Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 53 results for %22Wilson HTM Investment Group%22

Zenith wins four fin planning mandates

RUTH LIEW  |  FRIDAY, 26 NOV 2010
... Investment Partners, which won four research mandates from planning groups including one from the $10 billion-plus Wilson HTM. ASX-listed Wilson HTM, which had $10.1 billion at the end of June in funds under advice, appointed Zenith as its principal ...

Wilson HTM outsources clearing

NEW RELEASE  |  THURSDAY, 2 SEP 2010
... the signing of a five-year agreement to provide equities clearing services for Brisbane based broker Wilson HTM Investment Group. Deane Sweeney, Wilson HTM chief operating officer, said outsourcing its clearing with Penson, instead of self-clearing as ...

Wilson HTM targets SMSF sector

MICHAEL HOBBS  |  TUESDAY, 25 MAY 2010
Wilson HTM Investment Group's financial advisory arm is targeting the self managed super fund (SMSF) sector to attract more business and assessing opportunities to develop their own financial products. Chris Saunders, who joined Wilson HTM more than ...

Solaris adds to team

COMPANY RELEASE  |  MONDAY, 22 MAR 2010
... Meanwhile, Gus Roberts will take over Keune's role. Roberts has portfolio administration experience from at Wilson HTM Investment Group and credit analyst while at Suncorp.

New MD as Wilson HTM restructures

RUTH LIEW  |  TUESDAY, 9 MAR 2010
Wilson HTM Investment Group has ushered David Groth in as its new chief executive as the firm restructures its strategic relationship with Deutsche Bank. Groth's appointment follows the resignation of Garry Lowrey as managing director. According to ...

Hyperion targets retail market

COMPANY RELEASE  |  MONDAY, 3 AUG 2009
... had success with." Pinnacle Investment Management is owned by a number of the firm's executives and Wilson HTM Investment Group.

Pinnacle to distribute Capital International

MICHELLE BALTAZAR  |  FRIDAY, 3 APR 2009
... US-based Capital International funds locally. The group, with the backing of its largest shareholder Wilson HTM Investment Group, will establish and administer the retail version of the Capital International Equities Fund, both hedged and unhedged. The ...

WHK sells NEXT stake

COMPANY RELEASE  |  MONDAY, 2 MAR 2009
... is expected to be paid in two instalments; $7.4 million in cash at settlement and $3.6 million in cash or shares in Wilson HTM. The sale occurs at the same time as Wilson HTM agreed to buy all of NEXT Financial. NEXT Financial contributed $200,000 in ...

Hyperion expands investment team

MICHAEL HOBBS  |  MONDAY, 4 AUG 2008
... Asset Management appointed Jason Orthman as senior investment analyst. Orthman previously worked at Wilson HTM Investment Group as a senior research analyst covering the mid cap industrial sector. He will operate in the firm's Brisbane based investment ...

Perpetual sells $250m infra funds to Palisade

MICHAEL HOBBS  |  TUESDAY, 1 JUL 2008
... Established in May last year, Palisade forms part of Pinnacle's house of boutiques and is supported by Wilson HTM Investment Group.