Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 4651 - 4660 of 9284 results for "wealth"

Former Crestone CIO joins Aberdeen Leaders

ALEX BURKE  |  THURSDAY, 26 OCT 2017
... joint chief executive and chief investment officer. David Sokulsky was previously chief investment officer of Crestone Wealth Management. Prior to that, he was head of investment strategy at UBS Wealth Management Australia and a senior trader and macro ...

ANZ Wealth drags group's earnings

KARREN VERGARA  |  THURSDAY, 26 OCT 2017
... under management inched 3% year-on-year to $49 billion. The number of aligned advisers stood at 1432, down from 1545. The wealth division employs 2110 staff members. ANZ also noted that it reached a confidential and in-principle agreement to settle court ...

Trustee Partners recruits ahead of opening NZ office

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... services. "The New Zealand marketplace benefits from favourable industry and demographic trends including increasing household wealth and growing demand for intergenerational wealth transfer solutions," Kingston said. "New Zealand is an emerging entrepreneurial ...

Australian Unity restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... better meet customer needs. The company has created three individual divisions focused on the needs of customers - retail, wealth and capital markets, and independent and assisted living. The retail business will comprise private health insurance, banking ...

Crestone names new chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
The former chief economist at UBS Australia is Crestone Wealth Management's new chief investment officer. Regarded as one of Australia's leading investment experts, Scott Haslem will lead Crestone's investment team as of January 2018, replacing David ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... CFP(R) - RSM Financial Services Australia FPA Financial Planner AFP(R) of the Year Award Felicity Cooper AFP(R) - Cooper Wealth Management Nicholas Lloyd AFP(R) - ITL Financial Planning Patricia Soares Garcia AFP(R) - WB Financial FPA Paraplanner of ...

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
Elston Asset Management will provide a private label separately managed account to a Brisbane-based wealth manager. Partnering with Quill Group to launch the offering on HUB24, Elston head of distribution Mark Smith said the firm is "proud to be working ...

Aussie super maintains good grades

DARREN SNYDER  |  MONDAY, 23 OCT 2017
... or risk creating intergenerational equity issues and disappointed retirees, Mercer said. Mercer president of health and wealth Jacques Goulet said increasing life expectancies and low investment returns are having significant long-term impacts on the ...

Alternatives manager makes senior Australian hire

DARREN SNYDER  |  MONDAY, 23 OCT 2017
... David's impressive calibre has joined in Sydney. "After spending the past 15 years in Europe and the US, he brings back a wealth of relationships and best practices to his home market," Bookmyer said. "David personifies the global and local nature of ...

Fiducian founder transitions to executive chair role

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... managing director since establishing Fiducian in 1996. Over that time, he's steered the firm to becoming a diversified wealth operation covering financial advice, portfolio management, superannuation and proprietary administration technology. Fiducian ...