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Showing 431 - 440 of 1009 results for "Private wealth"

Members begin to turn on industry funds

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... of March after the ASX200 market peaked in late February," she pointed out. Speaking to Financial Standard, Core Private Wealth financial adviser Trevor Geffin said some of his clients have moved some of their wealth out of industry funds, concerned ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... "conservative" are not so clearly defined that the average Australian with a super account really knows what to expect. Core Private Wealth director Trevor Geffin agrees and sees many balanced options in super that he thinks could be serving consumers ...

CBA appoints chief economist

ALLY SELBY  |  TUESDAY, 7 APR 2020
... managing director and head of global markets research at CBA. Prior to this role, Halmarick worked with the bank's private wealth business Colonial First State Global Asset Management, where he spent eight years as its chief economist. Earlier in ...

William Buck boosts private wealth office

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2020
Accounting and advisory firm William Buck has announced a new appointment to its South Australian private office wealth team. Andrew Bradley has been appointed to the role of private office senior advisor at the firm. William Buck SA managing director ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
... Royal Commission, however Clime chief executive Rod Bristow said he wouldn't change a thing. "Stepping into private wealth advice at that time, there was a whole series of constraints that we had to deal with, so we built the business cognizant of ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... accounting services," Stanford Brown chief executive Jonathan Hoyle said. Stanford Brown has three main businesses: private wealth (planning, insurance, tax and portfolio management for high-net-worth and small business owners), multi-sector portfolio ...

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... $28.2 billion in funds under management at March, 2018. The partnership extends Cashwerkz's footprint in the private wealth space. "We are very excited to be announcing this agreement with JBWere, one of Australia's leading private wealth management ...

New board member at EQT

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... founded boutique wealth advice practice Affinity Private eight years ago after 11 years as a financial adviser at NAB Private Wealth. "Ms Robson has an impressive mix of business experience, high level legal and financial qualifications and a demonstrated ...

Perpetual appoints APAC lead

ALLY SELBY  |  MONDAY, 3 FEB 2020
... business development and client director activities, including private equity, real estate, capital markets, trusts, private wealth, corporate secretarial, accounting, tax, human resources and payroll. Prior to his role at Perpetual, Allen was a lawyer ...

Wealth manager makes senior appointment

ALLY SELBY  |  MONDAY, 3 FEB 2020
... and operations," Evans Dixon said. "During a 22 year career in financial services Paul has managed teams across private wealth, funds management, capital markets and investment research, having previously been a top-rated research analyst over a decade ...