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Showing 71 - 80 of 582 results for "Wilson"

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... clients." CIP has 19 locations across New Zealand and services more than 65,000 clients. In 2015, CIP acquired a 40% stake in Wilson HTM, which is now Wilson Advisory, while Deutsche Bank gained a 20% share. It marked CIP's first expansion in Australia. ...

New chair named for Future Generation Global

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... Foundation. She is also chancellor of Western Sydney University. At FGG, Westacott will assume the role of acting chair Geoff Wilson, who will remain on the board as a non-independent director. Wilson founded FGG in 2015 to offer shareholders both investment ...

Bell FG announces leadership shakeup

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... from the role as executive chairman, while continuing on the board as a non-executive director." BFG chair-elect Brian Wilson said for over 40 years, Provan has been "instrumental in transforming the group from a small commodities business to the prominent ...

WAM launches unit trust, names RE

CHLOE WALKER  |  TUESDAY, 24 OCT 2023
Wilson Asset Management (WAM) selected Equity Trustees (EQT) to be responsible entity for the Wilson Asset Management Leaders Fund. The fund is an actively managed investment portfolio, comprised of 45-80 large-cap companies listed predominately on ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... Vanguard Institutional Investor Group (US) managing director John James, FTI Consulting (UK) senior managing director Angus Wilson, and Alyve chief executive of digital transformation Mark Cameron have all joined to assist the expansion. "The addition ...

Ord Minnett welcomes head of private wealth

CHLOE WALKER  |  FRIDAY, 28 APR 2023
Former Olympic rower Frank Hegerty has been appointed Ord Minnett's head of private wealth. Aside from his past life as an Olympian, Hegerty boasts over 18 years' experience in the financial services industry, having held senior positions at NAB, Westpac ...

Senate inquiry to scrutinise proposed franking credit rules

ANDREW MCKEAN  |  THURSDAY, 9 MAR 2023
... the measure primarily affects institutional investors who engage in off-market share buybacks, Jones said. In contrast, Wilson Asset Management chair Geoff Wilson said the Bill will mainly impact low-income earnings, SMSFs, and retirees. "The Australian ...

Cboe Australia chief exits, successor named

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
Cboe Australia appointed a new chief executive, with the incumbent stepping down at the end March. Vic Jokovic vacates the top job on 31 March 2023 and will be succeeded by AllianceBernstein executive Emma Quinn, who will assume the title of Cboe Australia ...

Wilsons Advisory fined $550k by ASIC MDP

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
Wilsons Advisory and Stockbroking paid the significant penalty which was issued by the Markets Disciplinary Panel (MDP) after it found the firm to have incorrectly reported many trades as Trade with Price Improvement (TWPI). The $548,328 penalty was ...

Brighter Super revamps board structure

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... members are Richard Flanagan, Rosamund Heit, Peter Kazacos, Cameron O'Neil, Jennifer Sanders, Neisha Traill, Scott Wilson, and Sarah Zeljko. Further, Smith noted that effective this month the Electrical Trades Union of Qld and NT no longer has a ...