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Showing 811 - 820 of 1057 results for "Private Wealth"

Thousands of finance workers face axe: FSU

ALICE URIBE  |  FRIDAY, 30 AUG 2013
... banking, corporate institutional and specialised business, wealth investment platforms, group strategy and finance, private wealth, wealth asset management, government, education and community personal banking, growth partnerships and some retail areas ...

NAB denies "new" offshoring program in face of job loss figures

ALICE URIBE  |  THURSDAY, 29 AUG 2013
... banking, corporate institutional and specialised business, wealth investment platforms, group strategy and finance, private wealth, wealth asset management, government, education and community personal banking, growth partnerships and some retail areas ...

Wealthy parents fear kids can't handle family fortune

MARK SMITH  |  THURSDAY, 29 AUG 2013
... their children's ability to handle a large financial inheritance, according to a recent survey from Bank of America private wealth subsidiary U.S. Trust. The private bank asked 711 Americans with more US$3 million in investable assets a number of questions ...

NAB Wealth flat as bank's profit rises 2%

MARK SMITH  |  TUESDAY, 20 AUG 2013
... disability claims. The Investment business benefited from higher funds under management (FUM), stronger earnings in Private Wealth and the sale of the Group's interest in US fund manager AREA Property Partners. FUM increased by $2.2 billion, or 1.6% ...

Bravura gets go-ahead for Super TIC app

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
... provider of administration and management applications for superannuation and pension, life insurance, investment, private wealth, transfer agency and STP financial messaging.

Legg Mason adds SIV funds

MARK SMITH  |  WEDNESDAY, 24 JUL 2013
... Legg Mason is packaging its four Significant Investment Visa (SIV) complying funds as a ready-made solution for private wealth advice firms. The fund manager has four funds that comply with SIV requirements - Australian cash, listed property, equity ...

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 ...