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Showing 71 - 80 of 122 results for "Barrett"

Barrett firm acquires Pride Advice

ALEX BURKE  |  THURSDAY, 28 MAY 2015
AZ Next Generation Advisory, owned by former ANZ managing director of advice and distribution Paul Barrett, has acquired Pride Advice. Speaking to Financial Standard, Barrett said Pride, with $180 million in assets under management, was appealing because ...

Barrett in buyout mode, acquires CBA firm

LAURA MILLAN  |  MONDAY, 11 MAY 2015
Former ANZ advice director Paul Barrett has acquired Commonwealth Bank-owned Eureka Whittaker Macnaught through his financial planning business AZ Next Generation Advisory (AZ NGA). This is the group's first acquisition, but Barrett confirmed that it ...

Paul Barrett resurfaces in partnership with Italian manager

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
Former ANZ managing director of advice and distribution Paul Barrett has established a financial planning business partly-owned by Italian independent asset manager Azimut. Barrett is now the chief executive officer of Next Generation Advisory (NGA) ...

ANZ reshuffles wealth division, Barrett to depart

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
ANZ managing director of Advice and Distribution Paul Barrett is leaving the company after a reshuffle of its Wealth division. The current managing director of Advice and Distribution Paul Barrett has decided to leave ANZ, effective September 16. Neil ...

Pioneer Capital awarded New Zealand Super mandate

MARK SMITH  |  TUESDAY, 2 JUL 2013
... contributed to PCPII, which is slated to close at its $150 million cap soon. Pioneer Capital managing director Randal Barrett welcomed the New Zealand Superannuation Fund as the cornerstone investor in PCPII, and acknowledged the strong support for PCPII ...

Major product changes ahead for planners

ELISE BURGESS  |  MONDAY, 26 MAR 2012
... implementation is centre stage for ANZ Wealth across a number of fronts, extending beyond the regulatory changes. Paul Barrett, ANZ Wealth general manager, advice and distribution said there was an emergence of anti-consolidation planning practices ...

Details still needed on opt-in: ANZ Wealth

CLAIRE MCGREAL  |  FRIDAY, 23 MAR 2012
... code of conduct is acceptable and the regulator must then publish notice of the exemption in the government Gazette. Paul Barrett, ANZ Wealth general manager, advice and distribution, said there are two key issues to consider. "One is the detail- does ...

UBS names ING IM transfers

CLAIRE MCGREAL  |  WEDNESDAY, 29 FEB 2012
... UBS is complete on March 30. These include Joel Fleming, Australian equities small companies, David Scott and Patrick Barrett, property securities, Michael Fanning, structured beta and indexing, and Rachel O'Connor and Thomas Wu, Australian fixed income. ...

Christmas deadline for FOFA clarity: ANZ

CLAIRE MCGREAL  |  WEDNESDAY, 7 DEC 2011
... warned that Christmas is the "absolute drop dead date" for clarity on FOFA reforms before implementation costs double. Paul Barrett, ANZ general manager advice and distribution, told reporters in Sydney yesterday that time is ticking on the reform timeline ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
... planners get the full value for their business if they decide to sell," said ANZ general manager Advice & Distribution Paul Barrett. "With close to 2000 financial planners across our network it's important for ANZ Wealth to foster a culture of innovation ...