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Showing 471 - 480 of 1010 results for "Private wealth"

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business. The 23-year-old firm managed $887 million at March end. It has traditionally managed equities funds for the wholesale ...

Westpac names business arm chief executive

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... Financial Group will cease as a standalone division. Its insurance divisions moved into business and consumer; private wealth, platforms and investments and superannuation moved into an expanded business arm. Moving BTFG in-house will see the departure ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
A Melbourne wealth firm run by a former NAB Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took ...

Fund manager exits global debt, chief resigns

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
... announced SIAL would retire as investment manager of the Supervised Global Income Fund and be replaced by Sanlam Private Wealth on July 1. The fund will be renamed the SPW Global Income Fund. SIAL will instead concentrate its efforts and resources on ...

Chief operating officer joins platform

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... Stanley after nearly 12 years, working in a senior capacity for the Australian business, firstly as director of private wealth management for sales and business development. He then became head of private wealth management for managed investment solutions ...

Liberal win stuns, ASX rallies: Poll

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2019
... surprise Coalition victory, and for many it was business as usual. SuperConcepts executive manager SMSF technical and private wealth Graeme Colley said many Australians would be feeling more relaxed about their superannuation after the election. "The ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... the period, thanks to lower claims and improved lapses. Funds management operations, superannuation, insurance, private wealth, platforms, margin lending and equities broking fall under the BTFG umbrella. For the banking group's interim results click ...

Westpac appoints acting advice GM

JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
... resetting of its overall wealth operations. Stewart first joined Westpac in 2011 and serves as head of Westpac's private wealth businesses in Victoria and South Australia. "The smooth transition for customers and advisers is paramount to the success ...

$1.5bn pulled from Pendal

KARREN VERGARA  |  FRIDAY, 12 APR 2019
... financial advice by September 2019. Within BTFG, Westpac will integrate insurance into the customer division, while private wealth, platforms and investments and superannuation will move into an expanded business arm. The financial adviser-established ...

Clime taps retail market

KARREN VERGARA  |  THURSDAY, 11 APR 2019
... don't want to engage an adviser," Varlamos said. Clime recently appointed Adam Youkhana as general manager of private wealth and distribution. He was most recently the general manager of wealth at ASX-listed Yellow Brick Road. Former Schroders Australia ...