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Showing 6451 - 6460 of 9288 results for "wealth"

OneVue shuffles reporting lines ahead of IPO

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
... of operations for platform services and will be based in Sydney. McCallum, who has more than 20 years of experience in wealth management, operations, product development and platforms, said Macciocca and Pereira will enhance operational capabilities ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
... financial advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based Redgum Wealth Group will see managedaccounts.com.au now have more than $1 billion in assets under ...

Premium Wealth adds QLD boutique practice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Premium Wealth Management has added Queensland-based practice Total Solutions Group to its dealer group membership base. Total Solutions Group is the advice arm of Save on Tax accounting firm and was born to service the financial and lending needs of ...

HNW adviser starts real return investment association

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Former Fitzpatricks Private Wealth general manager Philip Reid has set up the Association of Real Return Investment Advisers (ARRIA) as a forum where advisers can share strategies and meet fund managers. ARRIA held its first round table in Sydney in ...

Rubik appoints head of sales

LAURA MILLAN  |  FRIDAY, 14 MAR 2014
... provider has appointed Trent Fitzgerald as Rubik national head of sales. He will focus on increasing the adoption of Rubik's wealth solutions across financial advice and institutional wealth segments. Fitzgerald has 15 years' experience within the financial ...

NAB and Deutsche Bank extend custody relationship

ALICE URIBE  |  THURSDAY, 13 MAR 2014
... Deutsche Bank is a global bank, providing products and services in investment, corporate and retail banking, asset and wealth management, and transaction banking. It has operated in Australia since 1973 and has offices in Sydney and Melbourne. The new ...

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
Former NAB Private Wealth adviser Sarah Hackney has launched a new open architecture independent advice platform, called Full Circle Wealth Management. The new business, backed by former Ellerston Capital chief executive Glenn Poswell, is aimed primarily ...

Weatherhead to leave Rice Warner for AustralianSuper

ALICE URIBE  |  THURSDAY, 13 MAR 2014
... spokesperson, Weatherhead will start at the fund at the end of March. Weatherhead has over 30 years' experience within the wealth management industry and in the field of insurance experience in advising underwriting and claims management teams on optimising ...

Perpetual appoints fixed income analyst from Deutsche Bank

LAURA MILLAN  |  TUESDAY, 11 MAR 2014
... market and she will be supporting Perpetual's team, which currently manages $5.2 billion in fixed income assets. "Anne has a wealth of experience in credit markets and having a team member 100 per cent research focussed will allow us to broaden our coverage ...

ClearView launches online health reward system

LAURA MILLAN  |  FRIDAY, 7 MAR 2014
ClearView Wealth has launched a program that gives discounts on insurance policies to clients who prove that they take care of their health. The ClearView online version of the initiative was launched only a day after a major insurance group announced ...