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Showing 61 - 70 of 77 results for "Wealth Services"

Equity Trustees lifts profit 12%

MARK SMITH  |  FRIDAY, 29 AUG 2014
... full year following the acquisition of ANZ Trustees. The purchase of the business, now known as Equity Trustees Wealth Services, for around $150 million in July almost doubled EQT's market capitalisation to around $400m and put the company amongst the ...

EQT appoints Equipsuper CFO to head new division

LAURA MILLAN  |  THURSDAY, 12 JUN 2014
... 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 in Sydney ...

Equity trustees beds down ANZ Trustees with new appointment

ALICE URIBE  |  MONDAY, 19 MAY 2014
... capability is needed to meet the requirements to take on the ANZ Trustees business," Equity Trustees head of private wealth services Geoffory Rimmer said. Pupelis will be responsible for overseeing the development of an in-house capability in these categories ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
... advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based Redgum Wealth Group will see managedaccounts.com.au now have more than $1 billion in assets under administration ...

BT announces upgrades to ageing Wrap platform

MARK SMITH  |  FRIDAY, 14 FEB 2014
... how customers build, manage and protect their wealth. The upgrades are aimed at further integrating banking and wealth services offering single sign-on, mobile access and transactional capabilities to customers and advisers. The 'simplified and consolidated' ...

Women hit with double burden on retirement savings

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
... their parents later in their life. "Women are being hit with a double burden," Equity Trustees head of Private Wealth Services Geoffrey Rimmer said. While there has been an intense debate over the fact that women pause contributions to their superannuation ...

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... a huge impact on the clients' finances [and social security eligibility]," said Geoff Rimmer, head of private wealth services for the group. The division brings under a single shop the most important aspects of aged care: accommodation, investment and ...

EQT appoints interim CIO

LAURA MILLAN  |  WEDNESDAY, 24 APR 2013
... "We will review the structure of the business once we know about the results of the offer," EQT head of Private Wealth Services Geoff Rimmer said. "Because of the takeover, it is premature to make a permanent appointment." The offer is scheduled to close ...

EQT creates private wealth management role

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
... 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 its aged care advisory and placement ...

ETSL appoints superannuation chair

BEN COLLINS  |  TUESDAY, 14 AUG 2012
... announced a few months ago our intention to restructure our business so that ETSL becomes part of a broader private wealth services business, along with our private client trustee, wealth management and aged care advisory activities, and the appointment ...