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Showing 71 - 80 of 89 results for "Wealth Advisory"

State Street partners with wealth management tech provider

MARK SMITH  |  THURSDAY, 13 NOV 2014
... models. Known as Personalised Wealth Administration (PWA), the service will be available immediately for Australian wealth advisory firms.

Citi appoints head of consumer banking products

JAMES FERNYHOUGH  |  WEDNESDAY, 5 MAR 2014
... Citi's mortgage, deposit and insurance product teams, as well as the consumer bank's treasury, investments and wealth advisory functions. Wroth has been with Citi since 2012. Prior to that she held positions at NAB and Macquarie Bank. Head of Citi's ...

Countplus makes expansion plans

ALICE URIBE  |  MONDAY, 29 APR 2013
... to Count Financial when it listed Countplus". Countplus is an ASX listed company that provides accounting and wealth advisory services.

Countplus partners with Hood Sweeny

LINDA HAUSKEN  |  TUESDAY, 16 OCT 2012
... offices based in Adelaide, Whyalla and Kadina. Countplus is an ASX listed company that provides accounting and wealth advisory services operating out of 35 offices.

Regulation biggest concern for SFOs

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
... charitable initiatives, followed by 27% who give significant amounts annually to one or more causes. Paul Knox, head of wealth advisory for Europe, Middle East and Asia at J.P. Morgan Private, said the survey highlights the individuality of each SFO ...

Wilson HTM appoints new head of private wealth

MELANIE TIMBRELL  |  TUESDAY, 29 MAY 2012
... JBWere and Goldman Sachs JBWere as partner and managing director with responsibility for managing the private wealth advisory business. Prior to this, Gale worked with KPMG and Credit Suisse in London and has expertise in high net worth advisory in addition ...

Omniwealth provides planning tools for independents

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
Independent advisers are being offered a safety line from wealth advisory group Omniwealth which launched a new dealer group website promoting best of breed services for advisers that want to maintain their independence. The dealer group, which provides ...

Centric Wealth taps Kearns for chief executive

RACHEL DAVIS  |  MONDAY, 21 NOV 2011
... farm investment funds. "In addition, he has been responsible for leading significant corporate transactions in wealth advisory and other industries. This combination of experience, plus his prior experience as Managing Director of a human capital firm ...

JBWere wealth head resigns

ELISE BURGESS  |  FRIDAY, 5 AUG 2011
... JBWere's private wealth management business in Australia and New Zealand for $99 million. The new majority owned wealth advisory business operates on behalf of high net-worth clients and became part of NAB's wealth management business, MLC. Prior to ...

Former RetireInvest MD moves to Centric Wealth

ELISE BURGESS  |  THURSDAY, 18 NOV 2010
... financial planning, has moved into head of mergers, acquisitions and growth for the non-institutionally owned wealth advisory firm. Centric Wealth has $4.9 billion in assets under advice (AUA) and advises on $20 million in-force risk insurance cover. ...