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Showing 551 - 560 of 1028 results for "Private Wealth"

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC Financial Planning. Fogarty will succeed John Woodley who ...

Advice and stock broking firm fined $35k

HARRISON WORLEY  |  WEDNESDAY, 13 JUN 2018
An advice and stockbroking firm offering services to institutional and private wealth investors has copped a $35,000 fine to comply with an infringement notice served by the markets disciplinary panel. The markets and disciplinary panel believed Wilsons ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution for Fitzpatricks' current MDA offering. Fitzpatricks group managing director ...

AMP Capital appoints new chair

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... Bank's chief executive, having joined Suncorp as group chief financial officer in 2010. He was also group executive private wealth at Perpetual and corporate advisory services manager at PwC. AMP Capital also appointed Debra Hazelton as a non-executive ...

Perpetual names interim chief

KARREN VERGARA  |  FRIDAY, 8 JUN 2018
... September 24. Adams was named the successor of Geoff Lloyd, who joined Perpetual in 2010 as group executive of private wealth and was promoted two years later to chief executive and managing director. Before Perpetual, Lloyd was general manager of advice ...

Nikko AM creates lead diversity role

JAMIE WILLIAMSON  |  THURSDAY, 7 JUN 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. Signing ...

Alternatives specialist boosts leadership

HARRISON WORLEY  |  TUESDAY, 29 MAY 2018
... internally, having served as marketing director since February 2017. Brooks will head up the firm's marketing and private wealth divisions, having previously served as vice president of marketing during her 17 year career at American Express in Australia. ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
... both the IPS technology platform and the talented client focused team we have servicing our clients. As advice and private wealth sectors adjust to a new normal, IPS' unique position in the market will only become stronger," Caser said. "IPS has strong ...

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 ...