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Showing 31 - 40 of 80 results for "Wealth Services"

Equity Trustees records solid 1H23 result

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
... billion. This is 4.4% higher than the prior half. AET contributed additional FUMAS of $6.8 billion. The Trustee and Wealth Services business saw a 10% growth in revenues, partially offset by adverse markets. There was a one-month contribution from AET ...

TrustQuay, Viewpoint merge to accelerate change

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
... efficiency of our clients." Just last year, Equity Trustees partnered with TrustQuay to centralise its Trustee and Wealth Services business and digitise the end client experience.

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
... well as expanding our presence in Queensland and New South Wales," he said. "It adds scale to our trustee and wealth services (TWS) private client offering, particularly in our Indigenous and health and personal injury businesses and supports our ongoing ...

Equity Trustees in new technology partnerships

CASSANDRA BALDINI, CHLOE WALKER  |  WEDNESDAY, 20 JUL 2022
... Trustees has entered agreements with TrustQuay and Nuj to strengthen the technology that supports its Trustee and Wealth Services business and its data capabilities. Under the deal with TrustQuay, Equity Trustees will centralise its Trustee and Wealth ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
Equity Trustees has made two appointments to its Trustee and Wealth Services (TWS) team in response to increased demand. Kate Schell has joined as an adviser in the private client team and Amanda Sartor has been appointed as a senior relationship manager ...

Wilsons starts Canberra office

KANIKA SOOD  |  MONDAY, 8 FEB 2021
... Anderson and Taylor have 30 years of combined experience. They join Wilsons from Elston, which offers private wealth services. Wilsons said the Canberra office marks an important milestone for the firm, which now has offices in all capital cities and ...

PwC appoints wealth services MD

ANNABELLE DICKSON  |  THURSDAY, 29 OCT 2020
... The former ANZ Private Bank head of private advisory has jumped to PwC to take on the role of managing director: wealth services, private clients. Luke McCann headed private advisory at ANZ Private Bank for six months prior to which he was national director ...

ASIC winds up three financial services companies

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... financial advice businesses. The Federal Court of Australia in Melbourne handed down the orders to wind up Australasia Wealth Services and Management (AWSM), Marigold Falconer International and My Wealth Adviser. On 20 February 2020, ASIC applied to ...

Wealth manager launches new platform

ELIZA BAVIN  |  THURSDAY, 12 DEC 2019
... fund investors with national digital services. MyState chief executive Melos Sulicich said: "We are modernising wealth services for managed fund investors as part of a multi-year ongoing investment in the TPT Wealth business." MyState said Link Fund ...

FASEA adds adviser representative to board

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... held a number of senior roles within 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 ...