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Showing 661 - 670 of 1010 results for "Private wealth"

Two IPAC advisers join independent firm

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
Independent advice firm Fitzpatricks Private Wealth has recruited two senior advisers from IPAC to its AFSL in Victoria. Bev Manallack and Heather Boughton join the company on 7 December from IPAC and will operate out of Fitzpatricks' Collins Street ...

Shaw and Partners appoints another Macquarie vet

ALEX BURKE  |  TUESDAY, 24 NOV 2015
... Stockbroking, and of the 17 hires reported in Financial Standard since July - including former chief executive of Macquarie Private Wealth North America Earl Evans, who joined as head of private wealth - 11 have held positions at Macquarie.

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... Financial Planning Association (FPA) awarded its top accolade, the FPA CFP Professional of the Year Award, to a Visis Private Wealth adviser. Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high professional ...

JBWere announces three senior appointments

DARREN SNYDER  |  THURSDAY, 19 NOV 2015
... to be flexible, innovative and dynamic," Greiner said. "We want to deliver on our mission to build a world-class private wealth business." JBWere has more than $45 billion in assets under advice and is the premium wealth brand of the NAB Group.

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
... "Current director Paul Burgon will move into the role of managing director in line with his extensive experience in private wealth management in investment houses such as Goldman Sachs JBWere and Investec Private Bank," Lipman explained. "Paul is an ...

Macquarie set to pay $14m to advice clients

LAURA MILLAN  |  MONDAY, 2 NOV 2015
... industry because it reviews advice given by Macquarie financial planners going back to 2 March 2004, when Macquarie Private Wealth (MPW) obtained its Australian financial services license (AFSL). Overall, Macquarie Group reported a net profit after tax ...

ANZ private wealth sees digital growth

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
ANZ's private wealth division has recorded profit growth of 15% for the 2015 financial year on the back of a continued approach to "customer focused investment solutions." Releasing its 2015 full year results today, ANZ said funds under management (FUM) ...

Shaw and Partners appoints more institutional execs

LAURA MILLAN  |  WEDNESDAY, 21 OCT 2015
... institutional equities, Marlon Freeman as head of equity capital and as many as 10 advisers including former Macquarie Private Wealth North America chief executive Earl Evans and Macquarie veterans David Schmidt and analyst Cameron Duncan.

Nikko AM grows distribution team

LAURA MILLAN  |  THURSDAY, 15 OCT 2015
... commitment to better understand and to comprehensively service the needs of independent financial advisers and the private wealth market," Nikko AM managing director Sam Hallinan said. The new appointments follow recent recruits Eddy Schipper, Rob Bluzmanis ...

Shaw and Partners appoints foundation members

LAURA MILLAN  |  TUESDAY, 13 OCT 2015
Shaw and Partners has set up a committee for its charitable foundation and appointed 12 private wealth advisers and executives to the new division. The advice firm established the foundation in June this year and will aim at encouraging staff and clients ...