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Showing 801 - 810 of 1012 results for "Private wealth"

Yellow Brick Road targets Big Four bank employees

MARK SMITH  |  MONDAY, 26 NOV 2012
... experience working at a major financial institution on their resume. "Wealth Agents gives ex-bankers, new mums, private wealth guys and anyone else who has been disaffected by the system the opportunity to service their clients the way they want, with ...

Market Wrap

AAP  |  WEDNESDAY, 21 NOV 2012
... share price index futures contract was five points lower at 4,393 points, with 6,684 contracts traded. Macquarie Private Wealth division director Lucinda Chan said the local market was trading in quiet conditions at the open. Ms Chan said investors were ...

Premium Wealth eyes-off QLD and WA

BEN COLLINS  |  TUESDAY, 13 NOV 2012
... Wealth Management. Premium Wealth Management recently signed its third Queensland practice for the year, Boston Private Wealth, Located in Sanctuary Cove, after earlier signing Meridien Wealth and Platinum Wealth. While Premium Wealth Management is not ...

Market Wrap

AAP  |  MONDAY, 24 SEP 2012
... discretionary (down 0.94 per cent) and the materials sector (down 0.98 per cent) were also lower in early trade. Macquarie Private Wealth division director Lucinda Chan said the growing expectation Spain would soon seek a bailout package was a negative ...

Concentrated portfolios can benefit HNW

BEN COLLINS  |  THURSDAY, 13 SEP 2012
... which suit them, as most are designed for the institutional market and are not in the best long-term interests of private wealth holders," said PPM founder and chairman Hugh MacNally. According to Morningstar data, out of 109 international managed funds ...

BDO Wealth Mngt joins Fitzpatricks

LINDA HAUSKEN  |  FRIDAY, 7 SEP 2012
BDO Wealth Management in New South Wales has chosen to join Fitzpatricks Private Wealth, following an extensive one year national search for a firm who shares the same interests and values. Sidney Lim, former managing director of BDO Wealth Management ...

ASIC lines up Macquarie Private

MELANIE TIMBRELL  |  THURSDAY, 6 SEP 2012
ASIC is in the preliminary stages of an investigation into Macquarie's private wealth division over concerns related to potential breaches by advisers. It is understood that the regulator has written to Macquarie Group and issued a request for information ...

Market Wrap

AAP  |  MONDAY, 3 SEP 2012
... index (PMI) fell to 49.2 index points in August, from 50.1 the previous month, government figures showed. Macquarie Private Wealth division director Lucinda Chan said the figures were a further sign of a Chinese economic slowdown and a negative for the ...

ETSL appoints superannuation chair

BEN COLLINS  |  TUESDAY, 14 AUG 2012
... "I 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 ...

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... treated as such. That's the message from Andrew Hewison, director and private client adviser at boutique firm Hewison Private Wealth. "It's all very well to potentially wind up with an inheritance or that ongoing transfer of wealth, but the education ...