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Showing 8471 - 8480 of 9290 results for "wealth"

CBA still seeding Colonial funds

WWW.THESHEET.COM  |  FRIDAY, 30 MAY 2008
... Commonwealth Bank, in one case more than 15 months after the bank tipped in the capital. In an investor briefing on the bank's wealth management business yesterday Grahame Petersen said the bank had sold down two thirds of the original $1.25 billion ...

Praemium raises $8m working capital

MICHAEL HOBBS  |  THURSDAY, 29 MAY 2008
... services via its V-Wrap service, market data systems through its p-Desktop and separately managed account technology to wealth managers, financial planners, accountants, stockbrokers and Self Managed Super Fund (SMSF) administrators.

Mercer Wealth on adviser recruitment spree

MICHAEL HOBBS  |  TUESDAY, 27 MAY 2008
Huge volumes of financial advice-related phone calls, numbering more than 1,500 a day, spurred Mercer Wealth Solutions (Mercer) to expand its planning network to include self-employed financial advisers. David Anderson, Mercer outsourcing business leader ...

BT Wrap to offer short form insurance

MICHAEL HOBBS  |  TUESDAY, 27 MAY 2008
BT Financial Group joins a growing list of wealth management providers offering simpler and faster insurance when it developed an online short form application as part of its personal insurance service available on its wrap platform. In September last ...

EQT and Trust end merger talks

MICHAEL HOBBS  |  MONDAY, 26 MAY 2008
... businesses in the areas we worked in so there were opportunities for synergy and building a more robust larger and stronger wealth management business," said Williams. Killen said the firm was expecting to announce another solid result at the end of ...

HSBC names new head in personal fin services

RUTH LIEW  |  MONDAY, 26 MAY 2008
... credit cards, and online direct banking," said Heunis. Heunis has been with HSBC since 2002. Prior to that he was as head of wealth management, responsible for financial planning, insurance and Premier. Before joining HSBC, Heunis worked for the Commonwealth ...

Car sales put on the brakes

ALEX DUNNIN  |  THURSDAY, 22 MAY 2008
... cent of new cars sold in Australia. But illustrating how so much higher are annual cars sales now and the impact of the wealth effect combined with cheap credit, in 1997 only 663,000 new vehicle were sold in Australia compared to 1.1 million this year. ...

Premium outlines growth strategy

MICHAEL HOBBS  |  WEDNESDAY, 21 MAY 2008
Premium Wealth Management is creating a mortgage and risk insurance business, boosting its paraplanner support services and accelerating its recruitment strategy. In addition, the dealer group plans to develop a learning and professional development ...

Private banker joins Macquarie

RUTH LIEW  |  WEDNESDAY, 21 MAY 2008
... Rothschild, where he was based in Guernsey, situated within the English Channel. He has over 20 years experience in the wealth management industry. O'Donnell was acting managing director for 15 months at Rothschild, responsible for overseeing the business' ...

Zurich creates investment and life account role

MICHAEL HOBBS  |  WEDNESDAY, 21 MAY 2008
... provide a greater focus on the relationship between the firm and its key accounts. Langton previously worked at Asgard Wealth Solutions as NSW regional manager and, prior to that position, worked as national account manager at BT Wrap Services. "Zurich ...