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

Search Results

Showing 471 - 480 of 1012 results for "private wealth"

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... launched a private label SMA on HUB24. The SMA was formed in partnership with boutique wealth management firm Bridge Private Wealth. The models portfolios called Elston Bridge, offer a range of multi-asset class, diversified SMAs built around a large-cap ...

Private wealth firm adds partner

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
Cardena Private Wealth has promoted a long-serving financial adviser to partner. Tom McDonald was named partner after joining the Sydney-based firm more than 10 years ago. Prior to Cardena, McDonald was also a financial adviser at Arrive Wealth Management. ...

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 ...