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Showing 491 - 500 of 1028 results for "Private Wealth"

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
A Melbourne wealth firm run by a former NAB Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took ...

Fund manager exits global debt, chief resigns

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
... announced SIAL would retire as investment manager of the Supervised Global Income Fund and be replaced by Sanlam Private Wealth on July 1. The fund will be renamed the SPW Global Income Fund. SIAL will instead concentrate its efforts and resources on ...

Chief operating officer joins platform

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

Liberal win stuns, ASX rallies: Poll

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2019
... surprise Coalition victory, and for many it was business as usual. SuperConcepts executive manager SMSF technical and private wealth Graeme Colley said many Australians would be feeling more relaxed about their superannuation after the election. "The ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... the period, thanks to lower claims and improved lapses. Funds management operations, superannuation, insurance, private wealth, platforms, margin lending and equities broking fall under the BTFG umbrella. For the banking group's interim results click ...

Westpac appoints acting advice GM

JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
... resetting of its overall wealth operations. Stewart first joined Westpac in 2011 and serves as head of Westpac's private wealth businesses in Victoria and South Australia. "The smooth transition for customers and advisers is paramount to the success ...

$1.5bn pulled from Pendal

KARREN VERGARA  |  FRIDAY, 12 APR 2019
... financial advice by September 2019. Within BTFG, Westpac will integrate insurance into the customer division, while private wealth, platforms and investments and superannuation will move into an expanded business arm. The financial adviser-established ...

Clime taps retail market

KARREN VERGARA  |  THURSDAY, 11 APR 2019
... don't want to engage an adviser," Varlamos said. Clime recently appointed Adam Youkhana as general manager of private wealth and distribution. He was most recently the general manager of wealth at ASX-listed Yellow Brick Road. Former Schroders Australia ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team. Stan Shamu is joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers ...

Financial Standard names editor

KARREN VERGARA  |  THURSDAY, 21 MAR 2019
... joins senior journalist and associate editor of FS Super, Karren Vergara; journalist and associate editor of FS Private Wealth, Kanika Sood; journalist Harrison Worley and regular contributors from the research and investments team at Rainmaker group ...