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Showing 751 - 760 of 1031 results for "Private wealth"

CIO to step aside as EQT shifts focus

MARK SMITH  |  FRIDAY, 15 AUG 2014
... corporate and private clients. Its businesses include asset management, distribution, responsible entity appointments, private wealth managements, and corporate and personal superannuation.

Macquarie forced to contact all advice clients for remediation

LAURA MILLAN  |  FRIDAY, 15 AUG 2014
... Equities Limited (MEL) must contact all clients who received advice from its financial planning arm, Macquarie Private Wealth (MPW), going back to 2004 following action from the regulator. Under the enforceable undertaking (EU) in place since January ...

Blue Sky reveals asset allocation of first alternatives LIC

MARK SMITH  |  THURSDAY, 14 AUG 2014
... alternatives in Australia, and in fact globally. The Blue Sky Alternatives Access Fund gives financial planning, private wealth, SMSF and retail investors the ability to invest in alternative assets through an ASX-listed structure that is more readily ...

Claims against advice arm have no factual basis: Macquarie

LAURA MILLAN  |  MONDAY, 4 AUG 2014
... statement. Macquarie has so far rebuked all concerns about compliance failings and bad advice within Macquarie Private Wealth. However, the Senate Economics Committee final report of ASIC inquiry flagged "systemic failings of compliance" within Macquarie ...

NAB CEO rejigs executive team

LAURA MILLAN  |  FRIDAY, 1 AUG 2014
... Mentis has 27 years' experience in investment banking and wealth management and was executive general manager of NAB private wealth for more than five years. She will be replacing Joseph Healy, who has decided that "now is the appropriate time to leave ...

Macquarie tight-lipped on EU details

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
Macquarie Group said that the Macquarie Private Wealth enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC) is "on track," but refused to give more details about the process. An investor presentation made public ...

Macquarie rebukes advice, compliance concerns

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... surveillance of other financial advice businesses that have recently been a source of concern, such as Macquarie Private Wealth." The document referred to lending practices between 2002 and 2010 within Macquarie Equities Limited and Macquarie Private ...

Inquiry has Macquarie Private Wealth in its sights

MARK SMITH  |  FRIDAY, 27 JUN 2014
Macquarie Private Wealth is in the firing line with the Senate Economics Committee inquiry recommending ASIC undertake "intensive surveillance" of the company in its recently released report. The organisation was referred to by name in one of the Senate ...

Senate report, a turning point for advice industry

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... surveillance of other financial advice businesses that have been a source of concern, and mentions specifically Macquarie Private Wealth. Read the full Senate Economics Committee report into ASIC here Read all Financial Standard coverage of the ASIC ...

Credit Suisse named best UHNW bank in Australia

MARK SMITH  |  THURSDAY, 26 JUN 2014
... Nima Tambyah Outstanding Associate Award: Westpac Private Bank - Josephine Woodroffe Outstanding Analyst Award: BT Private Wealth - George Toubia