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Showing 41 - 50 of 89 results for "Wealth Advisory"

Perpetual expands risk advisory capabilities

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
... trusted brand and deep client relationships," Smith said. "As a business, we are looking to lead the market in wealth advisory, trustee and professional services in our targeted client segments." Smith said Perpetual is focused on accelerating growth ...

APRA hires from AustralianSuper

HARRISON WORLEY  |  MONDAY, 9 SEP 2019
... investment risk Craig Roodt left the regulator in December last year to head up Deloitte's investment and wealth advisory arm. His departure from AustralianSuper is less than a fortnight after the fund hired former Victorian Funds Management Corporation ...

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... end. It has traditionally managed equities funds for the wholesale investors but dipped its toes into private wealth advisory last year following demand from its investor base. At the same time, it is trying to tap retail investors through financial ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... its sights on listing later this year as part of an ongoing strategy to become one of Australia's largest wealth advisory firms. The group comprises three businesses: AD Financial Services, a dealer group formed to bridge the gap between its institutional ...

Global iShares lead promoted, successor named

JAMIE WILLIAMSON  |  FRIDAY, 11 JAN 2019
... 2004 to assist in the establishment of the Financial Markets Advisory Group. Succeeding Wiedman is head of US wealth advisory Salim Ramji, reporting to BlackRock president Rob Kapito. Ramji joined BlackRock in 2014 as global head of corporate strategy. ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... management both in Australian and overseas markets. The hires are Wilsons' latest effort in increasing their private wealth advisory team. Head of private wealth Paul Bryant said other "quality" advisers have joined the firm in the last three months. ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
... United States and in Canada," he said. "I think something like 35% of the CFA charterholders there are in private wealth advisory. That is a booming part of the industry." He said as Australia's superannuation pool swells and people dip in at retirement ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
An accounting and wealth advisory group is welcoming a new head of SMSF to establish a dedicated financial advice service. Omniwealth has appointed Stephen Hogg to lead a self-managed superannuation fund advice offering and implement a real-time reporting ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... four core divisions. InterPrac, valued at $12.38 million, added immediate scale to Sequoia's SMSF administration, wealth advisory and investment solutions divisions, the company said. In December 2017, Sequoia announced a number of strategic investments ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... Centric joint-chief executive role in 2010. Before Centric Wealth, Castensen was group managing director of private wealth advisory firm Berkley Group and head of broking investment services at Godfrey Pembroke. Castensen said: "It's wonderful to be ...