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Showing 581 - 590 of 1010 results for "Private wealth"

BT Financial Group merges wealth businesses

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
BT Financial Group has consolidated its financial advice and private wealth divisions, removing the general manager of advice role. BTFG's existing client-facing advice and private wealth businesses will now work together as the newly created Advice ...

Madison FG appoints governance head from ANZ

ALEX BURKE  |  FRIDAY, 29 SEP 2017
... governance and professional standards. Kirsten Lynn joins Madison from ANZ Private, where she was an associate private wealth adviser. Prior to that, she was a legal officer for merits review and decisions at the Office of the Australian Information ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... Australian Philanthropic Services and Atrium Investment Management, as well as a non-executive director of Fitzpatrick Private Wealth, non-executive director of Global Value Fund Limited, Antipodes Global Investment Company Limited and Argo Investments ...

New global head for Russell Investments

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... Blair, she also served as a senior portfolio manager for 10 years and led the firm's investment counselling and private wealth management committee. Prior to that, Seitz held senior portfolio management roles with Concord Investment Company and NationsBank. ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing director, Praescius Financial Group ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing director, Praescius Financial Group ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ...

Grant Thornton appoints private wealth head

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
Grant Thornton strengthened its private wealth advisory capabilities with the appointment of an investment manager to lead its Australian private wealth business. Former Myer Family Company client director, private wealth and family office Edward Draydon ...

AMP Capital appoints independent directors

KARREN VERGARA  |  FRIDAY, 21 JUL 2017
... joining Suncorp, he spent six years at Perpetual as a chief financial officer as well as the group executive for private wealth. His governance experience with ASX-listed and private company boards include ME Bank and the Australian Bankers' Association ...

Aussie hedge fund seeking $300m for retail IPO

ALEX BURKE  |  THURSDAY, 20 JUL 2017
... concentrated portfolio of global listed securities. VGI Partners was established in 2008 and to date has targeted the private wealth market; as above, it manages $1.1 billion for about 250 high-net-worth individuals, family offices and endowments. With ...