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Showing 611 - 620 of 1010 results for "Private wealth"

Myer Family Company appoints CIO

ALEX BURKE  |  TUESDAY, 7 FEB 2017
... with the appointment of Justin Rooney as head of global market strategies. Before MFCo, Rooney was director of private wealth markets at BT Financial Group and head of institutional equities sales trading at CBA. In addition to investment hires, MFCo ...

Altair hires distribution GM

ALEX BURKE  |  MONDAY, 6 FEB 2017
... roles include global head of financial services BPO at Siemens and a directorship at Accenture. Altair evolved from private wealth company Parker Asset Management, which was launched by former Hunter Hall principal Philip Parker in 2000. The business ...

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
... cover story on Countplus chair Barry Lambert in the latest edition of Financial Standard's sister publication FS Private Wealth, CountPlus was listed in 2010 shortly before CBA's acquistion of Count Financial. After CBA sold its stake in cloud-based ...

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
... disappeared, but it was pretty rugged and unprofessional." The full article appears in the latest edition of FS Private Wealth - The Journal of Family Office Investment. You can access the article here.

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... identity, 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 ...

HSBC expands private wealth business

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
HSBC Australia head of private banking Hayden Matthews will lead a new Sydney office dedicated to the global bank's growing high net worth and family office client base. The private banking expansion comes with HSBC's anticipation that Australia's high ...

Former Sentinel adviser slapped with ban

KERRIE SYDEE  |  THURSDAY, 17 NOV 2016
ASIC has banned a financial adviser and former authorised representation of Sentinel Private Wealth from providing financial services for five years. Stephen Beckton, who was a representative of Sentinel from September 2013 to October 2015, was banned ...

Reversionary pension and CGT changes supported

DARREN SNYDER  |  WEDNESDAY, 16 NOV 2016
... their affairs for the new transfer balance cap are welcomed." SuperConcepts executive manager, SMSF technical and private wealth, Graeme Colley told a recent Challenger Financial Standard Technical Services Forum that the transitional arrangements also ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... wealth management firm to launch a private label managed account. The platform provider has teamed up with Cardena Private Wealth to offer a variety of multi-asset, objectives-based models which utilise dynamic asset allocation to achieve client objectives. ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
... advisers as their clients worry about what the US election-driven market turbulence means to them. Fitzpatricks Private Wealth senior financial adviser Leonard Gennusa, said the firm expects to send out an email update to clients in the next 24 hours ...