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Showing 481 - 490 of 1012 results for "private wealth"

$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 ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team. Stan Shamu is joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers ...

Financial Standard names editor

KARREN VERGARA  |  THURSDAY, 21 MAR 2019
... joins senior journalist and associate editor of FS Super, Karren Vergara; journalist and associate editor of FS Private Wealth, Kanika Sood; journalist Harrison Worley and regular contributors from the research and investments team at Rainmaker group ...

Rainmaker Group acquires Money magazine

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... platform." Rainmaker publishes four B2B journals alongside the Financial Standard newspaper: FS Advice, FS Super, FS Private Wealth and FS Managed Accounts. The group also publishes a consumer focussed Good Guide series, which includes: The Good Super ...

Westpac exits personal advice, restructures leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
... by exiting a high cost, loss-making business. Its insurance division will be moved into business and consumer; private wealth, platforms and investments and superannuation will move into an expanded business arm. The BTFG brand will be retained across ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... association's code of professional practice. Matthew Brown, chair of the FPA's Gold Coast chapter committee, from MiQ Private Wealth - whose licensee is the Magnitude Group - has been stripped of his association membership and CFP designation for two ...

Saxo appoints chief executive

KARREN VERGARA  |  THURSDAY, 28 FEB 2019
... after close to three years as chief executive. Smoker joined BT Financial Group in January as a director in the private wealth services division. Saxo chief executive for Asia Pacific, Adam Reynolds said the appointment would enhance the firm's existing ...

AUM growth subdued to 2025: Bloomberg

KARREN VERGARA  |  TUESDAY, 19 FEB 2019
... quant-based thematically-driven investment strategies. The survey of institutional and alternative fund managers, and private wealth managers based in Europe, Americas and APAC was conducted in partnership with Simmons & Simmons.

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... advice offering, formerly known as Wealth Connect. Just 12 months earlier the business consolidated its advice and private wealth divisions to "maintain pace with the rapidly evolving nature of providing advice."