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Showing 701 - 710 of 1057 results for "Private Wealth"

Shaw and Partners appoints three senior advisers

ALEX BURKE  |  TUESDAY, 23 FEB 2016
... including another two Macquarie veterans. Alasdair Burns and Greg Sadler have joined Shaw and Partners from Macquarie Private Wealth and Macquarie Equities respectively; both had been working at Macquarie for over 15 years each prior to making the move. ...

Financial Standard appoints deputy editor

ALEX BURKE  |  THURSDAY, 28 JAN 2016
... Standard's range of titles, including the Financial Standard newspaper, apps and magazines: FS Advice, FS Super, FS Private Wealth and FS Managed Accounts. "This year, we are also looking to ramp up our video content and we could not have found a more ...

JBWere announces UBS deal

ALEX BURKE  |  TUESDAY, 19 JAN 2016
JBWere has announced a strategic alliance with UBS focusing on improving its private wealth strategy services. This alliance (which is non-exclusive) will give Australian JBWere clients access to UBS research, equity deals and IPOs. "The alliance with ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
... Trust, we extend our capability of simplifying complex investment administration needs of our family office and private wealth management clients and establish ourselves at the forefront in providing non-aligned, sophisticated wealth management solutions ...

Spire Copper Rock small cap fund added to two platforms

MARK SMITH  |  THURSDAY, 17 DEC 2015
... including 13 Australian institutions, but Spire Capital has the remaining $300 million capacity available for the private wealth market with some licensees now including the fund in their model portfolios. "Copper Rock are a proven specialist in a sector ...

FPA charity names new chair

MARK SMITH  |  WEDNESDAY, 16 DEC 2015
... this month after two three-year terms as chair. Three new board members have also been appointed. They are MiQ Private Wealth director and practice principal Matthew Brown; ipac South Australia general manager and chair of the FPA's SA chapter Petra ...

Perpetual acquires private wealth firm

LAURA MILLAN  |  FRIDAY, 11 DEC 2015
Perpetual has acquired a wealth management firm specialised in serving professionals in the medical field. The acquisition involves Fintuition and all of its related brands, including The Private Practice and Skinner Macarounas. It follows a strategic ...

Two IPAC advisers join independent firm

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
Independent advice firm Fitzpatricks Private Wealth has recruited two senior advisers from IPAC to its AFSL in Victoria. Bev Manallack and Heather Boughton join the company on 7 December from IPAC and will operate out of Fitzpatricks' Collins Street ...

Shaw and Partners appoints another Macquarie vet

ALEX BURKE  |  TUESDAY, 24 NOV 2015
... Stockbroking, and of the 17 hires reported in Financial Standard since July - including former chief executive of Macquarie Private Wealth North America Earl Evans, who joined as head of private wealth - 11 have held positions at Macquarie.

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... Financial Planning Association (FPA) awarded its top accolade, the FPA CFP Professional of the Year Award, to a Visis Private Wealth adviser. Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high professional ...