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Showing 41 - 50 of 90 results for "Private Wealth Management"

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 ...

Shaw and Partners appoints foundation members

LAURA MILLAN  |  TUESDAY, 13 OCT 2015
... build long term relationships with charitable partners. The committee members include the firm's head of private wealth management Earl Evans, chief operating officer and chief financial officer Dan Jowett, head of compliance Steve Arnison and head of ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... involved in those buy and sell decisions. It's not so much a shift to new as a transgression from the old." Private wealth management firm Beulah Capital managing director Christian Ryan agrees that the growing use of the fee-for-service adviser remuneration ...

Investors concerned smart beta lacks transparency

LAURA MILLAN  |  WEDNESDAY, 24 JUN 2015
... total of a,-3.3 trillion ($4.7 trillion), 78% were institutional investors and about 19% belonged to the private wealth management sector.

Senior executives come in threes for Koda

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
Independent private wealth management firm Koda Capital recently appointed three experienced executives from Macquarie Bank and Morgan Stanley. The appointments include Charles Moore and Simon Duckett from Macquarie Bank and Mark Pollasky from Morgan ...