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Showing 41 - 50 of 94 results for "Private Wealth Management"

Legg Mason appoints Sydney head from UBS

ALEX BURKE  |  MONDAY, 27 MAR 2017
... he was a managing director. Before that, he held the same role, as well as head of advice, at JBWere Private Wealth management. In his new position at the global multi-affiliate manager, Stovold will report to head of sales Beau Titchkosky, who said ...

VanEck expands investment lineup

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... team at Bank of America Merrill Lynch in London and has also held roles with Goldman Sachs JBWere in private wealth management. "We are delighted that Brett has joined the Australian business. We continue to grow our investment capabilities and expanding ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... working together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. 3. Focus on older men will kill financial planning The over-representation of over-50 ...

BT Private Wealth director joins accountancy firm

ALEX BURKE  |  TUESDAY, 11 OCT 2016
... Partners from BT Private Wealth Markets, where he was a director. Prior to that, he was a partner - private wealth management at Evans and Partners. He has also held senior private wealth roles at Deutsche Bank, Citigroup and WestLB. Kelly + Partners ...

Well-known advice firms merge

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... working together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. Evans & Partners executive chair, David Evans said: "Evans Dixon will see two powerful ...

IRESS integrates stockbroking tool

ALEX BURKE  |  WEDNESDAY, 31 AUG 2016
IRESS has integrated a stockbroking service into its Private Wealth Management platform. OpenMarkets will now provide clearing and execution services through the IRESS platform. This will enable advisers to generate bulk orders for client portfolios ...

Pinnacle director departs after Wilson acquisition

ALEX BURKE  |  MONDAY, 29 AUG 2016
... Bank Australia and the Centre for Independent Studies. He is also the former chair of Deutsche Bank's private wealth management business for Australia and New Zealand, an ex-director at ABC, the Australian Ballet and Channel Ten and a partner at Arnold ...

Financial services lend spotlight on nation's leading philanthropists

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
A former super fund chief executive, a technology venture capitalist, a private wealth management expert and a financial services company CEO joined forces to uncover some of the country's outstanding philanthropic initiatives. Former State Super chief ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
... extend our capability of simplifying complex investment administration needs of our family office and private wealth management clients and establish ourselves at the forefront in providing non-aligned, sophisticated wealth management solutions to our ...

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
... 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 outstanding ...