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Showing 981 - 990 of 2811 results for "Advisory"

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR  |  MONDAY, 28 SEP 2020
... Macready has stepped into a new role. He has joined the investment committee of Paua Wealth Management, a boutique wealth advisory firm. Macready has been recognised as an industry leader in impact investing, bolstering Christian Super's impact strategy ...

Six Park, Rollit Wealth announce partnership

ALLY SELBY  |  MONDAY, 28 SEP 2020
... share market." Employees will now be able to access low-cost, diversified investments guided by Six Park's investment advisory committee, he said. "We believe this is a great investment approach for everyday Australians seeking to achieve their financial ...

NowInfinity founders join boutique

KARREN VERGARA  |  THURSDAY, 24 SEP 2020
... businesses with their succession plans. Amreeta Abbott and Vitalii Symon have joined Succession Plus, a business succession advisory firm with offices nationwide, New Zealand and the UK. Abbott is a shareholder and board member, while Symon, who was ...

Westpac reaches $1.3bn AUSTRAC deal

ELIZA BAVIN  |  THURSDAY, 24 SEP 2020
... been conducted." In June, Westpac released the findings from an internal review of its compliance issues as well as the advisory panel report on governance and accountability in which King admitted the bank's multiple failings. "Westpac is taking ...

Magellan, Barclays back new firm

KANIKA SOOD  |  MONDAY, 21 SEP 2020
... John Cincotta, Matt Hanning and Chris Williams as other founding partners. The firm will provide corporate and strategic advisory, equity and debt capital markets underwriting, cash equities, research, prime brokerage and fixed income services in Australia. ...

Australian Ethical hires from BlackRock

ELIZA BAVIN  |  FRIDAY, 18 SEP 2020
... Ethical from BlackRock where she was most recently the director of retail client business and was responsible for wealth advisory sales across Victoria, South Australia, Tasmania and Western Australia. Prior to joining BlackRock, she was the national ...

CountPlus firm makes acquisition

KARREN VERGARA  |  THURSDAY, 17 SEP 2020
... ASX-listed CountPlus's subsidiary AdviceCo will pay $400,000 for accounting revenues of Arch Capital, a boutique wealth advisory firm offering SMSF, tax, accounting and wealth planning advice, founded by Nigel Baker in 2012. AdviceCo will pay 65% ...

Lonsec to sell 37% stake to Generation

KANIKA SOOD  |  THURSDAY, 17 SEP 2020
... with its clients comprising a significant proportion of Australia's leading fund managers, superannuation funds, advisory groups and wealth platforms. This investment in Lonsec will provide GDG with a highly strategic foothold in an attractive market ...

Local fundie to manage US funds

KANIKA SOOD  |  WEDNESDAY, 16 SEP 2020
... director. He has previously worked as Newgate Capital Partners' head of venture capital and a director at Melbourne corporate advisory firm Greenwich Capital Partners. The addition takes Auctus's total assets under management to $220 million, of which ...

VFMC director nabs global role

ALLY SELBY  |  TUESDAY, 15 SEP 2020
... Management Corporation and Australia Post Superannuation Scheme, as well as a member of Queensland's state investment advisory board. She also sits on the board of WorkSafe Victoria. Wilton currently serves as the chair of CFA Society National Diversity ...