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Showing 511 - 520 of 1029 results for "Private wealth"

Wealth group acquires asset manager stake

KARREN VERGARA  |  FRIDAY, 25 JAN 2019
... Vantage Point Asset Management as the head of distribution. It appointed Andrew Coloretti last year to lead its private wealth business. Ferres said: "The Aura Group has an exceptional team that have built a multi-national business with an expertise ...

Wells Fargo AM chief moves to BMO

OSKAH DUNNIN  |  THURSDAY, 24 JAN 2019
... integrated, team-based experience in a range of specialised areas." The firm also recently announced the formation of BMO Private Wealth Canada and Asia, a merger of BMO Private Banking and BMO Nesbitt Burns.

NSW adviser banned for 25 years

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
... following an ASIC investigation. Starting in 2008, Graeme Walter Miller advised SMSFs and other clients of CFS Private Wealth to transfer more than $4.7 million to a related company for investments from where Miller used the money for personal purposes ...

Advice firm hires from Macquarie Private Wealth

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
A former division director at Macquarie Private Wealth has joined a Melbourne-based boutique wealth management firm. Paul Grifa is joining Steward Wealth as a director, along with his long-standing assistant Kiera Lecher. He joins the firm's two founding ...

8IP signs on Sanlam Private Wealth

KANIKA SOOD  |  TUESDAY, 15 JAN 2019
Eight Investment Partners (8IP) has entered a strategic support agreement with Sanlam Private Wealth to provide middle office services. The agreement builds on their existing relationship. Sanlam Private Wealth previously acquired 40% of 8IP, the latter ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
HUB24 has signed on two national advice businesses, as its total funds under management crossed the $10 billion mark. Brisbane-based licensee AdviceIQ Partners brings 31 registered planners to HUB24's platform. The licensee has added 10 planners ...

FASEA reforms see ASIC register swell

JAMIE WILLIAMSON  |  TUESDAY, 8 JAN 2019
... wealth management. It has been widely reported this week that more than 20 financial advisers from Macquarie's private wealth division moved elsewhere at the end of 2018. The ASIC FAR shows a further 29 Macquarie advisers ceased in the last month. ...

Saxo chief departs for BT

HARRISON WORLEY  |  MONDAY, 7 JAN 2019
... largest wealth management firms. Ben Smoker will join BT Financial Group in January as a director in the firm's private wealth services division. Smoker, who served as Saxo's Australian chief for about three years, announced his departure from ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... a similar vein to the merger of Queensland industry funds Sunsuper and AustSafe Super in July. Macquarie merges private wealth businesses In May, Macquarie decided to consolidate its private bank and private wealth business, in a move designed to allow ...

Former Paradice managers launch LIT

KANIKA SOOD  |  MONDAY, 17 DEC 2018
... investors in that strategy, and it won't meet the ASX listing rules," he said. Andrew Mitchell was profiled in FS Private Wealth previously, here.