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Showing 51 - 60 of 163 results for %22Private Wealth Network%22

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... Last week, Godfrey Pembroke firm Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from the MLC Wealth dealer group in November. Further to this, CountPlus flagged that ...

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... the merger with IOOF. Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
... Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was also heading up the firm's private wealth business. ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... under a different model and will remain separate from the new Connectus Wealth Advisers network. Brady & Associates is a private client wealth management and accounting advisory practice headquartered in Sydney. "We are very pleased to have joined Connectus," ...

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... owner, partner-driver growth opportunities. It has undertaken six acquisitions in FY21 to date including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and confirmed its "strong pipeline" of firms to acquire. "This ...

CountPlus adds former MLC practice

KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
... has added new financial advice firm to the fold that was part of MLC's Godfrey Pembroke for 19 years. Ascent Private Wealth joined CountPlus as a member firm, leaving the MLC dealer group shortly after it was acquired by IOOF. Melbourne-based practice ...

SASB appoints Australian advisor

JAMIE WILLIAMSON  |  WEDNESDAY, 11 NOV 2020
... director at Fairtrade Australia & New Zealand, Food Frontier, the Australian Legal Sector Alliance, and Private Wealth Network. He also works with the Climate Disclosure Standards Board and the Global Forum on Sustainability and is chair of Group of ...

Ord Minnett acquires E.L. & C. Baillieu

ELIZA BAVIN  |  FRIDAY, 6 NOV 2020
... Announced yesterday, Ord Minnett said the acquisition will strengthen it as one of Australia's largest, independent private wealth firms. "We felt this acquisition was a strong strategic and cultural fit with Ord Minnett," Ord Minnett chief executive ...

AMP valued at $1.85 per share

ELIZA BAVIN  |  MONDAY, 2 NOV 2020
... including large and complex businesses and divisions thereof, that may supplement or offer adjacencies to its core Credit, Private Equity and Real Estate grounds and which often includes making non-binding indicative proposals." "As publicly disclosed ...

PwC appoints wealth services MD

ANNABELLE DICKSON  |  THURSDAY, 29 OCT 2020
The former ANZ Private Bank head of private advisory has jumped to PwC to take on the role of managing director: wealth services, private clients. Luke McCann headed private advisory at ANZ Private Bank for six months prior to which he was national ...