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Showing 851 - 860 of 1057 results for "Private Wealth"

BDO Wealth Mngt joins Fitzpatricks

LINDA HAUSKEN  |  FRIDAY, 7 SEP 2012
BDO Wealth Management in New South Wales has chosen to join Fitzpatricks Private Wealth, following an extensive one year national search for a firm who shares the same interests and values. Sidney Lim, former managing director of BDO Wealth Management ...

ASIC lines up Macquarie Private

MELANIE TIMBRELL  |  THURSDAY, 6 SEP 2012
ASIC is in the preliminary stages of an investigation into Macquarie's private wealth division over concerns related to potential breaches by advisers. It is understood that the regulator has written to Macquarie Group and issued a request for information ...

Market Wrap

AAP  |  MONDAY, 3 SEP 2012
... index (PMI) fell to 49.2 index points in August, from 50.1 the previous month, government figures showed. Macquarie Private Wealth division director Lucinda Chan said the figures were a further sign of a Chinese economic slowdown and a negative for the ...

ETSL appoints superannuation chair

BEN COLLINS  |  TUESDAY, 14 AUG 2012
... "I announced a few months ago our intention to restructure our business so that ETSL becomes part of a broader private wealth services business, along with our private client trustee, wealth management and aged care advisory activities, and the appointment ...

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... treated as such. That's the message from Andrew Hewison, director and private client adviser at boutique firm Hewison Private Wealth. "It's all very well to potentially wind up with an inheritance or that ongoing transfer of wealth, but the education ...

MFOs take growth from banks

MELANIE TIMBRELL  |  TUESDAY, 7 AUG 2012
... organisations worldwide, according to a Bloomberg Markets study. Of the top 10 fastest-growing firms ranked, only HSBC Private Wealth Solutions was part of a big bank with the other nine on the list boutiques. The boutiques operate with generally smaller ...

Julius Baer, BOC in private wealth JV

MELANIE TIMBRELL  |  FRIDAY, 27 JUL 2012
Swiss private bank Julius Baer has announced a strategic partnership with the Bank of China in an aim to secure better access to Asia's growing class of ultra rich. As part of the deal, the Bank of China (BOC) has sold its Swiss unit to Julius Baer ...

Family office tech suitability highlighted

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
... whitepaper on Technology Implementation and the Family Office which will appear in the next quarterly issue of FS Private Wealth.

Tyndall AM restructures distribution

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
... development functions to increase focus on the institutional and intermediary markets, including creation of a private wealth business. As part of the change Matt Russell, previously head of institutional business at Tyndall, has been promoted to a new ...

Offshore tax havens bank $32tr: report

BEN COLLINS  |  MONDAY, 23 JUL 2012
... International Monetary Fund, the United Nations and the world's central banks. Reuters reports the author says private wealth held offshore represents a "huge black hole in the world's economy."