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Showing 71 - 80 of 163 results for %22Private Wealth Network%22

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business. The 23-year-old firm managed $887 million at March end. It has traditionally managed equities funds for the wholesale ...

Australian Unity names equity origination head

KARREN VERGARA  |  MONDAY, 11 MAR 2019
... Unity's $3.2 billion property business. He will focus on new product development and expanding the investor network in the private and institutional markets, both domestic and offshore. Watson was previously the head of distribution for Centuria Capital ...

Wealth group acquires asset manager stake

KARREN VERGARA  |  FRIDAY, 25 JAN 2019
... Vantage Point Asset Management as the head of distribution. It appointed Andrew Coloretti last year to lead its private wealth business. Ferres said: "The Aura Group has an exceptional team that have built a multi-national business with an expertise ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... rolled out to wider market at end of FY19. In early December, HUB24 completed transitioning $725 million of Fitzpatrick Private Wealth's assets under management from its in-house MDA solution to a white-labelled solution of the HUB24 platform. On ...

HUB24 secures bespoke platform mandate

JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
... "After a review of a number of potential platform providers, we selected HUB24 for their strong understanding of the private wealth and stockbroking sectors, and all-round superior platform capabilities," Patersons chief operating officer Jane Tandy ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
OneVue is partnering with Mercer and a boutique financial advice group for a new bespoke private label offering. The fund administrator and platform provider is leveraging Mercer's asset consulting expertise to create Nextplan Wealth Management for ...

Advice firm partners for lending expertise

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
... business is expanding its service offering by way of a strategic alliance with a Sydney-based brokerage firm. Cardena Private Wealth and Thyme Financial Group are joining forces to provide Cardena clients with access to specialist lending expertise. ...

Macrovue appoints ANZ Wealth executive

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
... marketing," Bristow told Financial Standard. "Scott's networks and experience across share trading, investment platforms, private banking, financial advice, life insurance and investment lending will be invaluable for Macrovue as we look to accelerate ...

Bennelong adds distribution executive

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... institutional and corporate team. She has also held roles with Macquarie Group across its professional series and private wealth divisions. In her new role, Kulakoff will report directly to Bennelong chief executive Craig Bingham. "Natalie is a senior ...

Macquarie axes grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
... Financial Group's lead, Macquarie has said it will discontinue the practice of advisers within its private bank and private wealth divisions receiving trailing commissions for selling the group's own products. The changes are to be implemented by April ...