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| | | ... be a significant asset to Mason Stevens," Mason Stevens said. "Brad is passionate about helping clients maximise their wealth and working with advisers to deliver the best possible investment solutions for clients throughout their investment journey." ... |
| | | | ... insights into the philanthropic and charity sectors. In a special edition of its annual philanthropy insights report, the wealth manager said despite incremental changes in funding across some sectors, overarching trends have held relatively steady ... |
| | | | ... experience in driving operations, enhancing customer experience, and optimising service delivery. She joins from BT, the wealth management division of the Westpac Group, most recently as its head of service and operations. Meanwhile, Way will help advisers ... |
| | | | The Australian Wealth Advisors Group (AWAG) and Teaminvest Private Group (TIP) have partnered to launch the Succession Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning ... |
| | | | ... interconnected financial world," he said. "The ability to meet the demand for truly innovative products for Australian wealth advisers, institutions and researchers is not to be understated in a market that is desperately seeking differentiation." |
| | | | ... Crestone fields a team of about 350 employees, including a network of 100 advisers across Australia. In a statement, the wealth management firm said the acquisition will bolster its national presence with offices in Adelaide, Brisbane, Melbourne, Perth ... |
| | | | Evalesco Financial Services and Principal Edge Financial Services have announced a strategic merger. Evalesco chief executive Jeff Thurecht will lead the combined business as chief executive, alongside director Marshall Brentnall and general manager ... |
| | | | ... Management Committee. Prior to his experience at Morgan Stanley, Chappuis enjoyed successful spells at Citigroup's Global Wealth Management Group in various senior capacities, including the role of managing director of Citigroup alternative investments. ... |
| | | | David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ... |
| | | | ... who have already commenced in their roles. Arundell joins from CVS Lane to become the relationship director; he brings a wealth of experience across real estate investment. Prior to CVS Lane, he was the director in real estate advisory for Western Australia ... |
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