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Showing 851 - 860 of 1033 results for "private wealth"

Market Wrap - Midday

AAP  |  TUESDAY, 6 MAR 2012
... stayed at those levels through most of the morning trade, before dipping further just after 1210 AEDT. Macquarie Private Wealth division director Lucinda Chan said the negative start to the local trading day reflected market sentiment following the Chinese ...

HUB24 increases FUM by half a billion dollars

CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
... billion dollars in funds under management for the Investorfirst owned subsidiary. Advisers at DFS Solutions, Equiti Private Wealth, Oxbrey Financial Group and Mandalay Wealth Management will now use the HUB24 platform. "HUB24 will enable us to achieve ...

Market Wrap

AAP  |  TUESDAY, 14 FEB 2012
... volume of 7,457 contracts. There were 13 stocks down for every 10 in positive territory at 1025 AEDT. Macquarie Private Wealth division director Lucinda Chan said Moody's decision to downgrade the debt ratings of Italy, Spain and Portugal was behind ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
Synchron's Melbourne-based private wealth management firm, Wealth Enhancers is recruiting for their new Sydney-based boutique office to be headed by former UBS equity trader Wade Tink. Tink, a graduate of Synchron's NextGen program, left UBS to join ...

Lloyd new Perpetual CEO, Ryan steps down

MELANIE TIMBRELL  |  MONDAY, 6 FEB 2012
... restructure of the organisation's retail distribution arm since joining Perpetual 18 months ago as group executive private wealth and retail distribution. In a statement to the ASX this morning Perpetual chairman, Peter Scott said Lloyd was recruited ...

Eyes turn to monetary policy

MELANIE TIMBRELL  |  THURSDAY, 2 FEB 2012
... seeing an easing of monetary conditions," said Gibbs. The view was reiterated in the latest forecast from Macquarie Private Wealth. Head of research at Macquarie Private Wealth, Riccardo Briganti, said that convergence on the issue of easing monetary ...

McKinnon to leave Perpetual

MELANIE TIMBRELL  |  TUESDAY, 17 JAN 2012
... and operations. Three GM positions will oversee each of these arms and report in to Geoff Lloyd, group executive private wealth and head of retail distribution. A company-wide review beginning in May 2011 led to a number of operating changes including ...

Retail and insto teams combine to drive strategy

MELANIE TIMBRELL  |  MONDAY, 16 JAN 2012
... ratings, portfolio construction and the role of multi-managers," said Geoff Lloyd, Perpetual's group executive private wealth and head of retail distribution. "Markets have moved from influencers to decision makers where there are very strong gatekeepers ...

Franklin Templeton hires ex-INGIM head

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
... strategy and its product positioning. In addition to his role at INGIM, McKay was previously managing director of a private wealth management firm, managing director for the Garrisons Group at Challenger and head of retail business and group product ...

Perpetual changes distribution focus

ELISE BURGESS  |  TUESDAY, 13 DEC 2011
... for Retail Distribution, but with a narrower, higher impact focus," said Geoff Lloyd, Perpetual's group executive private wealth and head of retail distribution. Industry consolidation and a centralisation of the investments decision function also played ...