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Showing 751 - 760 of 1057 results for "Private Wealth"

NAB to face Senate grilling over advice scandal

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
... Commission, noted that the Economics Committee has unveiled scandals at Commonwealth Financial Planning, Macquarie Private Wealth and now NAB thanks to information provided by consumers and whistleblowers. "We urge people who have been clients of AMP ...

Two advisers join Koda Captial as partners

MARK SMITH  |  TUESDAY, 3 MAR 2015
Newly formed private wealth management firm Koda Capital has appointed two key advisers. Ben Andreou, former director and adviser to a number of high net worth clients in the private clients business of PricewaterhouseCoopers Sydney, has joined as director ...

Law firm targets disgruntled advice clients using Twitter

LAURA MILLAN  |  FRIDAY, 20 FEB 2015
... crisis and that the firm has been involved in major cases such as the ones affecting Commonwealth Bank and Macquarie Private Wealth clients. But he noted that inquiries are coming from all sides of the spectrum, with clients from small practices also ...

ASIC ends Macquarie EU but sees gaps in advice files

LAURA MILLAN  |  FRIDAY, 13 FEB 2015
... the coming months does not show improvement by Macquarie's advice arm. Kell refused to reveal how many Macquarie Private Wealth (MPW) advisers are being investigated and said that ASIC is "in a critical phase on this investigation." He added that MPW ...

Rainmaker expands its investment capability with key appointment

MARK SMITH  |  TUESDAY, 10 FEB 2015
... brands including Rainmaker Information, SelectingSuper, SelectAdviser, Financial Standard, FS Advice, FS Super, FS Private Wealth, FS Managed Accounts and FS CPD.

DomaCom appoints state manager

MARK SMITH  |  THURSDAY, 5 FEB 2015
... building DomaCom's funds under management." One of the AFSLs to approve the DomaCom Fund is Queensland-based Sentinel Private Wealth. The company hopes to follow this up soon with a fractional equity release product for property owners looking to extract ...

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
... use it. "We are still watching it, I think it is not at a point where it has reached its critical mass," Visis Private Wealth adviser Stephen Godfrey said. He explained that the main reason he does not use mFund is because "there is not a big enough ...

Andrew Hewison takes over Hewison Private Wealth

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
Andrew Hewison has taken over the role of managing director at Hewison Private Wealth, while current managing director and founder John Hewison will become the firm's chairman. As chairman, John Hewison will oversee strategic matters for the business ...

Equip appoints new member director

ALEX BURKE  |  FRIDAY, 16 JAN 2015
... member director Trevor Birkbeck's retirement last year. Simon previously served as partner and executive director, private wealth management at Goldman Sachs/JB Were. "We are extremely pleased to have attracted someone of Jane's calibre and expertise ...

Steve Tucker and Paul Heath launch HNW business

JAMES FERNYHOUGH  |  WEDNESDAY, 10 DEC 2014
Former MLC chief executive Steve Tucker and former JBWere chief executive Paul Heath have launched a new private wealth management firm, Koda Capital. Privately funded by private equity players and former wealth industry executives, Koda Capital will ...