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Showing 8841 - 8850 of 9290 results for "wealth"

Smooth swimming for AUI Platypus

Six months on since wealth manager Australian Unity Investments (AUI) sealed a 50-50 joint venture with top performing boutique fund manager Platypus, the newly formed AUI Platypus Australian Equities Trust continues to beat the market. Speaking at ...

InvestAhead to merge into Centric Wealth

KATE HAGE  |  WEDNESDAY, 27 SEP 2006
... risk insurance and corporate benefit services provider InvestAhead will merge with larger financial planning firm Centric Wealth. The merger will see InvestAhead's three directors, Chandra Wirasinha, Mike Galgut and Don Shar, clients and staff combine ...

Financial Standard launches eFinancialCareers

ALEX DUNNIN  |  WEDNESDAY, 27 SEP 2006
... with such a high calibre group in Australia." FinancialStandard.eFinancialCareers features jobs spanning all sections of wealth management and as our industry is now so globally focused, their global reach should be well received by our readers, said ...

Aussie vice chairman for Credit Suisse Asia Pac

HAMISH MADDEN  |  WEDNESDAY, 27 SEP 2006
... and regionally will report to the chief executive officer Asia Pacific, Paul Calello. Blumer said Iliya brings with him a wealth of experience and a breadth of relationships within the business and the region. "We are very pleased to have Tony joining ...

XPLAN leads the sector with PlanTech acquisition

HAMISH MADDEN  |  MONDAY, 25 SEP 2006
... was recognition of the quality of the PlanTech business as well as further evidence of the company's commitment to the wealth management space. "We have always had great respect for PlanTech's strength in the risk area and are very pleased to have reached ...

Adelaide Bank targets growth through wealth management

WWW.THESHEET.COM  |  THURSDAY, 21 SEP 2006
... Adelaide Bank chief executive, Barry Fitzpatrick, said the bank will aim for greater revenue diversification by ramping up the wealth management side of the business. Fitzpatrick's report in the bank's annual report, released yesterday, reveals that ...

Asteron adds to Wealthstar investment menu

HAMISH MADDEN  |  WEDNESDAY, 20 SEP 2006
... without detracting from Wealthstar's flexibility and efficient product design," David Clark, Asteron's senior manager, wealth product, said. "The additions to the menu were made after extensive market research and analysis, and consultation with advisers ...

Plan B snaps up second NZ planning business

KATE HAGE  |  WEDNESDAY, 20 SEP 2006
... New Zealand based planning firm in a fortnight. Plan B has snapped up boutique planning firm, Rutherford Rede (Northland) Wealth Management, a week after also acquiring North Island based firm, Strategic Asset Management. Plan B group managing director ...

UBS builds adviser network through education

Wealth manager UBS responds to the growing need for more wealth managers and advisers in Asia by setting up a campus in Singapore that will provide financial training to existing employees and would-be advisers. The group will open the 'wealth management ...

Preferred partner menus don't compromise quality: Asgard

Asgard Wealth Solutions' chief executive, Geoff Lloyd, has dismissed concerns that the group's proposed preferred partner program compromises the quality of their investment menus. Last week the group said it asked 20 fund managers, shortlisted after ...