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Showing 821 - 830 of 3363 results for "Wealth management"

Euroz expecting spike in NPAT

KANIKA SOOD  |  WEDNESDAY, 3 FEB 2021
... investments also now enables us to execute larger and more complex capital raisings." Euroz offers stockbroking and wealth management. Last year, it acquired rival firm Hartleys and withdrew an investment in Prodigy investment partners, a funds management ...

BT appoints risk expert

KARREN VERGARA  |  TUESDAY, 2 FEB 2021
BT has hired a wealth management risk expert from MLC to oversee compliance functions across its platforms and operations. Caroline Guillot recently joined BT from MLC, taking on the title of head of risk platforms, investment and operations. Guillot ...

FSC appoints new board member

ELIZABETH MCARTHUR  |  MONDAY, 1 FEB 2021
... following the sale of MLC Wealth to IOOF. Morgan was previously chief financial officer for Commonwealth Bank's wealth management arm and chief financial officer of business and private banking and executive general manager of finance at Bankwest. He ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
In its next phase of growth, the wealth management group has opened the doors to its new office in Tasmania which will offer full-service stockbroking and financial planning. The office is led by senior investment adviser and branch manager Luke Rybarczyk ...

ASI appoints new APAC chief

ELIZA BAVIN  |  WEDNESDAY, 27 JAN 2021
... Pacific region is core to Standard Life Aberdeen's growth strategy. Rene's wealth of experience in asset and wealth management, deep knowledge of key client segments and a proven record of developing a strategic business will support our growth ambition," ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... businesses, as well as leading the Cash Management Trust. Pettiona was the chief executive and co-founder of wealth management platform HUB24 for over five years.

Longstanding Mason Stevens MD exits

ELIZA BAVIN  |  FRIDAY, 22 JAN 2021
... contributions to the firm. "Tom has not only been integral to the success and development of Mason Stevens, but also the wealth management industry having spearheaded the managed accounts segment which has seen significant evolution in recent years and ...

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
Fidelity International has launched a new restricted advice service, Fidelity Wealth Management, in the UK with five advisers and another six on the way. Fidelity said the UK wealth management arm will build on its existing wealth and retirement services ...

Citi unifies global wealth management business

ELIZABETH MCARTHUR  |  THURSDAY, 14 JAN 2021
Citi has overhauled its wealth management business, bringing together its global consumer banking and institutional client operations. Citi Global Wealth will unify wealth management teams in global consumer banking and the institutional clients group ...

WealthO2 names chair, director

ANNABELLE DICKSON  |  TUESDAY, 12 JAN 2021
... expensive only a few years ago," Roderick said. Darren Pettiona was previously chief executive and co-founder of wealth management platform HUB24 for over five years. He also served on the boards of Allied Funds Management, investorfirst, Van Eyk Research ...