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Showing 41 - 50 of 107 results for "Wealth Advisory"

Wilsons adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
... an office in Canberra earlier this year. As such, Tim Anderson and Richard Taylor joined Wilsons' private wealth advisory team.

Grant Thornton sells private wealth division

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... and Perresini will be joined by several Grant Thornton employees. "The Private Wealth team provides specialist wealth advisory services to high-net-worth individuals and family offices," a spokesperson for Grant Thornton said. "Our decision to sell this ...

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
... in September of last year. Prior to Australian Unity, Chan was an authorised representative of Grant Thornton Wealth Advisory from October 2008 to July 2016. In reaching its decision, ASIC said Chan prioritised his company receiving commissions over ...

Frontier hires from UK partner

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
... trustees on strategic asset allocation, manager selection and governance matters. He was also a member of the wealth advisory team and head of manager research for regional equity sector. Prior to LCP, Green was a senior investment analyst at Willis ...

Perks names investment chair

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
... director from associate director last year. Perks is South Australia's largest privately-owned accounting and wealth advisory firm with over $1 billion in funds under management.

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... Speaking at the Self-managed Superannuation Fund Association (SMSFA) National Conference, Deloitte director of wealth advisory practice Mark Ryan explained reflecting on the lessons of the Royal Commission brings forth ideas for the future of advice ...

Westpac prioritises risk management

KARREN VERGARA  |  WEDNESDAY, 17 FEB 2021
... of several units are progressing. This included the sale of Westpac General Insurance, Westpac Pacific and NZ Wealth advisory; returning 300 out of 1000 offshore jobs to Australia and ending its relationship with IOOF.

Wilsons starts Canberra office

KANIKA SOOD  |  MONDAY, 8 FEB 2021
... financial advisers based in the region join from Elston. Tim Anderson and Richard Taylor have joined Wilsons' private wealth advisory team, which is headed by Paul Bryant. "I am thrilled to be establishing an office in Canberra with the calibre and quality ...

BlackRock to buy equity index firm

KARREN VERGARA  |  MONDAY, 30 NOV 2020
... preferences across all asset classes. BlackRock said it will operate Aperio as a separate brand within its US wealth advisory business. Aperio will retain its investment, business development, client service, and ESG-SRI processes under the leadership ...

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR  |  MONDAY, 28 SEP 2020
... Macready has stepped into a new role. He has joined the investment committee of Paua Wealth Management, a boutique wealth advisory firm. Macready has been recognised as an industry leader in impact investing, bolstering Christian Super's impact strategy ...