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Showing 31 - 40 of 69 results for "Wealth Partners"

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... clients, launching four investment options for entry level investors who want to build their wealth. Hamilton Wealth Partners has launched HWP invest, available to investors with a minimum of $10,000. The four options of balanced, growth, high growth ...

New RE mandate for Equity Trustees

ELIZABETH MCARTHUR  |  THURSDAY, 9 SEP 2021
... Trustees has been appointed as a responsible entity for a wealth manager launching a new offering in Australia. Haven Wealth Partners has appointed Equity Trustees as it launches its first fund in Australia. The Haven Wealth Partners Ethical Absolute ...

Hamilton Wealth Partners co-founder leaves

KANIKA SOOD  |  FRIDAY, 30 APR 2021
Melbourne advice firm Hamilton Wealth Partners' co-founder and chief operating officer has left the business after eight years. Ian Gillies was also a partner and a financial adviser. He leaves as he heads into semi-retirement at the age of 64. His ...

Mayfair found to have misled

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
... with the Federal Court finding its advertisements for debenture products were misleading. The court found Mayfair Wealth Partners trading as Mayfair Platinum, Online Investments trading as Mayfair 101, M101 Nominees and M101 Holdings engaged in misleading ...

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
A national advice firm has merged with a Victoria-based firm as part of a growth push. Apt Wealth Partners has announced it has merged with Unified Financial Services, led by Michelle Tate-Lovery, as part of its growth strategy. Apt Wealth Partners ...

Praemium board bungle

ANNABELLE DICKSON  |  MONDAY, 23 NOV 2020
... Will Davidson, along with its non-executive directors, stood down, with the former chief executive of Bennelong Wealth Partners having led the company since 2018. The merger of the platform providers will create the second largest independent specialised ...

Powerwrap delists, Praemium takes over

ANNABELLE DICKSON  |  MONDAY, 12 OCT 2020
... Will Davidson, along with its non-executive directors, stood down, with the former chief executive of Bennelong Wealth Partners having led the company since 2018. Praemium chief executive Michael Ohanessian thanked Davidson for his professionalism throughout ...

Details of Mayfair's default revealed

ELIZABETH MCARTHUR  |  MONDAY, 1 JUN 2020
... 11, "signs of financial trouble in the borrower's group of investment companies started to appear" as Mayfair Wealth Partners and Online Investments suspended capital redemptions. This prompted Vasco to write to Mawhinney asking him to address the overdue ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
Apt Wealth Partners, a national financial advice business with more than $1.5 billion in funds under management, has acquired a Melbourne-based advice firm. Apt Wealth Partners has acquired Semaphore Private. The acquisition will see James McGregor ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... individuals and businesses going above and beyond for their clients and the profession. Andrew Dunbar CFP® of Apt Wealth Partners has been recognised as the Certified Financial Planner of the Year, while Perth's Capital Partners Private Wealth Advisers ...