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Showing 5231 - 5240 of 9284 results for "wealth"

N1 purchases Sydney property portfolio

ALEX BURKE  |  MONDAY, 24 OCT 2016
Mortgage broking and wealth management firm N1 Holdings has purchased a Sydney property manager and an $80 million loan book. Purchased via n1 subsidiary N1 Realty, Sydney Boutique Property was launched in 2003 and manages 162 properties - at present ...

Tobacco and super funds must split

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
... governments of signatories to this treaty are not allowed to invest in tobacco by any means, including through sovereign wealth funds or public pension funds, though only Australia, New Zealand and Norway have implemented that provision. King cited reputational ...

Profitable firms leverage from within: Macquarie

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
... differentiate themselves by their focus on improving the technologies they use and retaining quality staff," Macquarie Wealth Management division director, David Clatworthy said. "Nearly 80% of high performing businesses say adding value to their existing ...

MySuper transition costing retail members

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
... funds accounted for 67%, with Rainmaker describing the slow transition as "most likely a deliberate strategy by retail wealth managers." The higher fees incurred are substantial enough to call into question the motivations of retail funds, ISA chief ...

Midwinter makes strategic appointment

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
... than 20 years' experience in the financial services industry, bringing with him experience from the superannuation and wealth management space. In a statement, Midwinter said Saiz's appointment precedes several large partnership announcements within ...

Findex brings family office to the masses

ALEX BURKE  |  THURSDAY, 20 OCT 2016
Findex has launched an integrated wealth management service aimed at bringing the family office model out of the domain of the ultra-rich. Suitably named Family Office, the new service aims to provide a "single point of contact" for all aspects of wealth ...

Sherrin kicks goal with merger

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
... brings together two businesses "who offer many years' experience in advising everyday Australians on how to build their wealth, better plan for retirement and put in place adequate protection for themselves and their families."

Two more Macquarie veterans join Shaw

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
... Partners has appointed two new advisers. The first, John Wardman, joins Shaw's Sydney office directly from Macquarie Private Wealth, where he spent 13 years. In an internal memo, Shaw and Partners head of private wealth and co-chief executive Earl Evans ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... has been the general manager - advice for Australian Unity Personal Financial Services and the chief executive of Premium Wealth Management. AdviceIQ Partners is a boutique, service focused advice group with partner firms located in Sydney, Melbourne ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... financial planning firm to provide financial support to the next generation of financial advisers. Scholten Collins McKissock Wealth Management and Deakin Business School will provide scholarships in to support both the living and education expenses ...