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Showing 811 - 820 of 1033 results for "private wealth"

NAB Asset Servicing awarded new contracts

MARK STORY  |  MONDAY, 4 FEB 2013
... administrative services to investment manager Atrium Investment Management, and custodial services to Fitzpatricks Private Wealth. The win comes after a competitive tender process, managed by Foxrock Consulting. Atrium Investment Management, a Sydney ...

Mac Private Wealth forced to rectify serious deficiencies

MARK SMITH  |  WEDNESDAY, 30 JAN 2013
Macquarie Private Wealth has given the Australian Securities and Investments Commission an enforceable undertaking to right recurring compliance deficiencies dating back more than five years. The regulator's review of compliance systems and client files ...

MLC launches advice service for uber wealthy

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
... institutional investors with more than $3 million in investable assets and can be accessed via MLC-aligned and NAB Private Wealth advisers.

PhillipCapital boosts local presence

MARK STORY  |  FRIDAY, 18 JAN 2013
... management services. Integral to PhillipCapital's expansion are plans to more than double the size of its current Private Wealth team to over 100 advisers across five offices in Sydney, Melbourne, Perth, Adelaide and Gold Coast. Since its inception in ...

Global bond melt-down on cards: Harris Fraser

MARK SMITH  |  THURSDAY, 17 JAN 2013
... of 6.5% unemployment and 2.5% inflation. Ignored by economists and the financial press, Harris Fraser's head of private wealth management Marc Geary says this move has hastened the prospect of an interest rate rise in the US. "The market and the Fed ...

NAB Private Wealth best in Aus

BEN COLLINS  |  THURSDAY, 10 JAN 2013
When it comes to private banks it seems size really does matter, after NAB Private Wealth was named the best one in Australia by publication Asian Private Banker. "In a market where wealth is mature and the private banking space is fiercely contested ...

Family office and HNW clients overlook best cash deposit rates

MARK SMITH  |  FRIDAY, 14 DEC 2012
... clients are missing out on the best rate on their cash deposits, according to Harris Fraser Group's Marc Geary. The private wealth expert says that some banks are taking advantage of the large sums held in some accounts to charge horrible rates to their ...

Season's Greetings from Financial Standard

MARK STORY  |  FRIDAY, 14 DEC 2012
... for your continued readership and support. We reached several milestones in 2012, namely the launch of the: * FS Private Wealth: Journal of Family Office Investment ( www.fsprivatewealth.com.au ) * SelectingSuper iPad app * FS Social Media Influence ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... Chartered Accountants is to create a new wealth management division. The division will be known as Matthews Steer Private Wealth & Tax Management and headed up by director and qualified tax adviser Geoff Steer. The move follows recent debate surrounding ...

Bell Asset Management grows team

MARK STORY  |  MONDAY, 10 DEC 2012
... Limited has appointed Jessica Grant (ex Macquarie Group) as head of business development, Jack Osborn (ex Macquarie Private Wealth) has as an equity analyst, and Farhaana Desai (ex UCA Funds Management) as compliance manager. Ned Bell, Bell AM's CEO ...