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Showing 521 - 530 of 1010 results for "Private Wealth"

Nikko AM wins Aussie equities mandate

KARREN VERGARA  |  TUESDAY, 14 AUG 2018
... key clients and family offices at Barclays and served 13 years at Morgan Stanley, including as managing director, private wealth. Nikko AM created the new role as part of its commitment to the United Nations' Women Empowerment Principles. Nikko AM ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... FUA to $8.3 billion on the year prior. It also signed 22 distribution agreements including one with Fitzpatricks Private Wealth, which offers managed accounts to its clients. On a smaller scale but just as significant, Praemium saw its separately managed ...

Advice firm partners for lending expertise

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
... business is expanding its service offering by way of a strategic alliance with a Sydney-based brokerage firm. Cardena Private Wealth and Thyme Financial Group are joining forces to provide Cardena clients with access to specialist lending expertise. ...

Government super fund appoints chief executive

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
... for eight years. In his last role with the asset manager, he was a head of portfolio management for Schroder's UK private wealth business. He joined GESB in December 2012. In his most recent role, he was GESB's general manager, investments. He was also ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... vertically integrated platforms. HUB24 signed 22 new distribution agreements June quarter, which included Fitzpatricks Private Wealth. About $700 million of Fitzpatricks' FUA is expected to transition to the platform by the end of 2018. HUB24 listed ...

Bennelong adds distribution executive

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... institutional and corporate team. She has also held roles with Macquarie Group across its professional series and private wealth divisions. In her new role, Kulakoff will report directly to Bennelong chief executive Craig Bingham. "Natalie is a senior ...

MLC announces new chief executive

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... having announced his resignation in November last year. He joined the firm in August 2010 as group executive of private wealth. Rob Adams is the predecessor. Adams came from global investment manager Janus Henderson where he was head of Pan-Asia. Thorburn ...

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... established three years ago and has about 29 employees. Spitfire is now live, and signed on its first client, a private wealth firm based in Melbourne, he said. Storm added Spitfire was built on the premise that there are gaps in the market to enable ...

BetaShares hires institutional executive from BlackRock

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
... iShares distribution team here. Prior to this, he worked in various roles at BlackRock US, including the iShares private wealth management and capital markets. In his new role, Annan will be responsible for leading BetaShares' activities with institutional ...

Wealth manager appoints private wealth lead

JAMIE WILLIAMSON  |  MONDAY, 9 JUL 2018
A diversified financial services and legal firm appointed a former HSBC head of wealth management to lead its private wealth business. Sydney-based Aura Group is welcoming Andrew Coloretti to the role of executive director, private wealth. Bringing ...