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Showing 881 - 890 of 1057 results for "Private Wealth"

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 ...

Merger and new CEO for FMD

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... merge with news that FMD Financial and Reynolds Williams and Associates will merge on December 1. Former Perpetual Private Wealth executive, Lee Wapling, will head up the firm. The FMD Group has financial planning practices in Melbourne, Adelaide and ...

Consolidation creating conflict between product and advice

RACHEL DAVIS  |  THURSDAY, 1 DEC 2011
... ultimately leads to less choice and less independent advice for the consumer." Rodney Brown, director of Tristone Private Wealth agreed that while the future of financial advice (FOFA) reforms would not be detrimental to independent advisers, concern ...

Macquarie Private Wealth adds to Vic advice team

RACHEL DAVIS  |  THURSDAY, 24 NOV 2011
Macquarie Private Wealth has appointed Mark Chartres to its Melbourne office as a senior investment adviser. Chartres has joined Macquarie Private Wealth from Intersuisse, where he was previously head of wealth management. Chartres specialises in providing ...

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
... Money Sense Financial Group, Gippsland Gregory Cook CFP, Eureka Financial Group, Sydney Greg Tindall CFP, Macquarie Private Wealth, Sunshine Coast James Harris CFP, Brown & Bird Financial Planning, MacKay James Kenny CFP, Tupicoffs, Brisbane Peter Roan ...

Market Wrap - Midday

AAP  |  TUESDAY, 15 NOV 2011
... turnover was 768.2 million securities worth $1.4 billion, with 340 stocks up, 431 down and 351 unchanged. Macquarie Private Wealth division director Lucinda Chan said although the Australian market represented good value at these levels, the uncertainty ...

Adviser hiring blitz at Macquarie Private Wealth

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
Macquarie Private Wealth has added 19 new advisers across six of its state offices in the past six months as the group builds out its national team. Six advisers have joined the Brisbane team each with different area of focus for the group including ...