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Showing 521 - 530 of 1029 results for "Private Wealth"

Perennial ups retail distribution

DARREN SNYDER  |  MONDAY, 10 DEC 2018
... relationships including national and independent dealer groups, independent financial advisers, stock broking, private wealth segments and platforms. "I have great respect for Perennial Value's investment approach and am excited to be joining a team ...

HUB24 secures bespoke platform mandate

JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
... "After a review of a number of potential platform providers, we selected HUB24 for their strong understanding of the private wealth and stockbroking sectors, and all-round superior platform capabilities," Patersons chief operating officer Jane Tandy ...

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... is now offering tailored financial advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It also works with self-managed super funds, companies, charities and institutions. In January, Clime appointed Maria Greensill ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... Financial Planner AFP of the Year Award. The FPA Paraplanner of the Year Award went to Kearsten James of Sterling Private Wealth. The Gwen Fletcher Memorial Award, which recognises the highest performing student in the final unit of the CFP Certification ...

Warakirri launches new fund for HNWIs

KANIKA SOOD  |  FRIDAY, 16 NOV 2018
... Franklin Templeton Investment's head of IFAs and family offices to build key relationships in the Australian private wealth market in September. Warakirri is a 25-year-old boutique that has worked with superannuation funds in investing large-sized ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
Wilsons Advisory appointed two former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. ...

Platypus distribution director departs

KANIKA SOOD  |  THURSDAY, 8 NOV 2018
... reviews its distribution options. Mark Hearne was responsible for Platypus' institutional, family office and private wealth sales for two-and-a-half years. At Fidante Partners he will be a national key account manager. "Platypus is considering a ...

Perpetual distribution lead departs

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... growing its intermediary business in Australia. Based in Sydney, he will focus on local financial institutions and private wealth managers, the fund manager said. Thompson has been with Perpetual for more than six years, having commenced in 2012 as head ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
... in the United States and in Canada," he said. "I think something like 35% of the CFA charterholders there are in private wealth advisory. That is a booming part of the industry." He said as Australia's superannuation pool swells and people dip in ...

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... financial advice businesses of the future will be those that have gained effective scale. That is the view of Fortnum Private Wealth, believing the increasingly challenging nature of running an advice business will give rise to advice collectives to ...