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Showing 31 - 40 of 103 results for "Pembroke"

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... Commonwealth Financial Planning shed 213 advisers, while Count Financial - recently sold to CountPlus - lost 74. Godfrey Pembroke dropped 40 advisers in the six months and MLC Wealth has now said it will consolidate the Apogee, Meritum and Garvan licensees ...

MLC transforms advice business

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... This involves consolidating its advice brands from five down to two. These would be high-net-worth advisory firm Godfrey Pembroke, as well as a new combined group of advice businesses previously aligned with the Garvan, Apogee and Meritum brands. The ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... for completion by the end of this year, while the review and remediation programs of Apogee Financial Planning, Godfrey Pembroke, GWM Adviser Services and Meritum Financial Group are expected to finish by the end of 2020. JB Were has not advised ASIC ...

Aussie fund manager opens New York office

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... of marketing and investor relations at Symphony Financial Partners. Greg Mariasch, a partner and portfolio manager at Pembroke Emerging Markets, will join Safranek. He relocates to New York from London and will give US investors direct access to Pembroke's ...

Inside Bennelong and its UK engine room

DARREN SNYDER  |  TUESDAY, 20 NOV 2018
... UK mid and small-cap equities specialist Tellworth Investments (a former Schroders shop) and emerging markets start-up Pembroke (led by Sanjiv Bhatia, a former Harvard Endowment EM portfolio manager). "[A major] point of establishing in the UK was to ...

Australian Unity adds new research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... manager. With more than 20 years' experience in financial services, Holliday has also held roles with Asgard, Godfrey Pembroke, Morgan Stanley and Deutsche Bank. "Ian's in-depth understanding of Australian Unity's investment philosophy and ...

Private equity firm closes $558m mining fund

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
... execution through their superior technical experience and regional knowledge." The fund's current Aussie holdings include Pembroke Resources, a Sydney-based company pursuing and developing metallurgical coal projects in Asia Pacific and Auctus Minerals ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... group managing director of private wealth advisory firm Berkley Group and head of broking investment services at Godfrey Pembroke. Castensen said: "It's wonderful to be part of such a dynamic and aligned team. I strongly believe there has never been ...

Longstanding Godfrey Pembroke practice seeks own AFSL

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... financial advice firm is working towards becoming self-licensed after more than 30 years' in partnership with Godfrey Pembroke. NAB-owned Godfrey Pembroke is assisting Scholten Collins McKissock in transitioning to its own AFSL, in what the practice ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
... Advice Solutions. He has also served as a director of Apogee Financial Planning, Meritum Financial Planning, Godfrey Pembroke and JBWere. Commenting on Miller's departure, NAB chief customer officer of consumer banking and wealth Andrew Hagger said ...