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| | | ... blend our own expertise with that of a larger, acclaimed and highly resourced multi-disciplinary, accountancy, wealth management and business advisory firm." The merged entity now has offices in Brisbane, Newcastle, and Sydney. It has 180 staff members ... |
| | | | ... that it is not going back to retail advice, the global bank, however, has flagged that it will re-enter the wealth management sector after it exited in 2015. UBS Asset Management country head for Australia and New Zealand Alison Telfer told the panel ... |
| | | | ... strategy to streamline AMP. "The sale allows AMP to focus clearly on our core businesses in retail banking and wealth management in Australia and New Zealand," George stated. The anticipated completion of the transaction is set for November 30. Back ... |
| | | | ... great outcomes for new and existing investors," Weingarth said. Weingarth brings over 15 years of experience in wealth management, including asset management, structured investments, and commercial property. Prior to joining EG, Weingarth served as Charter ... |
| | | | ... Clayton, Dubilier and Rice for more than US$7 billion. In addition to MEDIQ, Focus owns Escala Partners and MISSO Wealth Management. Meanwhile, its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady & ... |
| | | | The fintech and wealth management platform has made three key hires as it prepares to unveil a series of initiatives in the coming weeks. Superhero has named Kimberly McAvoy, the former head of superannuation projects at Vanguard Australia, as its head ... |
| | | | ... retirement." Her appointment is part of AMP's recent restructure of its executive line-up after Australian Wealth Management (AWM) chief Scott Hartley resigned from the role in May, to exit by the end of the year. In July, Edwina Maloney was named ... |
| | | | Former abrdn Australia chief executive Brett Jollie has landed a new role at a specialist investment and wealth management consultancy. Jollie has joined the leadership team at KONU, founded by former State Street operating chief Paul Toepfer and former ... |
| | | | ... giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital Advisory founders Charles Reed and James Emerson and Wentworth ... |
| | | | ... solutions before transitioning to general manager of distribution. In 2016 he was named group general manager, wealth management, before taking on the top job in an acting capacity following the fallout from the Royal Commission in 2018. In June 2019 ... |
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