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| | | ... in the last financial year. Its net profit after tax was up 16% year on year to $2.2 million. Prime operates wealth management, capital and corporate advisory, accounting, and business advisory, and SMSF business units. Altor director and head of distribution ... |
| | | | ... Kwong-Law will remain as chief investment officer. Kueh has more than 20 years' experience in asset management, wealth management and investment banking, at one point spending 10 years with Macquarie establishing their early business in the US and ... |
| | | | ... to market and creating a premium client and adviser servicing model. Other previous positions include head of wealth management products at ClearView Wealth and an operations manager at IOOF. |
| | | | ... which is now part of Insignia. Hartley was most recently chief executive of AMP's short-lived Australian Wealth Management business, which was dissolved into the wider business in May last year. Just months after taking on the role, he famously made ... |
| | | | ... Vanguard Super. It said QMV Solutions is a complementary business that will deepen its ties to the superannuation, wealth management and related technology sectors as Australia's pool of super savings grows. The deal also includes QMV Legal, which provides ... |
| | | | ... portfolios tailored to the specific goals and risk tolerance of our clients. Our advisers are dedicated to devising wealth management plans and investment strategies to enhance financial wellbeing," Euroz Hartleys head of advice Amanda Boyce said. "The ... |
| | | | The SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship ... |
| | | | ... the newly created regional leadership role, responsible for business development and operations across GBST's wealth management and advice solutions products, including Composer, WealthConnect, and Advice Intelligence. "His responsibilities encompass ... |
| | | | ... currently a non-executive director at Clime Capital and chair of Women in Banking and Finance. Several leaders in wealth management received an OAM, which honours service worthy of recognition. Barrenjoey Capital Partners chair Guy Fowler and director ... |
| | | | Jayde Ward joins the private wealth management company as its new director of philanthropic services, bringing over 13 years of experience in governance and strategic advice. In her new role, Ward will work alongside JBWere director, philanthropic services ... |
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