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Showing 551 - 560 of 1052 results for "private wealth"

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 ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Professional of the Year is Michael Carmody of Viva Wealth; James McFall of Yield Financial Planning; and VISIS Private Wealth's Chris Smith. Meanwhile, Eureka Whittaker Macnaught, VISIS Private Wealth and Wotherspoon Wealth are nominated for the FPA ...

Powerwrap appoints head of operations

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... high-net-worth clients. Bringing about 20 years' experience in financial services, Hartnett's knowledge of the Australian private wealth management industry adds further strength to the management team, Powerwrap chief executive Will Davidson said. "Andrew ...

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... Devlin to its Melbourne office. In the newly-created role, Devlin will develop key relationships in the Australian private wealth market, acting as Warrakiri's head of family office and independent financial advisers (IFAs). In his most recent role ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... restructure anticipated to be complete by November this year. In October 2017, BTFG consolidated its advice and private wealth divisions. At the time the group said the restructure was part of a wider strategy to maintain pace with the rapidly evolving ...

Platform providers crack S&P/ASX 300

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
... FY21. Perpetual's slide comes after its FY18 results showed total NPAT grew 2% over the previous year. Perpetual's private wealth and corporate trust business jumped segment profits (before tax) by 14% and 16% respectively but the investments business' ...

Gonski asks philanthropists to have more heart

DARREN SNYDER  |  THURSDAY, 6 SEP 2018
... said. For more articles like this, go to www.fsprivatewealth.com.au or subscribe to our free monthly newsletter, FS Private Wealth.

Perpetual reports $140m profit, investments business dips

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
Perpetual has delivered a net profit after tax of $140 million for the financial year, as its private wealth and corporate trust units jumped in profits and the investments business dipped. The total NPAT is up 2% over FY17. Perpetual Investments profit ...