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Showing 7531 - 7540 of 9290 results for "wealth"

Deutsche Bank appoints Merrill private wealth head

MATT WOODINGTON  |  FRIDAY, 24 JUN 2011
Chris Selby will become Deutsche Bank's new head of private wealth management in Australia, joining from Bank of America Merrill Lynch, whose own wealth management interests were transferred to Evans and Partners last year. Selby joins Deutsche Bank ...

Tax agreement between Aus and Liechtenstein

ELISE BURGESS  |  THURSDAY, 23 JUN 2011
Tax avoiders can no longer flee to high net wealth haven Liechtenstein after it and Australia have signed a tax information exchange agreement (TIEA), building stronger economic and trading ties between the two nations. Liechtenstein is the 28th jurisdiction ...

Perpetual transitions team around Sevior

ELISE BURGESS  |  THURSDAY, 23 JUN 2011
... return. McKinnon said that while it is natural for the departure of someone of Sevior's calibre to raise questions, the wealth management juggernaut has shown in the past its strength during transition periods. "We are known across the retail space for ...

Macquarie Private Bank scoops up Merrill Lynch MD

ALISON BEVEGE  |  THURSDAY, 23 JUN 2011
... Office and worked as a director and regional branch manager of private banking. Eric Schimpf, head of Macquarie Private Wealth said he would bring a wealth of knowledge and expertise to Macquarie. "We see a fantastic opportunity in continuing to bring ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... evident. "In the short term, we see a great opportunity to enhance this business by concentrating on the intergenerational wealth transfer market among existing client family clusters," he said. The Trust Company reported operating net profit after tax ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...

AMP wins $113m new mandate

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
... Blackrock and LSV Asset Management. It is welcome news for AMP Capital Investors after April's Morningstar downgrade of the wealth management firm's Sustainable Share Strategy to the lowest category of "avoid" following the loss of sustainable funds ...

van Eyk calls for pay for ratings disclosure

PRESS RELEASE  |  FRIDAY, 17 JUN 2011
... ratings listed in the Statement of Advice should also be disclosed," said van Eyk CEO Mark Thomas. "This would be akin to a wealth warning to unsuspecting investors whose default assumption is independence between product promoter/manufacturer and the ...

Govt to refund super tax for 3.5 million

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
... Shorten said. "We call on the Coalition to end their mindless opposition to this far-reaching policy that will build the wealth of 3.5 million low income Australians by $1.75 billion over the forward estimates," said Shorten. The changes are detailed ...

Super the nation's best money aggregator

ALEX DUNNIN  |  THURSDAY, 16 JUN 2011
Super funds aggregate wealth better than the stock market and it's time the nation harnessed that firepower, said Garry Weaven, chair of Industry Funds Management. Speaking at an IFM superannuation forum yesterday, Weaven said it's the job of trustees ...