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Showing 61 - 70 of 163 results for %22Private Wealth Network%22

Former Aberdeen duo back with Sydney boutique

KANIKA SOOD  |  FRIDAY, 7 AUG 2020
... experts. Full-time hires are not a priority at the moment. Bishop was most recently employed at Gresham,but left after its private debt strategy did not get traction with institutionals who were looking for a product with greater yield, that the team ...

Now is the time to step up: FEW

JAMIE WILLIAMSON  |  THURSDAY, 30 APR 2020
... have featured the likes of IOOF chief executive Renato Mota, OneVue managing director Connie McKeage and Hewison Private Wealth director Andrew Hewison. The sessions have proved so popular, FEW Connect now has over 1200 subscribers logging in each week ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Wealth management platform WealthO2 has appointed a national business development manager, set to build awareness of the quickly growing service. Former Lonsec senior BDM, Greg Schapkaitz, has nabbed the newly created role, and will report directly ...

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... $28.2 billion in funds under management at March, 2018. The partnership extends Cashwerkz's footprint in the private wealth space. "We are very excited to be announcing this agreement with JBWere, one of Australia's leading private wealth management ...

Wealth manager promotes from within

ALLY SELBY  |  THURSDAY, 30 JAN 2020
... Brazier had been integral to the firm's leadership team during his time at the firm. "Ben has been elemental to the firm's private business and family advisory (PBFA) leadership team for many years," it said. "He excels in providing management consulting ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... Partners has been recognised as the Certified Financial Planner of the Year, while Perth's Capital Partners Private Wealth Advisers has taken home the title of Professional Practice of the Year for 2019. Congratulating Dunbar on his win, FPA chief ...

IRESS wins technology mandate

KANIKA SOOD  |  TUESDAY, 19 NOV 2019
... management and custody of US $35 billion across the world. In Australia, it provides wealth management, institutional and private client stockbroking, online trading, corporate finance, investment research and funds management services.

Sovereign wealth fund plans Ancestry.com retreat

KANIKA SOOD  |  FRIDAY, 16 AUG 2019
... pull out over $1.3 billion from popular DNA testing company Ancestry.com, according to a news report. Singapore's GIC and private equity firm Silver Lake Management acquired stakes in the company in May 2016 valuing it at US $2.6 billion. But they are ...

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
Fitzpatricks Private Wealth added another practice to its growing network. Fitzpatricks told Financial Standard it bought a stake in Perth-based Stewart Symonds & Partners, representing 38 new advisers who have joined. It is one of seven new practices ...

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... launched a private label SMA on HUB24. The SMA was formed in partnership with boutique wealth management firm Bridge Private Wealth. The models portfolios called Elston Bridge, offer a range of multi-asset class, diversified SMAs built around a large-cap ...