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Showing 791 - 800 of 1031 results for "Private wealth"

Women hit with double burden on retirement savings

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
... caring for 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 ...

Morningstar investment advice subsidiary makes four appointments

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... client service officer for Merrill Lynch Portfolio Management in London and as a client service coordinator for NAB Private Wealth on the Gold Coast. Freeman has 12 years' industry experience and will deliver Ibbotson's service offering to new and existing ...

Paul Heath resigns as JBWere CEO

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
... a 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. ...

Former Macquarie director resurfaces at Citi

MARK SMITH  |  MONDAY, 24 JUN 2013
... business. At Macquarie, Machet led the direct distribution of retail financial services for the investment bank's Private Wealth division. "We are very pleased that Alan has agreed to join the Citi franchise, his experience across multiple geographies ...

Hunter Hall founder targets instos and SMSFs

MARK SMITH  |  MONDAY, 24 JUN 2013
... re-launched in Australia as Altair Asset Management to reflect a broadening of its business beyond family office and private wealth investment to include institutional and retail clients. Philip Parker, who co-founded Hunter Hall in the early nineties ...

Market Wrap PM

AAP  |  MONDAY, 27 MAY 2013
... weather. Investors were unimpressed, sending David Jones shares down 13 cents, or 5.04 per cent, to $2.45. Macquarie Private Wealth division director Lucinda Chan said retailers were battling high costs and the recent slump in the Australian dollar. ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
... Financial Freedom Brand and Concept Store Design Hillross Financial Services Finalists Private Word magazine App NAB Private Wealth netwealth accellerator netwealth Investments Riskfirst Rapid MLC Fast Fact Finder IOOF Best New Investment Product of ...

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... can have 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 ...

ASIC winds up 3 fraudulent QLD financial services companies

LAURA MILLAN  |  MONDAY, 29 APR 2013
... and individuals will have to pay ASIC's costs. ASIC carried out an investigation into an entity called Secured Private Wealth that used cold calling and a website to induce investors to deposit funds into the accounts of Secured Collateral, Diversified ...

Patience with underperforming managers urged: NAB

MARK SMITH  |  MONDAY, 29 APR 2013
NAB Private Wealth has warned its clients that jettisoning a managed fund for recent underperformance could be an unsatisfactory strategy. Citing a recent US study into the behaviour of retail investors, the bank's private banking division said that ...