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

Search Results

Showing 4761 - 4770 of 9284 results for "wealth"

Countplus searches for new CFO

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
... part of its strategic review, the firm merged Countplus One and Wearne & Co in late June; disposed interest in McQueen Wealth Management, Financial Momentum, and CountPlus National Audits and CBC Financial Advisers. These four entities contributed a ...

Robo-adviser scores investment banking partnership

ALEX BURKE  |  WEDNESDAY, 30 AUG 2017
... of digital advice has secured a partnership to roll out its flagship service to an Australian investment bank. Ignition Wealth will now provide digital advice to clients of APP Securities, the brokerage and investment banking firm formed when parent ...

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... An undisclosed amount of capital via a private equity partnership will ensure further expansion of national advisory and wealth management firm Fitzpatricks Group. A capital funding partnership agreement with Quadrant Private Equity and Yorkway Capital ...

Ignition Wealth expands leadership team

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
Ignition Wealth, the Sydney-based robo-advice firm backed by industry magnate Barry Lambert, is expanding its leadership team with a key appointment to the investment committee. Simon Conroy, a senior investment and banking professional whose previous ...

Prime establishes new business division

ALEX BURKE  |  TUESDAY, 29 AUG 2017
Recently hitting $1 billion in funds under management, wealth and accounting firm Prime Financial Group has established a capital division to provide corporate advisory, transaction, restructuring and capital raising services. Prime said the new division ...

EQT eyes global expansion

KARREN VERGARA  |  MONDAY, 28 AUG 2017
... fund manager numbers increased from 96 to 110, while the number of funds went up by 25% to 264. Meanwhile its trustee and wealth services (TWS) arm, which provides private client, philanthropic and superannuation services, is well placed to capitalise ...

Insto exodus fuelling HUB24 growth

ALEX BURKE  |  MONDAY, 28 AUG 2017
... reflected the company's growing market share "in an environment where the dominant incumbent participants are rethinking their wealth management business models and their industry participation." Specifically, they highlighted the new practices coming ...

ANZ revamps life insurance offering

KARREN VERGARA  |  FRIDAY, 25 AUG 2017
... Essentials meanwhile is designed to reward customers undertaking rehabilitation to facilitate their return to work. ANZ Wealth head of life insurance Gerard Kerr told Financial Standard a growing body of evidence shows that returning to work and contributing ...

Wealth arm projects Perpetual profit

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
Perpetual announced net profits of $137 million, up 4% on FY16, driven in part by its wealth management arm. New client growth in target segments, as well as higher non-market related revenue and higher equity markets led to a before tax profit of $40.5 ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
ClearView leveraged its life insurance business and financial adviser relationships to expand its wealth management division in FY17, recording a 17% increase in funds under management. The wealth division now has $2.5 billion FUM with double-digit ...