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Showing 841 - 850 of 1057 results for "Private Wealth"

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 ...

Family office growth creates opportunity for wealth managers

MARK SMITH  |  FRIDAY, 7 DEC 2012
... present in this market make it significantly different than any other market. Click here for more family office and private wealth articles or here for information about FS Private Wealth, our specialist journal of family office investment.

Yellow Brick Road targets Big Four bank employees

MARK SMITH  |  MONDAY, 26 NOV 2012
... experience working at a major financial institution on their resume. "Wealth Agents gives ex-bankers, new mums, private wealth guys and anyone else who has been disaffected by the system the opportunity to service their clients the way they want, with ...

Market Wrap

AAP  |  WEDNESDAY, 21 NOV 2012
... share price index futures contract was five points lower at 4,393 points, with 6,684 contracts traded. Macquarie Private Wealth division director Lucinda Chan said the local market was trading in quiet conditions at the open. Ms Chan said investors were ...

Premium Wealth eyes-off QLD and WA

BEN COLLINS  |  TUESDAY, 13 NOV 2012
... Wealth Management. Premium Wealth Management recently signed its third Queensland practice for the year, Boston Private Wealth, Located in Sanctuary Cove, after earlier signing Meridien Wealth and Platinum Wealth. While Premium Wealth Management is not ...

Market Wrap

AAP  |  MONDAY, 24 SEP 2012
... discretionary (down 0.94 per cent) and the materials sector (down 0.98 per cent) were also lower in early trade. Macquarie Private Wealth division director Lucinda Chan said the growing expectation Spain would soon seek a bailout package was a negative ...

Concentrated portfolios can benefit HNW

BEN COLLINS  |  THURSDAY, 13 SEP 2012
... which suit them, as most are designed for the institutional market and are not in the best long-term interests of private wealth holders," said PPM founder and chairman Hugh MacNally. According to Morningstar data, out of 109 international managed funds ...