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Showing 31 - 40 of 90 results for "Private Wealth Management"

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.

Legg Mason appoints Sydney head from UBS

ALEX BURKE  |  MONDAY, 27 MAR 2017
... he was a managing director. Before that, he held the same role, as well as head of advice, at JBWere Private Wealth management. In his new position at the global multi-affiliate manager, Stovold will report to head of sales Beau Titchkosky, who said ...

VanEck expands investment lineup

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... team at Bank of America Merrill Lynch in London and has also held roles with Goldman Sachs JBWere in private wealth management. "We are delighted that Brett has joined the Australian business. We continue to grow our investment capabilities and expanding ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... working together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. 3. Focus on older men will kill financial planning The over-representation of over-50 ...

BT Private Wealth director joins accountancy firm

ALEX BURKE  |  TUESDAY, 11 OCT 2016
... Partners from BT Private Wealth Markets, where he was a director. Prior to that, he was a partner - private wealth management at Evans and Partners. He has also held senior private wealth roles at Deutsche Bank, Citigroup and WestLB. Kelly + Partners ...