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Showing 631 - 640 of 1057 results for "Private Wealth"

New global head for Russell Investments

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... Blair, she also served as a senior portfolio manager for 10 years and led the firm's investment counselling and private wealth management committee. Prior to that, Seitz held senior portfolio management roles with Concord Investment Company and NationsBank. ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing director, Praescius Financial Group ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing director, Praescius Financial Group ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ...

Grant Thornton appoints private wealth head

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
Grant Thornton strengthened its private wealth advisory capabilities with the appointment of an investment manager to lead its Australian private wealth business. Former Myer Family Company client director, private wealth and family office Edward Draydon ...

AMP Capital appoints independent directors

KARREN VERGARA  |  FRIDAY, 21 JUL 2017
... joining Suncorp, he spent six years at Perpetual as a chief financial officer as well as the group executive for private wealth. His governance experience with ASX-listed and private company boards include ME Bank and the Australian Bankers' Association ...

Aussie hedge fund seeking $300m for retail IPO

ALEX BURKE  |  THURSDAY, 20 JUL 2017
... concentrated portfolio of global listed securities. VGI Partners was established in 2008 and to date has targeted the private wealth market; as above, it manages $1.1 billion for about 250 high-net-worth individuals, family offices and endowments. With ...

Family offices partner for major US acquisition

ALEX BURKE  |  THURSDAY, 22 JUN 2017
... US. The Domus Multifamily Real Estate Fund (Domus), along with Los Angeles-based Geringer Capital and Australian private wealth investors, made the acquisition for US$174 million (including refurbishment). Australian boutique advisory group LS Global ...

Macquarie team joins Shaw and Partners

ALEX BURKE  |  THURSDAY, 22 JUN 2017
Shaw and Partners is bringing over a team of seven from Macquarie Private Wealth to manage a new Canberra office. Stephen Johnson will lead the new Canberra team along with fellow Macquarie veterans Rod Sutherland, Tom Kenyon, Penny Ponder, Neil Robertson ...

Equity Trustees appointed RE to multinational group

EMMA RAPAPORT  |  FRIDAY, 16 JUN 2017
... multinational financial services group operating in Australia which recently launched two equity funds. Sanlam Private Wealth Australia, formerly known as Calibre Investment, launched the SPW Global High Quality Fund and Wenlock Global Fund in Australia ...