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Showing 651 - 660 of 1010 results for "Private wealth"

Financial services lend spotlight on nation's leading philanthropists

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
A former super fund chief executive, a technology venture capitalist, a private wealth management expert and a financial services company CEO joined forces to uncover some of the country's outstanding philanthropic initiatives. Former State Super chief ...

Fitzpatricks hires ex-ipac adviser to head up Adelaide practice

ALEX BURKE  |  TUESDAY, 3 MAY 2016
Fitzpatricks Private Wealth has appointed a senior adviser to head up the group's Adelaide office. Shane Case joins Fitzpatricks from ipac Canberra, where he was a client service manager. He established his own practice, Vickers Case & Associates in ...

JBWere and Moelis forge new research and distribution alliance

WHITNEY FITZSIMMONS  |  FRIDAY, 15 APR 2016
... executive Justin Greiner said: "We are committed to providing a market leading and differentiated service to our private wealth clients." "This alliance with Moelis Australia is another important step forward for our business, extending what is already ...

Shaw and Partners appoints three senior advisers

ALEX BURKE  |  TUESDAY, 23 FEB 2016
... including another two Macquarie veterans. Alasdair Burns and Greg Sadler have joined Shaw and Partners from Macquarie Private Wealth and Macquarie Equities respectively; both had been working at Macquarie for over 15 years each prior to making the move. ...

Financial Standard appoints deputy editor

ALEX BURKE  |  THURSDAY, 28 JAN 2016
... Standard's range of titles, including the Financial Standard newspaper, apps and magazines: FS Advice, FS Super, FS Private Wealth and FS Managed Accounts. "This year, we are also looking to ramp up our video content and we could not have found a more ...

JBWere announces UBS deal

ALEX BURKE  |  TUESDAY, 19 JAN 2016
JBWere has announced a strategic alliance with UBS focusing on improving its private wealth strategy services. This alliance (which is non-exclusive) will give Australian JBWere clients access to UBS research, equity deals and IPOs. "The alliance with ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
... Trust, we extend our capability of simplifying complex investment administration needs of our family office and private wealth management clients and establish ourselves at the forefront in providing non-aligned, sophisticated wealth management solutions ...

Spire Copper Rock small cap fund added to two platforms

MARK SMITH  |  THURSDAY, 17 DEC 2015
... including 13 Australian institutions, but Spire Capital has the remaining $300 million capacity available for the private wealth market with some licensees now including the fund in their model portfolios. "Copper Rock are a proven specialist in a sector ...

FPA charity names new chair

MARK SMITH  |  WEDNESDAY, 16 DEC 2015
... this month after two three-year terms as chair. Three new board members have also been appointed. They are MiQ Private Wealth director and practice principal Matthew Brown; ipac South Australia general manager and chair of the FPA's SA chapter Petra ...

Perpetual acquires private wealth firm

LAURA MILLAN  |  FRIDAY, 11 DEC 2015
Perpetual has acquired a wealth management firm specialised in serving professionals in the medical field. The acquisition involves Fintuition and all of its related brands, including The Private Practice and Skinner Macarounas. It follows a strategic ...