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Showing 5271 - 5280 of 9284 results for "wealth"

Rimmer departs in EQT management shake-up

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
... goal of these new changes, according to EQT, is to "more clearly define management of the businesses within trustee and wealth services (TWS) and simplify a number of operational functions." To achieve this, executive general manager of private clients ...

Bennelong appoints new product manager

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... recently in the role of product manager, corporate trustee services at Equity Trustees. She previously held roles with UBS Wealth Management in Zurich and Morgan Stanley in Switzerland and Italy. She is also a former investment writer, marketing and ...

Super guarantee of 12pct a mistake

KERRIE SYDEE  |  TUESDAY, 4 OCT 2016
... Analysis of ABS data and the Melbourne Institute's HILDA survey found superannuation savings only account for about 15% of the wealth of most households. The analysis found that even when excluding the family home, the average Australian saves as much ...

HLB Mann Judd appoints partner in Melbourne

MARK SMITH  |  FRIDAY, 30 SEP 2016
... client director at Deloitte Touche Tohmatsu and BDO Kendells, and has advised a broad range of businesses and high net wealth individuals and families behind them in assisting them reach personal and financial objectives. Managing partner of HLB Mann ...

Top boutique in first push for new investors

MARK SMITH  |  FRIDAY, 30 SEP 2016
... look at the track record we've had and back us for the next 10 years." Crucially both founders have all their personal wealth invested alongside unitholders in the fund - "I own a car and that's it," Mitchell said. Friends and family also have capital ...

Industry heavyweights back listed venture fund

MARK SMITH  |  THURSDAY, 29 SEP 2016
... investments in fintech and its related sectors such as digital distribution, payments, lending, data and security, insurance, wealth and superannuation. H2Ocean's objective is to provide an alternative to traditional equities through a diversified portfolio ...

Former Russell CEO joins MLC trustee board

DARREN SNYDER  |  THURSDAY, 29 SEP 2016
... the largest single retail fund in the country at $70 billion in funds under management. Schoenheimer is also chairman of Wealth Defender Equities, an Australian listed investment company formed by Perennial Value Management in May 2015.

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
... initiative in October 2015 it has made $4.6 million in payments to 164 customers. Chief customer officer, consumer banking and wealth management, Andrew Hagger said that NAB started working on the customer response initiative in February 2015 to improve ...

Clock ticks for institutional advice licensees

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... Suncorp exiting its advice business in 2015, there appears to be an emerging trend at institutional licensees. Infocus Wealth Management managing director Rod Bristow said the "conscious uncoupling" is a shame as decisions are appearing to be made "without ...

Well-known advice firms merge

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... identities, working together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. Evans & Partners executive chair, David Evans said: "Evans Dixon will see ...