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Showing 61 - 69 of 69 results for "Wealth Partners"

FPA announces CFP award winner

ALEX BURKE  |  WEDNESDAY, 8 JUL 2015
... Planning Association of Australia (FPA) has announced the winner of its third Gwen Fletcher Memorial Award. Apt Wealth Partners head of advice and director John Moran received the award - named after the financial planning pioneer - for performing the ...

Magellan sees "real tensions" in launching ASX-listed fund

LAURA MILLAN  |  WEDNESDAY, 17 SEP 2014
... with the Perpetual Equity Investment Company Limited and Moelis Australia Asset Management (MAAM) with the Global Wealth Partners Fund.

Global Wealth Partners to launch fund on ASX

MARK SMITH  |  MONDAY, 11 AUG 2014
... Moelis Australia Asset Management (MAAM) has launched an initial public offering of ordinary shares in Global Wealth Partners Fund (GWP) as a first step toward listing the fund on the Australian Securities Exchange (ASX) on 26 September 2014. Sunrise ...

Bennelong WP creates CIO position

HARRY PAGE  |  THURSDAY, 27 FEB 2014
Bennelong Wealth Partners, has appointed George Nassios to the newly created role of chief investment officer. He will report to Bennelong Wealth Partners chief executive Fiona Rowland. Nassios was previously the chief investment officer for Deutsche ...

Crystal Wealth appoints former Multiport CEO

LINDA HAUSKEN  |  MONDAY, 6 AUG 2012
Boutique financial advisory and investment management firm Crystal Wealth Partners has named former Multiport chief executive John McIlroy as company director and shareholder. Prior to joining Crystal Wealth Partners, McIlroy was the founder of SMSF ...

Crystal Wealth launches managed account solution

BEN COLLINS  |  WEDNESDAY, 16 MAY 2012
Crystal Wealth Partners has launched a unified managed account solution developed with specialist provider and AMP subsidiary Multiport. Called the Crystal Wealth Managed Account Service, it provides Crystal Wealth's clients with eight model portfolio ...

Crescent Wealth partners with US fund manager

CLAIRE MCGREAL  |  FRIDAY, 24 FEB 2012
Australian Islamic fund manager Crescent Wealth has partnered with US Islamic fund manager Saturna Capital to manage its soon to be launched international equity fund. Saturna Sdn Bhd, which is licensed as a fund manager in Malaysia and owned by Saturna ...

Infocus awards advisers

ELISE BURGESS  |  MONDAY, 8 NOV 2010
... Ayesha Brine and Jamie Panelli from Infocus Adelaide (Norwood) Excellence in Business: Rod Baker from Business & Wealth Partners The Evolution Award: Michael Berinson and Rod Stark from Active Wealth Managers Outstanding Team Member: Nancy Lee, Infocus ...

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... A, Christopher Heppingstone from Lifetime Financial Group - Behavioural Change A, Rebecca Newton from Prestige Wealth Partners - Pro-bono A, Joe Formica from Progressive Financial Solutions - Pre-Retirement Planning A, Shane Boettcher from Prism Financial ...
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