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Showing 901 - 910 of 1057 results for "Private Wealth"

Market Wrap - Midday

AAP  |  WEDNESDAY, 14 SEP 2011
... changing hands for $1.59 billion as investors remained uncertain about the outcome of the Greek debt crisis. Macquarie Private Wealth division director Lucinda Chan, said lacklustre demand for Italian bonds at an auction on Tuesday was indicative of ...

Market Wrap - Midday

AAP  |  WEDNESDAY, 31 AUG 2011
... market, with stocks drifting in and out of positive territory during the morning, amid low turnover. Macquarie Private Wealth division director Lucinda Chan said investors were holding back ahead of key data releases due out of the US later this week ...

Perpetual posts results, buy-back option

ELISE BURGESS  |  FRIDAY, 26 AUG 2011
... while the group's funds under management (FUM) within Perpetual Investments and funds under advice (FUA) within Private Wealth were up 1% and 5% respectively on the previous year. The Private Wealth division average FY11 FUA was $8.7 billion or 7% higher ...

BTIM names new port specialist

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
... the boutiques' investment capabilities. Prior to joining BT, Pereira was head of product sourcing at Macquarie Private Wealth. Scott Thomas has joined as account manager and will be a key contact for with BTIM's key financial planning dealer group and ...

PIMCO adds to insto team

RACHEL DAVIS  |  WEDNESDAY, 24 AUG 2011
... Higgins has seven years of investment and financial services experience in areas including adviser distribution, private wealth, investment banking and strategy. Her most recent position was at Perpetual Investments within the Private Wealth division ...

Perpetual divests to focus on international equities

ELISE BURGESS  |  TUESDAY, 16 AUG 2011
... that is very fragmented and it is difficult to build scale. For us, our main businesses are investment management, private wealth and trustee services and this doesn't really fall into those categories," said Ryan. "It was a subscale operation that was ...

Advisers prep for 'back-to-basics' investing

ELISE BURGESS  |  MONDAY, 15 AUG 2011
... following recent market fluctuations, but advisers are firm that strong planning principles remain the same. Perpetual Private Wealth has predicted a return to 'back-to-basics' investing with a focus on timeless strategies that protect from additional ...

Market Wrap

AAP  |  TUESDAY, 9 AUG 2011
... down 5.79 per cent, or 77 cents, at $12.54. Overall, falls outnumbered rises by more than 13 to one. Macquarie Private Wealth associate director Lucinda Chan said the worry on the market was the prospect of weak US and European economies hitting Australia's ...

JBWere wealth head resigns

ELISE BURGESS  |  FRIDAY, 5 AUG 2011
... managing director roles across the JBWere business. Back in July 2009, NAB acquired 80.1% of Goldman Sachs JBWere's private wealth management business in Australia and New Zealand for $99 million. The new majority owned wealth advisory business operates ...

BT regroups for market push

ELISE BURGESS  |  WEDNESDAY, 3 AUG 2011
... BT expands its focus on high net worth customers of Westpac, St George and Bank of Melbourne Private through its Private Wealth division, lead by Jane Watts.