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Showing 61 - 70 of 94 results for "Private Wealth Management"

CIO to step aside as EQT shifts focus

MARK SMITH  |  FRIDAY, 15 AUG 2014
Equity Trustees chief investment officer George Boubouras is to leave the company following a review of its strategic approach and the priorities for its asset management function. Dr Paul Kasian, currently head of equities at Equity Trustees, will ...

Dalton Nicol Reid appoints CEO from JBWere

HARRY PAGE  |  FRIDAY, 21 MAR 2014
... investment team would buy out his share holdings over a three year period White was most recently JBWere Private Wealth Management's head of advice. Prior to this, White was joint managing director and chief executive for HFA Asset Management (now Certitude ...

$1.5 billion given away by PAFs since launch

MARK SMITH  |  THURSDAY, 23 JAN 2014
... on the sector. The PAF report, titled 'Private Ancillary Funds After 12 Years', was produced by the private wealth management firm's Philanthropic Services division. It is the first of its kind in Australia and charts the evolution of the structured ...

JBWere names new chief investment officer

MARK SMITH  |  THURSDAY, 17 OCT 2013
... strategy and will oversee the tactical asset allocation, product and security selection for JBWere's private wealth management, institutional and not-for-profit client portfolios. Wright has been in the wealth management industry for more than 23 years ...

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 ...