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Showing 51 - 60 of 89 results for "Wealth Advisory"

BlackRock boosts Australian distribution footprint

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... corporate and institutional banking. Jeannie Bredberg is a director for the retail client business, responsible for wealth advisory sales across Victoria, South Australia, Tasmania and Western Australia. Based in Melbourne, she reports to Stuart Dunn ...

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... organic growth the firm continues to enjoy, we will undoubtedly be prepared to invest in further high-quality wealth advisory businesses."

Ignition Wealth expands leadership team

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
... directors Peter Meurer, Tom Pockett, Claire Wivell-Plater and Peter Oakes who are all members of the Ignition Wealth Advisory Board. Ignition Wealth started it's European expansion last month with a new office in the Republic of Ireland, hoping to capitalise ...

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 ...

Sequoia announces acquisition

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... accounting services firm InterPrac. Interprac "will add immediate scale, in particular to the SMSF Administration, Wealth Advisory and Investment Solutions divisions," Sequoia said in a statement, valuing InterPrac to be worth $12.38 million. Following ...

Industry fund appoints two directors

EMMA RAPAPORT  |  TUESDAY, 16 MAY 2017
... investment committee. She was previously head of Citi's retail banking and wealth management business; head of private wealth advisory and specialised investments at NAB; and held national distribution roles with Macquarie Bank. Herlihy was appointed ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... dissatisfied with their role. Then there's their unique selling point (USP): Mosaic is one of less than 1% of US wealth advisory firms that currently have staff with the certified professional career coach (CPCC) or comparable coaching designation. This ...

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
Ascot Securities has strengthened its wealth advisory and institutional teams with six appointments. Joining the wealth advisory side of the business is Sean Sandilands, Timothy Radford and Henry Fung. Sandilands has more than 20 years' experience in ...

Lonsec offloads broking business

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
... and derivative transactions. In particular, we see a significant opportunity to support the growing trend of new wealth advisory firms being established by previous employees of large financial institutions." The stockbroking business will be transitioned ...

BT Private Wealth director joins accountancy firm

ALEX BURKE  |  TUESDAY, 11 OCT 2016
... has also held senior private wealth roles at Deutsche Bank, Citigroup and WestLB. Kelly + Partners is a private wealth advisory firm with more than 150 staff across 10 New South Wales offices. It offers audit, cloud accounting, compulsory acquisition ...