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Showing 8681 - 8690 of 9290 results for "wealth"

Kelly switch shifts M&A landscape

WWW.THESHEET.COM  |  MONDAY, 20 AUG 2007
... George Bank contract) before taking the helm at Westpac in February 2008. Paul Fegan, St George's head of retail banking and wealth management, has taken over from Kelly as acting chief executive of the bank. David Morgan will remain at Westpac as CEO ...

High net worth clients like it crystal clear

CHRIS NICHOLLS  |  WEDNESDAY, 15 AUG 2007
... Investment Partners. Speaking at the Financial Standard Best Practice Seminar Series on investment strategies for high net wealth clients, Nicholas said clients preferred transparency and stability over volatility and opaqueness. "They understand that ...

Lonsec upgrades Templeton equity fund

CHRIS NICHOLLS  |  TUESDAY, 14 AUG 2007
Lonsec has upgraded Franklin Templeton Investments' Templeton Global Equity Fund from Recommended to Highly Recommended, following a review of global equity funds. The fund is one of the more benchmark-unconstrained managers, said Lonsec, as it does ...

CommunityCPS launches charity foundation

ALEX DUNNIN  |  MONDAY, 13 AUG 2007
Financial institutions in Australia routinely celebrate their wealth and profit results but more are trying to harness this to drive community marketing initiatives and charity foundations. The latest institution to do launch a charity foundation is ...

Centric snaps up lending firm

CHRIS NICHOLLS  |  MONDAY, 13 AUG 2007
Centric Wealth has acquired boutique lending and brokerage firm Kingsbridge & Eagle (K&E), expanding its lending division and taking it further down the path of a European-style private bank. K&E specialise in providing mortgages, commercial finance ...

Perpetual appoints new head of platforms

CHRIS NICHOLLS  |  FRIDAY, 10 AUG 2007
Perpetual has promoted senior manager of platforms and investments Gai Ferrington to head of platforms for the wealth management arm. Ferrington commenced joined Perpetual 12 months ago after 14 years at ING. She will report directly to chief operating ...

Westpac to list wealth management arm

... this big brand-boutique business model. Meanwhile, Westpac's chief executive David Morgan said, "We've built a leading wealth business in BT and over the past five years it has become a growth engine for Westpac." "Today's announcement is an important ...

Advisers post record growth

ALEX DUNNIN  |  WEDNESDAY, 8 AUG 2007
... watching adviser numbers move upwards at only around 1-2 per cent per annum, the latest jump has to be welcome news for the wealth management industry that is crying out for more advisers. But this growth is still a long way short of industry expectations ...

ALP wants industry funds on awards

ALEX DUNNIN  |  WEDNESDAY, 8 AUG 2007
... to make industry funds the automatic default super choice for industrial awards is less likely to be so well received by wealth managers. Peter Dutton, Minister for Revenue and Assistant Treasurer, said the industry needs to realise that the ALP intends ...

Opes Prime challenges Macq

Financial services provider Opes Prime has launched the Opes Prime Wealth Platform, an all-in-one retail prime brokerage service that will compete with a similar offering from Macquarie. The new service is tailored to the top end of the market which ...