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Showing 461 - 470 of 604 results for "WILS"

Six more staff to leave Wilson HTM

BEN COLLINS  |  TUESDAY, 17 JUL 2012
Six more Wilson HTM staff members have left the troubled broker, following in the footsteps of a recent exodus of key employees. Last week Wilson HTM's Sydney desk boss Joseph Pagliaro left the firm, along with advisers Wren Bligh and James Hunter ...

Macquarie Private expands adviser team

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
Macquarie Private Wealth has appointed 13 new advisers across six state offices in a drive to expand the national team, drawing strongly on the three-year-old Morgan Stanley Smith Barney network. The Queensland team has received the most significant ...

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
Growing costs associated with Dodd-Frank compliance are making single family offices in the US less sustainable, with virtual and multi family offices in favour as a result. Those were among the findings reported by the Advanced Planning and Family ...

Wilson HTM expands investment team

LINDA HAUSKEN  |  FRIDAY, 8 JUN 2012
Wilson HTM Investment Group has added three new advisers to its Melbourne based investment team. David Permezel has been appointed as a senior institutional adviser. Prior to joining Wilson HTM, he spent four years at E.L. & C Baillieu where he was ...

Wilson HTM appoints new head of private wealth

MELANIE TIMBRELL  |  TUESDAY, 29 MAY 2012
Wilson HTM Investment Group has appointed former JBWere managing director Brad Gale as new head of private wealth, tasked with growing the business division's reach. "Obviously Brad is a highly credentialed and experienced guy with a unique perspective ...

Instos increase alternative allocations

MELANIE TIMBRELL  |  THURSDAY, 24 MAY 2012
Super funds are increasing allocation to alternatives, although demand is more for tailored solutions rather than cookie cutter approaches, according to two asset managers. "These [super] funds are looking at their overall allocation and looking at ...

Govt names Foreign Investment Review chair

ELISE BURGESS  |  TUESDAY, 3 APR 2012
Brian Wilson will take over as chair of the Foreign Investment Review Board, replacing John Phillips AO who will retire on April 16 after 15 years in the role. Announced today by Treasurer Wayne Swan, Wilson has been appointed for a five-year period ...

PIMCO appoints new portfolio specialist

CLAIRE MCGREAL  |  MONDAY, 19 MAR 2012
Former Morningstar senior research analyst John Valtwies has been appointed as a portfolio specialist in PIMCO's global wealth management team. Valtwies will be communicating elements of the firm's fixed income investment strategies to adviser market ...

PIMCO lands OnePath advice mandate

ELISE BURGESS  |  WEDNESDAY, 14 MAR 2012
PIMCO will broaden its distribution capabilities to planners at the four ANZ-aligned dealer groups after being appointed to manage OnePath's fixed income portfolio. Global bond manager PIMCO said it wants to expand further into the Australian advice ...

Growth in popularity of lifecycle strategies: PIMCO

CLAIRE MCGREAL  |  WEDNESDAY, 29 FEB 2012
Super funds will increasingly move toward strategies such as lifecycle strategies that de-risk an investor's portfolio as members near retirement, according to PIMCO. The new research claims this approach could eventually replace existing "balanced" ...