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Showing 441 - 450 of 1010 results for "Private wealth"

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 ...

GAM hires, launches new strategies

ELIZA BAVIN  |  WEDNESDAY, 29 JAN 2020
... said the appointment will further expand the company's presence and deepen its relationship with Australian private wealth advisers. "[Crewe] has an excellent reputation and has worked with sophisticated advisers who are demanding differentiated ...

Netwealth to tap growing HNW demand

HARRISON WORLEY  |  FRIDAY, 24 JAN 2020
Netwealth is looking to take advantage of growing demand among high net-worth and private wealth investors for sophisticated platform offerings, with plans afoot for the launch of a premium product within months. The $28 billion platform is set to launch ...

Franklin Templeton veteran readies two funds

KANIKA SOOD  |  MONDAY, 13 JAN 2020
... equities boutique launched by a Franklin Templeton veteran is getting ready to pitch two new Aussie-domiciled funds to private wealth firms and wholesale clients down under. Bahamas-based Holowesko Partners is aiming to launch in the next two months ...

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
An ASX-listed platform provider has won a mandate from a Melbourne-based private wealth management firm. Wattle Partners Private Wealth Managers has selected Powerwrap to provide its clients with platform administration and reporting services as well ...

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
... Gunning joined Ord Minnett in 2009 as chief executive and managing director and was responsible for the firm's private wealth management, institutional equities, fixed income and corporate finance businesses across Australia and Hong Kong. Ord Minnett ...

FASEA adds adviser representative to board

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... within major financial services institutions. He is the former general manager, wealth services at NAB, head of private wealth management at Goldman Sachs JBWere, and managing director and chief executive of Deutsche Securities Asia. Commenting on his ...

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... of stockbroking clients, the firm also appointed a new business development manager across its stockbroking and private wealth divisions in David Mackay. A former adviser with more than 12 years' experience in the profession, Mackay will work with HUB24's ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
... look for potential accounting firms as well as advice practices to acquire. Stanford Brown's core business is private wealth but it offers ancillary services including mortgage broking, property buying and insurance. In the coming months, it will ...

Clime launches new income fund

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
... product before, so it is hard to say. It is for wholesale clients only and we have had good response so far from our private wealth clients in investor road shows," Bristow said. Clime had $961 million in funds under management at end of September. The ...