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Showing 51 - 60 of 77 results for "Wealth Services"

Equity Trustees net profit up 28pct, execs get bonuses

KANIKA SOOD  |  WEDNESDAY, 22 AUG 2018
... the year was $19.7 million. Managing director Mick O'Brien said all divisions performed well: trustee and wealth services revenue was up 11%, corporate trustee and fund services was up 10%. "The industry trend clearly favours Equity Trustees' ...

Kelly+Partners to build Melbourne presence

ALEX BURKE  |  WEDNESDAY, 16 MAY 2018
... Albert family offices. The private wealth division will be led by Andrew Johnson. He is currently director private wealth services in Victoria and South Australia for BT Private Wealth. Before BT, he worked at UBS Investment Bank in London, Singapore ...

EQT eyes global expansion

KARREN VERGARA  |  MONDAY, 28 AUG 2017
... manager numbers increased from 96 to 110, while the number of funds went up by 25% to 264. Meanwhile its trustee and wealth services (TWS) arm, which provides private client, philanthropic and superannuation services, is well placed to capitalise on ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement for 10 years. At NAB, Kennedy was responsible for creating ...

Equity Trustees flags acquisition

ALEX BURKE  |  MONDAY, 12 DEC 2016
... September and October, with the goal of "more clearly [defining] management of the businesses within trustee and wealth services (TWS) and [simplifying] a number of operational functions."

EQT appoints Rio Tinto super exec

ALEX BURKE  |  TUESDAY, 6 DEC 2016
... September and October, with the goal of "more clearly [defining] management of the businesses within trustee and wealth services (TWS) and [simplifying] a number of operational functions." As a result of the changes, TWS executive general manager Geoff ...

Rimmer departs in EQT management shake-up

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
... these new changes, according to EQT, is to "more clearly define management of the businesses within trustee and wealth services (TWS) and simplify a number of operational functions." To achieve this, executive general manager of private clients Ian Westley ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... leverage from our strong brand, scale across branches and brokers and strength in our key geographies to accelerate wealth services revenue penetration." Youkhana has also previously overseen the strategic and business operations of NAB Private Wealth's ...

EQT creates new division, appoints head

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
... superannuation trustee and support capabilities to superannuation funds," said EQT executive general manager, trustee and wealth services Geoffory Rimmer. Commenting on Blair's appointment, he added, "Mr Blair's background will ensure effective alignment ...

PwC appoints SMSF specialist

DARREN SNYDER  |  WEDNESDAY, 16 DEC 2015
... to PwC's Private Clients' core service offering, which includes tax and business services, family advisory and wealth services." Westover joins PwC from Chartered Accountants Australia and New Zealand (CA ANZ), where she spent six years as head of superannuation. ...