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| | | ... the boutiques' investment capabilities. Prior to joining BT, Pereira was head of product sourcing at Macquarie Private Wealth. Scott Thomas has joined as account manager and will be a key contact for with BTIM's key financial planning dealer group and ... |
| | | | ... Rising Star Award was presented to Geoff Walley, branch principal at Baulkham Hills while the branch Rising Star Awards for Wealth Management went to Robina for general insurance, Boban Jurisic at Sydney CBD for life/risk insurance and Mount Isa for ... |
| | | | ... Higgins has seven years of investment and financial services experience in areas including adviser distribution, private wealth, investment banking and strategy. Her most recent position was at Perpetual Investments within the Private Wealth division ... |
| | | | ... a release, including in developing strategies for employee benefit programs, personal savings products, retirement and wealth management. |
| | | | ... UK-based team will be Helene Williamson, with 15 years' experience in the sector. Her team of four will be supported by the wealth management firm's Hong Kong-based analysts, who will provide knowledge and insights from the hub of Asia. The new team ... |
| | | | ... portfolio manager for an inflation-linked bond portfolio at GIC Asset Management, a subsidiary of Singapore's sovereign wealth fund. She also worked as a director of fixed income research at Barclays Capital, where she developed the firm's US inflation-linked ... |
| | | | ... ethical and professional standards, financial reporting and analysis, economics, asset classes, portfolio management and wealth planning. Those aspiring to the charter spend more than 300 hours studying to prepare for each level of exams, the Institute ... |
| | | | ... offices to its primary research provider lists. Zenith was selected as the national research provider for RetireCare Personal Wealth Management advice firm and its four offices across Melbourne. The long-term financial and retirement advice practices ... |
| | | | Just 12 months and three weeks after taking the top job, John Van Der Wielen has resigned from ANZ Wealth as managing director to move to UK group, Friends Life. Friends Life brings together the UK operations of Friends Provident and the life assurance ... |
| | | | ... their businesses, a strategic advisory firm has said. Hunts' Group Consulting, which gives strategic growth advice to the wealth management industry, knows how to market financial planning businesses. It recently guided Sydney-based advisory firms Chatswood ... |
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