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Showing 711 - 720 of 1057 results for "Private Wealth"

JBWere announces three senior appointments

DARREN SNYDER  |  THURSDAY, 19 NOV 2015
... to be flexible, innovative and dynamic," Greiner said. "We want to deliver on our mission to build a world-class private wealth business." JBWere has more than $45 billion in assets under advice and is the premium wealth brand of the NAB Group.

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
... "Current director Paul Burgon will move into the role of managing director in line with his extensive experience in private wealth management in investment houses such as Goldman Sachs JBWere and Investec Private Bank," Lipman explained. "Paul is an ...

Macquarie set to pay $14m to advice clients

LAURA MILLAN  |  MONDAY, 2 NOV 2015
... industry because it reviews advice given by Macquarie financial planners going back to 2 March 2004, when Macquarie Private Wealth (MPW) obtained its Australian financial services license (AFSL). Overall, Macquarie Group reported a net profit after tax ...

ANZ private wealth sees digital growth

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
ANZ's private wealth division has recorded profit growth of 15% for the 2015 financial year on the back of a continued approach to "customer focused investment solutions." Releasing its 2015 full year results today, ANZ said funds under management (FUM) ...

Shaw and Partners appoints more institutional execs

LAURA MILLAN  |  WEDNESDAY, 21 OCT 2015
... institutional equities, Marlon Freeman as head of equity capital and as many as 10 advisers including former Macquarie Private Wealth North America chief executive Earl Evans and Macquarie veterans David Schmidt and analyst Cameron Duncan.

Nikko AM grows distribution team

LAURA MILLAN  |  THURSDAY, 15 OCT 2015
... commitment to better understand and to comprehensively service the needs of independent financial advisers and the private wealth market," Nikko AM managing director Sam Hallinan said. The new appointments follow recent recruits Eddy Schipper, Rob Bluzmanis ...

Shaw and Partners appoints foundation members

LAURA MILLAN  |  TUESDAY, 13 OCT 2015
Shaw and Partners has set up a committee for its charitable foundation and appointed 12 private wealth advisers and executives to the new division. The advice firm established the foundation in June this year and will aim at encouraging staff and clients ...

More Macquarie advisers flock to Shaw

ALEX BURKE  |  MONDAY, 21 SEP 2015
Shaw and Partners (Shaw) has appointed five more Macquarie veterans just weeks after the private wealth firm hired three others from the financial services giant. Former Macquarie Private Wealth Victorian state manager Malcolm Cameron has taken on the ...

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 ...