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Showing 61 - 70 of 90 results for "Private Wealth Management"

Paul Heath resigns as JBWere CEO

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
... permanent replacement. Heath has headed JBWere for eight years and has led the company through the strategic private wealth management alliance formed with NAB in 2009. "It has been a privilege to be part of JBWere for the past 19 years," Heath said. ...

Hunter Hall founder targets instos and SMSFs

MARK SMITH  |  MONDAY, 24 JUN 2013
... diversifying its offering. Altair will announce additional staff members in due course. "The combination of private wealth management and an institutional process is unique, and a different skill set to that provided by many smaller fund managers that ...

EQT creates private wealth management role

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
Equity Trustees has created the role of national manager of advice and personal services and appointed Julie Foster, as part of its expansion of the private wealth services business. Foster will be responsible for Equity Trustees advice services, including ...

Global bond melt-down on cards: Harris Fraser

MARK SMITH  |  THURSDAY, 17 JAN 2013
... unemployment and 2.5% inflation. Ignored by economists and the financial press, Harris Fraser's head of private wealth management Marc Geary says this move has hastened the prospect of an interest rate rise in the US. "The market and the Fed are anticipating ...

Family office and HNW clients overlook best cash deposit rates

MARK SMITH  |  FRIDAY, 14 DEC 2012
... particular rate. This is not conducive to getting the best possible rate for the client," said Geary, head of private wealth management at Harris Fraser. "Often there is also a custody or 'third-party' fee on top of the reduced deposit rate. Right now ...

FS Private Wealth launches

RACHEL DAVIS  |  TUESDAY, 29 MAY 2012
... Wealth hopes to provide the information they need to do that, as well as inform them on other aspects of private wealth management," said Page. FS Private Wealth is the third title in the Financial Standard Journal Series, following the launches of FS ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
Synchron's Melbourne-based private wealth management firm, Wealth Enhancers is recruiting for their new Sydney-based boutique office to be headed by former UBS equity trader Wade Tink. Tink, a graduate of Synchron's NextGen program, left UBS to join ...

Franklin Templeton hires ex-INGIM head

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
... its product positioning. In addition to his role at INGIM, McKay was previously managing director of a private wealth management firm, managing director for the Garrisons Group at Challenger and head of retail business and group product management at ...

JBWere wealth head resigns

ELISE BURGESS  |  FRIDAY, 5 AUG 2011
... director roles across the JBWere business. Back in July 2009, NAB acquired 80.1% of Goldman Sachs JBWere's private wealth management business in Australia and New Zealand for $99 million. The new majority owned wealth advisory business operates on behalf ...

AMP embeds AXA management into new structure

MATT WOODINGTON  |  FRIDAY, 22 JUL 2011
... Helmich. Likewise, Andrew Waddell will continue to manage AXA's unaffected financial advice network. AMP private wealth management will be embedded into ipac, whose managing director Neil Swindell stays in charge. Jack Regan continues to lead AFS New ...