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Showing 711 - 720 of 1029 results for "Private Wealth"

Investors concerned smart beta lacks transparency

LAURA MILLAN  |  WEDNESDAY, 24 JUN 2015
... manage a total of a,-3.3 trillion ($4.7 trillion), 78% were institutional investors and about 19% belonged to the private wealth management sector.

Westpac adviser sets up private wealth firm

LAURA MILLAN  |  THURSDAY, 11 JUN 2015
A Westpac financial adviser has left the group to start his own private wealth firm, licensed under Securitor. David Simon has set up Integral Private Wealth, which will provide wealth management services under BT Financial Group-owned Securitor. Simon ...

Top bankers get together for pro bono venture

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... Peter Cooper, the Liberman family, Tracey Ryan and the Werdiger family. For more family office, philanthropy and private wealth stories checkA FS Private Wealth

Family office fintech solutions on the rise: IRESS

LAURA MILLAN  |  MONDAY, 1 JUN 2015
... for themselves, which means that they will need more sophisticated tools," she said. For more family offices and private wealth stories checkA FS Private Wealth

Old families make way for self-made billionaires

LAURA MILLAN  |  WEDNESDAY, 27 MAY 2015
... entrepreneurship in the US and Europe drove the first wave of innovation in modern history." For more family offices and private wealth stories check FS Private Wealth

Senior executives come in threes for Koda

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
Independent private wealth management firm Koda Capital recently appointed three experienced executives from Macquarie Bank and Morgan Stanley. The appointments include Charles Moore and Simon Duckett from Macquarie Bank and Mark Pollasky from Morgan ...

BTFG posts solid result

MARK SMITH  |  MONDAY, 4 MAY 2015
... Panorama, is resonating with advisers and their clients," the company's chief executive Brad Cooper said. BTFG's private wealth division saw revenue grow 13% while its global investment service has reached $1.3 billion since it was launched in 2012. ...

Sacked Macquarie advisers still in the industry

LAURA MILLAN  |  TUESDAY, 21 APR 2015
Some of the 11 Macquarie Private Wealth (MPW) advisers who were made redundant because they gave improper advice are currently employed in other financial planning firms, Macquarie chief executive Nicholas Moore said. Speaking at a Senate Economics ...

Another marquee hire for Rainmaker

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
... brands including Rainmaker Information, SelectingSuper, SelectAdviser, Financial Standard, FS Advice, FS Super, FS Private Wealth, FS Managed Accounts and FS CPD.

Vantage launches SMSF-ready private equity fund

MARK SMITH  |  TUESDAY, 7 APR 2015
... strong support from local SMSFs, family offices and small institutional investors, as well as clients of Perpetual Private Wealth and other financial planning and advisory firms nationally. The group expects to close the fund to new investors by mid- ...