Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 80 results for "Wealth Services"

Equity Trustees renews custody mandate

ALLY SELBY  |  WEDNESDAY, 4 DEC 2019
... mandate with State Street Corporation for custodial and investment administration services of its Equity Trustees wealth services funds. The new agreement will see State Street provide custody, fund accounting, regulatory reporting, compliance and tax ...

AMP combines business units, appoints new boss

KANIKA SOOD  |  THURSDAY, 10 OCT 2019
... Ferrari said the integration of the wealth management and banking teams will assist in providing more holistic wealth services. The move follows Sally Bruce stepping down as AMP Bank's chief executive, effective November 1. The new entity will be ...

Former Deutsche director joins EQT

HARRISON WORLEY  |  MONDAY, 30 SEP 2019
... investment specialist in its asset management team, with a remit to work closely with its philanthropy and trustee wealth services teams to service for-purpose organisations and charitable trusts. Most recently a director of institutional sales at Deutsche ...

Netwealth FUA, adviser numbers rise

KARREN VERGARA  |  MONDAY, 19 AUG 2019
A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion. Financial results for the ...

Sydney advice firm loses AFSL

KANIKA SOOD  |  FRIDAY, 5 JUL 2019
... advice firm has had its AFSL cancelled by ASIC after an initial suspension period. ASIC earlier put Australasia Wealth Services and Management in suspension saying the firm had failed to obtain membership of the Australian Financial Complaints Authority ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... head of markets at NAB Private Wealth. Hamilton has held the roles of NAB Private Wealth's general manager wealth services and head of Goldman Sachs JB Were Private Wealth Management. The S&P/ASX Midcap 50 index has gained more than 11% since the ...

Macquarie Capital appoints group co-heads

KANIKA SOOD  |  FRIDAY, 3 MAY 2019
... fees earned on the range of business and financial services products and services including deposits, Australian wealth services and platforms. Macquarie attributed the 6% dip to lower brokerage income as Macquarie realigned its wealth advice business ...

Two new faces join SMSF Association board

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... more than 30 years' experience in the financial services industry. He is also executive director of Strategic Wealth Services and non-executive director of Evergreen Consultants as well as chair of Eltham College. Houlihan said: "I have always been a ...

ASIC suspends advice group AFSL

ELIZABETH MCARTHUR  |  THURSDAY, 2 MAY 2019
... has suspended the Australian financial services licence of a Sydney-based financial advice group. Australasia Wealth Services and Management failed to obtain membership of the Australian Financial Complaints Authority (AFCA), therefore breaching its ...

Superannuation fund drops fees

KARREN VERGARA  |  TUESDAY, 23 APR 2019
... from 30 March 2019. CareSuper said its former DIO provider is withdrawing from the market in mid-2019. "OneVue Wealth Services Limited will offer a new-look DIO online portal with a reduced monthly DIO administration fee for members," it said. CareSuper ...