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Showing 401 - 410 of 1009 results for "Private Wealth"

Stanford Brown adds partner

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... and financial adviser to the firm shortly after it named a new chief executive. Nicky Boustred has joined as a private wealth adviser and shareholder, after running Nixon Boustred Advisory, a financial planning business based in Crows Nest, for over ...

Sydney boutique sharpens focus on HNWs

KANIKA SOOD  |  FRIDAY, 9 OCT 2020
A Sydney real estate fund manager has established a private wealth division, as it sees opportunities to snap up new assets for syndicates of wealthy investors. EG currently manages about $3.2 billion in property assets, for investors that are mostly ...

Boutique wealth firm chief steps down

KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
... Stanford Brown announced Jonathan Hoyle has been replaced by Vincent O'Neill, who is currently the director of the private wealth unit. O'Neill joined the practice in 2007 in the private client investment team. After working as an adviser for ...

ESG ETF demand rises: Research

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... actively-managed part of their portfolios. More than half (55%) of the global 191 institutional investors, and asset and private wealth managers in the EDHEC-Risk Institute's annual survey are using ETFs to gain an environmental, social and governance ...

Sanlam withdraws from 8IP relationship

KANIKA SOOD  |  MONDAY, 21 SEP 2020
Sanlam Private Wealth says it has terminated its agreement with Eight Investment Partners. In January 2019 the two entered a strategic support agreement, with Sanlam to provide middle office services to 8IP, which was founded in 2009 by Kerry Series. ...

UBS makes private wealth strategy shift

ALLY SELBY  |  MONDAY, 14 SEP 2020
UBS has announced a shift within its $3.6 trillion (US$2.6 trillion) global wealth management business, set to see the wealth manager advise private clients to invest in sustainable assets over more traditional solutions. UBS claims it is the first ...

Perks appoints new director

JAMIE WILLIAMSON  |  MONDAY, 14 SEP 2020
Wealth management firm Perks has appointed a new director to its private wealth division. Nick Connelly has been promoted to the role, having been with Perks since 2008. He was appointed associate director last year. "During his time at Perks, he has ...

It's not a bird or a plane; it's a new trading platform

ALLY SELBY  |  MONDAY, 7 SEP 2020
... offers investors basic reporting capabilities to track their portfolios. Superhero operates under the AFSL of Sanlam Private Wealth, an investment and advisory firm from South Africa. Sanlam services high net-worth clients, family offices, institutional ...

CommSec adds general manager

JAMIE WILLIAMSON  |  THURSDAY, 3 SEP 2020
... retail brokerage arm. He joined from Westpac where he served as an investment director, catering to the group's private wealth clients, for the last 18 months. Confirming his new role, a CBA spokesperson told Financial Standard : "In this role, Smoker ...

Financial Standard launches FS Sustainability

STAFF WRITER  |  TUESDAY, 1 SEP 2020
... Sustainability aligns the publication with Financial Standard and its suite of journals - FS Advice, FS Super, FS Private Wealth and FS Managed Accounts. The Sustainability Report was acquired by Financial Standard 's owner, Rainmaker Group, in October ...