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... Wastle of Verse Wealth won the award. FPA Paraplanner of the Year Award went to Emma Zwaan of Capital Partners Private Wealth Advisers based in Western Australia. FPA University Student of the Year Award was won jointly by are Miles Kitt of Charles Sturt ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... Barclays Private Bank found that by 2030 the wealthiest people in the world are due to transfer US$15 trillion of private wealth to their families and ESG assets serve as mutual ground. Over 60% of family members consider the differing attitudes towards ...

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 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. "This ...

CountPlus adds former MLC practice

KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
... has added new financial advice firm to the fold that was part of MLC's Godfrey Pembroke for 19 years. Ascent Private Wealth joined CountPlus as a member firm, leaving the MLC dealer group shortly after it was acquired by IOOF. Melbourne-based practice ...

SASB appoints Australian advisor

JAMIE WILLIAMSON  |  WEDNESDAY, 11 NOV 2020
... non-executive director at Fairtrade Australia & New Zealand, Food Frontier, the Australian Legal Sector Alliance, and Private Wealth Network. He also works with the Climate Disclosure Standards Board and the Global Forum on Sustainability and is chair ...

Ord Minnett acquires E.L. & C. Baillieu

ELIZA BAVIN  |  FRIDAY, 6 NOV 2020
... Announced yesterday, Ord Minnett said the acquisition will strengthen it as one of Australia's largest, independent private wealth firms. "We felt this acquisition was a strong strategic and cultural fit with Ord Minnett," Ord Minnett chief executive ...

Iress delivers on advice, super

ELIZA BAVIN  |  THURSDAY, 5 NOV 2020
... progressing well and on track for delivery in the first half of 2021. Iress said it is also on track to deliver private wealth software to JB Were. "We have delivered over 500 client conversions to Xplan this year and two mortgage clients went live in ...

New fund manager at EG

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... Roseberry and Roseberry) totalling over $100 million. It also won a $400 million mandate from GIC, and opened a private wealth division as it saw the opportunity to buy assets that would fit syndicates of rich investors while not overlapping with its ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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