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Showing 4631 - 4640 of 9284 results for "wealth"

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... Manager, overseeing all SMA portfolios and working as the primary conduit with its managers. Gerber built his career at UBS Wealth Management, spending three years in Zurich before moving to the Sydney office where he rose to head of discretionary portfolio ...

Westpac Group results solid despite challenges

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... Hartzer said. About $83 million of the remediation bill was foot by BTFG, which described its result for FY17 as sound. The wealth arm recorded cash earnings of $771 million - down 11% year-on-year. BTFG chief executive Brad Cooper said BTFG was operating ...

Boutique investment bank expands in Australia

ALEX BURKE  |  MONDAY, 6 NOV 2017
... Management. Dunn, meanwhile, was the chief financial officer at Ascalon and has also held senior roles at St. George Bank Wealth Management and GIO Asset Management. "I have known Nelson for a number of years and am pleased that he is joining the Berkshire ...

Former NAB risk committee chair joins Wingate

ALEX BURKE  |  MONDAY, 6 NOV 2017
... very successful formula, and he will be a real asset to the fund." Levin was profiled in the latest edition of FS Private Wealth. Read it here.

ANZ launches LIF resource

KARREN VERGARA  |  FRIDAY, 3 NOV 2017
ANZ Wealth has launched an online resource to help prepare financial advisers for the looming Life Insurance Framework (LIF) reforms. The online hub provides guidance on how OneCare commissions will be paid, detail key deadlines and how the transition ...

Spaceship appoints new portfolio manager

ALEX BURKE  |  FRIDAY, 3 NOV 2017
... Plus. Commenting on Sedawie's appointment, a Spaceship spokesperson said: "We're on a mission to help our generation build wealth, and we are working hard to build out our best-in-class investment team." "We want to make sure our members benefit from ...

Aussie multi-manager awards global growth mandate

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... investment in a Florida-based manager of growth equity strategies. Alpha Fund Managers, the multi-manager subsidiary of Infocus Wealth Management, has invested in DSM Capital Partners' Global Growth Equity strategy. DSM was founded by chief investment ...

BTFG widens life insurance APL

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... clients have high quality cover that meets their needs has always been the priority," BTFG general manager advice and private wealth Jane Watts said. "We will be going through a rigorous selection process supported by independent input to make sure the ...

LaSalle appoints local client executive

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... to welcome Anita to our team at a time when we are strengthening our businesses throughout the world. She will apply her wealth of client experience to help build LaSalle's relationships with investors in the region as they seek to invest intelligently ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... approaches to administration can lower the cost of advice and remove remaining conflicts of interest," Bernasconi said. Libertas Wealth Consulting director Michael Rees-Evans said using the platform has greatly supported it as an independent licensee. ...