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Showing 31 - 40 of 94 results for "Private Wealth Management"

FASEA adds adviser representative to board

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... major financial services institutions. He is the former general manager, wealth services at NAB, head of private wealth management at Goldman Sachs JBWere, and managing director and chief executive of Deutsche Securities Asia. Commenting on his appointment ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... roles of NAB Private Wealth's general manager wealth services and head of Goldman Sachs JB Were Private Wealth Management. The S&P/ASX Midcap 50 index has gained more than 11% since the start of the year and is dominated by materials, industrials ...

Chief operating officer joins platform

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... 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 in ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... at Commonwealth Private, Jones enjoyed stints at Merrill Lynch in the UK, Westpac and Morgan Stanley Private Wealth Management. Similarly, Smith spent considerable time at Merrill Lynch as well as Morgan Stanley, where he was vice president of wealth ...

Powerwrap appoints head of operations

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... clients. Bringing about 20 years' experience in financial services, Hartnett's knowledge of the Australian private wealth management industry adds further strength to the management team, Powerwrap chief executive Will Davidson said. "Andrew is a highly ...

BetaShares hires institutional executive from BlackRock

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
... distribution team here. Prior to this, he worked in various roles at BlackRock US, including the iShares private wealth management and capital markets. In his new role, Annan will be responsible for leading BetaShares' activities with institutional ...

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... Management to build and oversee tailored risk-defined managed portfolios for its Euroz Securities and Entrust Private Wealth Management clients, which represent more than $1 billion in funds under management. Innova managing director and co-chief investment ...

New global head for Russell Investments

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... also served as a senior portfolio manager for 10 years and led the firm's investment counselling and private wealth management committee. Prior to that, Seitz held senior portfolio management roles with Concord Investment Company and NationsBank. She ...

HUB24 lures talent as growth strategy progresses

JAMIE WILLIAMSON  |  TUESDAY, 30 MAY 2017
... responsible for building and expanding HUB24's product suite and increasing its focus on stockbroking and private wealth management. HUB24 has also appointed a group financial controller, recruiting Damon Fenner from Commonwealth Bank where he was a ...

Hedge fund star joins Merchant Group line-up

ALEX BURKE  |  TUESDAY, 28 MAR 2017
... employing stop losses and price target warnings. The company was established in 2011 by former Entrust Private Wealth Management senior investment adviser Andrew Chapman, who also chairs the Western Australian advisory group at OzHarvest.