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Showing 671 - 680 of 1057 results for "Private Wealth"

BTFG navigates wealth management headwinds

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
... last year. Excluding the sale, the division was still down 3% ($16 million) compared to the same time last year. Private Wealth income was higher than the correlating period last year, with average funds under management and funds under administration ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... Anthony D'Alessandro of Victorian based Required Financial Services. Practice of the Year was awarded to Lifetime Private Wealth of New South Wales and Samantha Robinson of Pursue Wealth took the title of Rising Star. Simon Lu and Christian Egan from ...

FOX appoints Australia/NZ market leader

ALEX BURKE  |  TUESDAY, 25 OCT 2016
... attract new members to our council peer group." FOX represents over 8,000 family leaders and advisers from 500 private wealth firms in 20 countries.

Two more Macquarie veterans join Shaw

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
... Partners has appointed two new advisers. The first, John Wardman, joins Shaw's Sydney office directly from Macquarie Private Wealth, where he spent 13 years. In an internal memo, Shaw and Partners head of private wealth and co-chief executive Earl Evans ...

NAB private wealth vet takes on key China relationship role

ALEX BURKE  |  MONDAY, 17 OCT 2016
A NAB Private manager specialising in high-net worth Asian clients has joined a wholesale private and institutional financial services provider. Helen Huang, previously a NAB branch manager and NAB Private client manager, has joined the SILC Group as ...

BT Private Wealth director joins accountancy firm

ALEX BURKE  |  TUESDAY, 11 OCT 2016
... firm Kelly + Partners has appointed a new senior client director. Trent Doughty joins Kelly + Partners from BT Private Wealth Markets, where he was a director. Prior to that, he was a partner - private wealth management at Evans and Partners. He has ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... Johns beat out competition from fellow finalists Jason Peterson from 5 Financial and Gary Spencer from Spencer Private Wealth. The other Practice of the Year finalists were Mediq Financial Services and Navwealth Financial Group.

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... advocate for women who run their own small business; and Lea Schodel, an award-winning financial adviser at MHP Private Wealth who is fast making a name for herself under her #mindfulwealthmovement initiatives. Rounding up the elite group were Patricia ...

Well-known advice firms merge

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... identities, working together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. Evans & Partners executive chair, David Evans said: "Evans Dixon will see ...