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Showing 551 - 560 of 1010 results for "Private Wealth"

Commonwealth Bank recruits Suncorp executive

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
... new chief operating officer. Prior to that, Clime Investment Management appointed Maria Greensill as its head of private wealth. She joined Clime IM from Suncorp where she was manager, financial planning operations.

Fortnum recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
Fortnum Private Wealth is welcoming a former chief executive of Centric Wealth to its ranks. Glen Castensen joins in an executive position reporting directly to Fortnum managing director Neil Younger. He was most recently a financial services consultant ...

Advice firm enters insurance market

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... Melbourne financial advice firm launched its own personal risk insurance offering. New and existing clients of Hewison Private Wealth can now obtain life, TPD, income protection and trauma insurance, free from commissions. Clients that take out policies ...

Fortnum manager becomes planning coach

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... more than 30 years' financial services experience and most recently was the business growth manager at Fortnum Private Wealth. Other senior roles for Little include managing director at Henry Financial Group for eight years, and at Synergy Financial ...

Lead portfolio manager named for new international LIC

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
... professional financial bodies, and to the community as a supporter of charitable foundations." PROFILE: Read the FS Private Wealth cover story on Geoff Wilson Governor-General Sir Peter Cosgrove said Australia Day was a day "to recognise inspiring every-day ...

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
Clime Investment Management named the head of its private wealth division and flagged the development of interstate offices in an investor update. Maria Greensill was previously manager, financial planning operations at Suncorp. Before that, she was ...

Legalsuper appoints new client service manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
The former head of compliance at Fitzpatricks Private Wealth is taking on a new role at legalsuper. Ragnhild Sky joins as client service manager for the ACT region. Before Fitzpatricks, she was a senior compliance manager at St George and a senior financial ...

Ophir appoints new portfolio manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
... funds, family offices and private investors. Andrew Mitchell was recently profiled in the latest edition of FS Private Wealth. You can read the cover story here.

Money managers eye household debt

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... while prices have been going up, volatility has become and remained exceptionally low," he says. TownsendCobain private wealth adviser Tim Townsend agrees, saying he has been warning clients to prepare for a shift. "We're 10 years into a bull market ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... diversity in the workplace may well ring true on a local level as well, given women held 30% of the total global private wealth in 2016 - a figure that is expected to grow by 7% each year. If numbers from the US are anything to go by, female advisers ...