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Showing 41 - 50 of 126 results for "Barret"

AZ NGA makes acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
AZ NGA has acquired a wealth management firm in Melbourne as it signals plans to expand in Victoria. AZ NGA made a strategic investment in Matthews Steer Accountants and Advisors, a firm established in 1990 with six partners and 50 staff. "In Melbourne's ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
Financial advisers looking to sell their business in the midst of COVID-19 would be wise not to accept discounted offers, with experts saying the pandemic has barely touched the market. Speaking with Financial Standard, Radar Results founder John Birt ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
AZ Next Generation Advisory (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven ...

WTW boosts Australian leadership team

ELIZA BAVIN  |  MONDAY, 2 MAR 2020
Willis Tower Watson has announced two major leadership appointments in its Australian team. Nick Barrett has been named as the new head of Investment strategy, effective immediately. Barrett will be responsible for delivering asset allocation advice ...

Cbus veteran moves to APRA

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
A superannuation industry veteran with over 20 years of experience working at Cbus has jumped to the regulator. Angela Thurstans was head of governance (company secretary) and compliance at Cbus and is now risk specialist, governance at the Australian ...

GAM sacks investment director

JAMIE WILLIAMSON  |  FRIDAY, 22 FEB 2019
GAM Investments confirmed fixed income investment director Tim Haywood was dismissed for "gross misconduct" following an internal investigation. And he's appealing the decision. In August 2018, Haywood was at the centre of an investigation that ...

GAM chief executive steps down

JAMIE WILLIAMSON  |  WEDNESDAY, 7 NOV 2018
Alex Friedman has stepped down as chief executive of GAM effective immediately, with the group saying its next stage of evolution would be best served by new leadership. The latest development in what has been a tough few months for the Swiss-based ...

Colonial First State awards $168 million mandate

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
Colonial First State has awarded a $168 million mandate to a global $48 billion manager. UBS Asset Management Australia's property securities team has been selected to manage the mandate. Comprising portfolio manager David Scott and analyst Pat Barrett ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
AZ Next Generation Advisory has acquired a financial planning firm established in 1983. Dunsford Financial Planning (DFP) is led by Mark Dunsford and based in Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also ...

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE  |  THURSDAY, 2 NOV 2017
An AZ Next Generation Advisory subsidiary has acquired a $284 million client book, bringing the group's total assets under advice to more than $6 billion. Wise Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was ...