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Showing 541 - 550 of 1010 results for "Private wealth"

Macquarie merges private wealth businesses

KANIKA SOOD  |  THURSDAY, 17 MAY 2018
Macquarie Group is consolidating its private bank and private wealth businesses to concentrate its growth strategy on high net-worth (HNW) clients, a move it expects to affect advisers. HNW clients are already the exclusive focus of Macquarie's private ...

Kelly+Partners to build Melbourne presence

ALEX BURKE  |  WEDNESDAY, 16 MAY 2018
Kelly+Partners will open a Melbourne office in July and has appointed two people to lead its private wealth and accounting businesses there. The Melbourne office will be located at 333 Collins Street. The chartered accounting division will be led by ...

ASIC drags NSW adviser to court

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... Court this month. ASIC has commenced proceedings against Graeme Walter Miller and three related companies: CFS Private Wealth Pty Ltd, Combined Financial Solutions and BDM Asia Pacific Pty Ltd (formerly known as CFS Corporation Pty Ltd). ASIC said the ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
Robo-adviser Clover has partnered with a Melbourne-based private wealth firm to provide its proprietary online financial advice and wealth management technology. The white-label structure will see Collins House offer a digital advice service to clients ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
The boutique wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth ...

Fortnum lands investment veteran as chairman

KANIKA SOOD  |  THURSDAY, 5 APR 2018
Fortnum Private Wealth appointed a former Merrill Lynch chief economist to chair its investment and insurance committee. Joining Fortnum is Nigel Douglas. He has headed research at several top financial institutions in a career spanning 30 years. Douglas's ...

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
A blockchain-based private wealth platform that created China's first robo-advice solution appointed an ASX-listed corporate advisory firm for its initial coin offering (ICO). Bankorus, which now advises more than 200,000 high-net-worth investors representing ...

Kerr Neilson steps down as Platinum chief

ALEX BURKE  |  FRIDAY, 23 FEB 2018
... Platinum in 1994 with backing from George Soros. In an interview with Financial Standard sister publication FS Private Wealth, he described investing as being like "passive hunting." "It's great fun! So the key here is that you're always trying to outrun ...

BTFG names insurers on expanded APL

KARREN VERGARA  |  FRIDAY, 23 FEB 2018
... respond to advisers selecting a product outside the APL within one working day. BTFG general manager advice and private wealth, Jane Watts, said including AIA Australia and TAL followed a rigorous selection process that required independent input from ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... and Westpac (128). The non-institutional licensees that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from ...