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Showing 71 - 77 of 77 results for "Wealth Services"

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
Equity Trustees Limited has established a Private Wealth Services division under the leadership of newly recruited executive, Geoff Rimmer. Rimmer, most recently chief executive officer of adviser group Financial Services Partners, will take responsibility ...

S&P Capital IQ closes local fund research, wealth services

MELANIE TIMBRELL  |  THURSDAY, 16 FEB 2012
S&P Capital IQ has announced it will focus on institutional clients and no longer conduct local funds research and wealth management services from October this year. In total, 30 jobs are expected to be lost in the move, which will see a concentration ...

JBWere targets Asian HNWs

RUTH LIEW  |  MONDAY, 24 JAN 2011
... net wealth population has grown significantly in recent years and this in turn is increasing demand for private wealth services. At the same time Australia's Asian community is growing. This is partly driven by the growth in Asian students staying in ...

Westpac exec joins NAB Private Wealth

RUTH LIEW  |  MONDAY, 25 MAY 2009
... Private Bank state manager Will Hamilton moves to NAB Private Wealth to become the division's general manager of wealth services. Hamilton, who will report to Angela Mentis, executive general manager of NAB Private Wealth, was previously a state manager ...

FPWS unveils new SMA service

RUTH LIEW  |  TUESDAY, 14 OCT 2008
... First Prudential Markets is entering the separately managed accounts arena via a partnership with First Prudential Wealth Services. "[Managed accounts] are highly tax efficient, provide direct ownership of shares and can be cheaper than managed funds ...

Common sense rules in portfolio construction

... 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 industry's ...

Macquarie Bank deputy reports retail strategy success

... bank-wide retail distribution activities, Macquarie had made good progress in targeting the growing Australian retail wealth services market. "Following a $70 million spend during this consolidation period on technology and restructuring changes to position ...
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