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Showing 731 - 740 of 1057 results for "Private Wealth"

Nikko AM appoints head of private wealth

LAURA MILLAN  |  FRIDAY, 17 JUL 2015
Nikko Asset Management Australia has appointed a head of private wealth to oversee the firm's relationships with independent financial advisers. Naomi Finnigan joins Nikko AM from Mason Stevens, where she was director of distribution and adviser services. ...

Shaw on recruitment drive after restructure

ALEX BURKE  |  THURSDAY, 9 JUL 2015
... around providing independent financial planning, estate planning, insurance and philanthropic services. Shaw head of private wealth (and former Macquarie Private Wealth North America chief executive) Earl Evans described the rebrand as "more than veneering ...

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
... planning, insurance and philanthropic services. Central to this new strategy was the February appointment of head of private wealth Earl Evans, who was formerly chief executive of Macquarie Private Wealth North America. Evans also sits on Shaw's board ...

IOOF advice firm jumps ship to Fitzpatricks

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... advice firm licensed under IOOF-owned Lonsdale has changed dealer groups and moved to non-aligned Fitzpatricks Private Wealth. Hobart-based Main Street Financial Solutions is licensed under Fitzpatricks starting July 1, 2015, principal Charles Badenach ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
Findex Group has acquired Melbourne-based accounting and financial advice firm Martin Goodrich & Associates (MGA). MGA will be relocated to the Crowe Horwath's Melbourne offices but will retain its branding "during a transition phase," according to ...

Advisers waiting on the sidelines with smart beta

LAURA MILLAN  |  MONDAY, 29 JUN 2015
... Interest in and Requirements for Smart Beta ETFs' report, which gathered views from 222 institutional investors and private wealth advisers in Europe. The survey found that 88% of the respondents think that smart beta indices require full transparency ...

Cost cuts put research at risk

DARREN SNYDER  |  MONDAY, 29 JUN 2015
... interests of clients." Boutique advice group Stanford Brown, which specialises in serving the medical sector and private wealth clients, said an excessively aggressive focus on cost reduction among wealth groups could undermine the very thing they are ...

Wilson HTM shareholders approve acquisition

LAURA MILLAN  |  FRIDAY, 26 JUN 2015
... Craigs Investment Partners (40%) and Deutsche Bank (20%). Wilson HTM Securities and Advisory will look after WIG's private wealth, corporate advisory, institutional equities and research divisions. At the same time, Wilson HTM created the role of head ...

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 ...