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Showing 51 - 60 of 90 results for "Private Wealth Management"

Koda Capital nabs more JBWere execs

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
Newly-established private wealth management firm Koda Capital has appointed two partners from National Australia Bank-owned (NAB) JBWere. Koda Capital was established late last year by former MLC chief executive Steve Tucker and former JBWere chief ...

Two advisers join Koda Captial as partners

MARK SMITH  |  TUESDAY, 3 MAR 2015
Newly formed private wealth management firm Koda Capital has appointed two key advisers. Ben Andreou, former director and adviser to a number of high net worth clients in the private clients business of PricewaterhouseCoopers Sydney, has joined as director ...

Equip appoints new member director

ALEX BURKE  |  FRIDAY, 16 JAN 2015
... director Trevor Birkbeck's retirement last year. Simon previously served as partner and executive director, private wealth management at Goldman Sachs/JB Were. "We are extremely pleased to have attracted someone of Jane's calibre and expertise to our ...

Steve Tucker and Paul Heath launch HNW business

JAMES FERNYHOUGH  |  WEDNESDAY, 10 DEC 2014
... Former MLC chief executive Steve Tucker and former JBWere chief executive Paul Heath have launched a new private wealth management firm, Koda Capital. Privately funded by private equity players and former wealth industry executives, Koda Capital will ...

Wilson HTM to split funds management, stockbroking arms

LAURA MILLAN  |  TUESDAY, 28 OCT 2014
... staff," Wilson HTM said in response to a story in the Australian Financial Review. The group's head of private wealth management Brad Gale has been proposed as acting chief executive of the relevant entities of the Wilson HTM securities business. The ...

Movers and shakers

Surprise exit for van Eyk asset consulting team Van Eyk's three person asset consultant team has left the company, the company has confirmed. Head of asset consulting Jonathan Ramsay and asset consultants Fil Andronaco and Jonathan Tolub resigned their ...

CIO to step aside as EQT shifts focus

MARK SMITH  |  FRIDAY, 15 AUG 2014
Equity Trustees chief investment officer George Boubouras is to leave the company following a review of its strategic approach and the priorities for its asset management function. Dr Paul Kasian, currently head of equities at Equity Trustees, will ...

Dalton Nicol Reid appoints CEO from JBWere

HARRY PAGE  |  FRIDAY, 21 MAR 2014
... investment team would buy out his share holdings over a three year period White was most recently JBWere Private Wealth Management's head of advice. Prior to this, White was joint managing director and chief executive for HFA Asset Management (now Certitude ...

$1.5 billion given away by PAFs since launch

MARK SMITH  |  THURSDAY, 23 JAN 2014
... on the sector. The PAF report, titled 'Private Ancillary Funds After 12 Years', was produced by the private wealth management firm's Philanthropic Services division. It is the first of its kind in Australia and charts the evolution of the structured ...

JBWere names new chief investment officer

MARK SMITH  |  THURSDAY, 17 OCT 2013
... strategy and will oversee the tactical asset allocation, product and security selection for JBWere's private wealth management, institutional and not-for-profit client portfolios. Wright has been in the wealth management industry for more than 23 years ...