Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 691 - 700 of 1029 results for "Private Wealth"

ANZ senior manager leaves to set up consultancy

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... ANZ for two years. His experience in the financial services industry also includes over three years as head of private wealth investment research at Perpetual and nine years as head of research at van Eyk. ANZ's Office of the CIO is a division within ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... be involved in those buy and sell decisions. It's not so much a shift to new as a transgression from the old." Private wealth management firm Beulah Capital managing director Christian Ryan agrees that the growing use of the fee-for-service adviser remuneration ...

Shaw lands wave of Macquarie advisers

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... three ex-Macquarie advisers. Since restructuring as a holistic wealth management business and recruiting Macquarie Private Wealth North America chief executive Earl Evans, Shaw has appointed two other Macquarie veterans: adviser David Schmidt and analyst ...

IRESS sees profit in wealth management

DARREN SNYDER  |  THURSDAY, 20 AUG 2015
... to increased demand from integrated wealth management firms. We are currently working with a strong pipeline of private wealth opportunities [in the UK]." Walsh added IRESS' outlook included ongoing assessment of acquisition opportunities.

BlackRock boosts iShares sales team

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
... MSCI index sales. Prior to leaving Australia for the US, he held senior roles in relationship management and as a private wealth adviser. "He will be engaged across a broad range of investment disciplines including portfolio analysis and construction ...

Findex appoints former ANZ exec

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
... total alignment with the Findex philosophy." Findex has $17 billion in funds under advice and recently acquired private wealth firm Martin Goodrich & Associates. It also announced that life insurance policies recommended through its Centric Wealth and ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
Four senior executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth ...

Equity Trustees hires account manager

DARREN SNYDER  |  MONDAY, 10 AUG 2015
... demonstrated success in developing and executing distribution strategy across retail/wholesale, high net worth, private wealth and multi-manager markets," Weaving said. Akele joins Equity Trustees from Certitude Global Investments where he managed territories ...

Fitzpatricks growth burst all part of the plan

ALEX BURKE  |  FRIDAY, 7 AUG 2015
Recent high-profile adviser recruitments at Fitzpatricks Private Wealth are part of a "steady growth rate at a bigger scale," according to chief executive John Woodley. The past month has seen IOOF-aligned Main Street Financial Solutions and former ...

Independent advice licensee under ASIC radar

LAURA MILLAN  |  THURSDAY, 6 AUG 2015
... Australian Securities and Investments Commission (ASIC). The regulator has imposed new licence conditions on Sentinel Private Wealth following concerns over the company's compliance. An independent review commissioned by Sentinel identified compliance ...