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Showing 8911 - 8920 of 9290 results for "wealth"

Self-employed have different banking and investment needs

WWW.THESHEET.COM | THURSDAY, 15 JUN 2006

... making up an estimated 1.3 million people, addressing the needs of this niche may be a marketing opportunity for savvy wealth managers. Alex Dunnin with

Unisys backs up client services

... relationships, consulting and solution development for financial services clients and will focus mainly on banking, insurance, wealth management and funds management. Driessen has over 16 years experience in consulting, sales management, marketing and ...

Asgard logs on to direct shares through Praemium

... platform giant Asgard. It took a six month intensive competitive market tender before Asgard finally selected Praemium. Asgard Wealth Solutions' chief executive, Geoff Lloyd, said, "This is all part of our plan to bring a next generation shares offering ...

Rainmaker Marketing Excellence Awards 2006

... achievements in marketing, sales and business development by an individual, a group of individuals or organisation in Australia's wealth management industry. The awards night, in its fifth year running, was held at the Grand Ballroom of the Stamford ...

Aussie fund frontrunner for Bank of China $12bn float

... "Their allocation in the float is highly possible because they are the top manager there," said Simon Wu, chair of Premium Wealth Management and the creator of the Premium China Fund. Wu said that Premium China Fund is the only Australian fund that allows ...

Common sense rules in portfolio construction

... superior portfolio construction of fund managers can not be statistically tested or verified. Steve Christie, head of private wealth services at Ord Minnett, did the research as part of his PhD at Macquarie University. Among other things, he tested the ...

SA based Prescott expands into Sydney

KATE HAGE | TUESDAY, 30 MAY 2006

South Australian based wealth management and stockbroking firm Prescott Securities is expanding into New South Wales with the opening of a Sydney office in July. Prescott's chief executive officer, David White, said the move will help further expand ...

FuturePlus eyes international property

... portfolios, he is watching the sector very closely for any investment opportunities that will crop up. FuturePlus is a wealth management company that administers government funds including the Energy Industries Superannuation Scheme (EISS) and the Local ...

Voting opens for 2006 marketing awards

... the market used to operate even just a few years ago, this is a huge step forward, he said. Page said that anyone in the wealth management industry can vote and that nomination forms can be downloaded from the Rainmaker website www.rainmaker.com.au.

Julius Baer and Aurora offer fixed interest

HAMISH MADDEN | WEDNESDAY, 17 MAY 2006

... country& and across any asset class& we benefit from a high degree of flexibility." Julius Baer is Switzerland's largest pure wealth manager, with $320 billion assets under management around the world.

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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