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Showing 781 - 790 of 1057 results for "Private Wealth"

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

IOOF appoints Perpetual exec to head Bridges

MARK SMITH  |  TUESDAY, 24 JUN 2014
... recently general manager of private clients. During his time with Perpetual he was also acting group executive for private wealth and head of retail sales. As chief executive, Langton will be responsible for setting the strategy for future growth within ...

BT named 'Outstanding Institution' for HNW investors

JAMES FERNYHOUGH  |  FRIDAY, 20 JUN 2014
BT Financial Group has won a string of accolades for its private wealth business at the 2014 Australian Private Banking Awards held in Sydney last night. Most prominent among the five awards was 'Outstanding Institution' for high net worth (HNW) customers ...

EQT appoints Equipsuper CFO to head new division

LAURA MILLAN  |  THURSDAY, 12 JUN 2014
... Equity Trustees' (EQT) new superannuation trustee office. In his new role, John Rodd will report to EQT head of private wealth services Geoffory Rimmer. Rodd has over 30 years' experience in financial services and will head a team of seven people based ...

Australia among the big guns in millionaire stakes

MARK SMITH  |  WEDNESDAY, 11 JUN 2014
... households, putting the country 14th in the global league tables, just ahead of India. The figure comes from the latest private wealth survey from management consultant, the Boston Consulting Group. Leading the charge in the millionaire stakes were the ...