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Showing 5711 - 5720 of 9286 results for "wealth"

Shaw and Partners appoints another Macquarie vet

ALEX BURKE  |  TUESDAY, 24 NOV 2015
... Stockbroking, and of the 17 hires reported in Financial Standard since July - including former chief executive of Macquarie Private Wealth North America Earl Evans, who joined as head of private wealth - 11 have held positions at Macquarie.

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... Financial Planning Association (FPA) awarded its top accolade, the FPA CFP Professional of the Year Award, to a Visis Private Wealth adviser. Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high professional ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... NAB/MLC group, and the move towards the salaried side of financial planning. It was the emergence of a greater presence of wealth in banking." When Fog moved into NAB, he became an assistant state manager, but he cautions that this was for a "smaller ...

Cbus appoints former AMP Capital chief

ALEX BURKE  |  FRIDAY, 20 NOV 2015
... execution. Cbus Property is an outstanding and very successful example of that." Cbus chair Steve Bracks said Dunne's "wealth of experience, his strategic understanding and his interest in long-term, sustainable investment will be a great acquisition ...

Sovereign wealth funds banking on Aussie innovation

DARREN SNYDER  |  FRIDAY, 20 NOV 2015
Sovereign wealth funds are leading investment in the Australian private equity and venture capital industry, contributing 26% of new fundraising in the past financial year. Not only did overseas investors jump on Australian entrepreneurs in 2015, they ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... Speaking at the Financial Planning Association (FPA) Professionals Congress in Brisbane, CBA executive general manager of wealth management advice Marianne Perkovic said that "not only can financial advice help to improve financial security, it also ...

JBWere announces three senior appointments

DARREN SNYDER  |  THURSDAY, 19 NOV 2015
... and HSBC. Also joining JBWere as general manager advice is Neville Azzopardi. He brings more than 20 years' experience in wealth management and private banking both in Australia and overseas. Neville was most recently the national head of markets at ...

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... across to all businesses in the group. Under the new model, Findex businesses including Crowe Horwath accountants, Centric Wealth, Financial Index Wealth Accountants, Prescott Securities, CIVIC Financial Planning and the MOVO online investment advice ...

CalPERS sells $4.2bn in real estate assets

LAURA MILLAN  |  TUESDAY, 17 NOV 2015
... than US$100 billion worth of property. At the same time, Norges Bank Investment Management, the world's largest sovereign wealth fund, released a report analysing real estate as an asset class. The fund said that "the vast majority of academic studies ...

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
... "Current director Paul Burgon will move into the role of managing director in line with his extensive experience in private wealth management in investment houses such as Goldman Sachs JBWere and Investec Private Bank," Lipman explained. "Paul is an ...