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Showing 831 - 840 of 1057 results for "Private Wealth"

EQT creates private wealth management role

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
... of national manager of advice and personal services and appointed Julie Foster, as part of its expansion of the private wealth services business. Foster will be responsible for Equity Trustees advice services, including its aged care advisory and placement ...

Market Wrap PM

AAP  |  FRIDAY, 5 APR 2013
... flat, with gains by the two big miners offset by weakness among healthcare companies and major retailers. Macquarie Private Wealth division director Lucinda Chan said investors were absorbing the latest announcements from the Bank of Japan and looking ...

Stanford Brown tops Genesys awards

MARK SMITH  |  THURSDAY, 14 MAR 2013
... quality of their advice to the standard of their client service and business strategy. Sacha Sanders from Potential Private Wealth picked up the Richard Harvey Award, which recognises excellence in up-and-coming advisers. Robertson pointed to Sanders' ...

Mills Oakley to launch private wealth service

MARK SMITH  |  TUESDAY, 12 MAR 2013
Law firm Mills Oakley will launch a new specialised legal service for private and family businesses and wealthy individuals on 14 March. Private Advisory, which will be opened by The Hon Peter Costello AC, provides advice on corporate structuring, asset ...

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 ...