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Showing 81 - 90 of 189 results for "Advisory Group"

Family offices put focus back on equities: Research

EMMA RAPAPORT | TUESDAY, 26 SEP 2017

... 13% have written plans in place and 19.4% have no plan at all. UBS Wealth Management executive director, family advisory group, Asia-Pacific Edith Ang said she views the trend towards the development of succession plans as "positive", as greater emphasis ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT | WEDNESDAY, 6 SEP 2017

... acquisition of; the Pride Group, LFPS FLP, Wise Planners, and Harvest Wealth in 2015; RIT, Wealthwise, Priority Advisory Group, Sterling Planners, Logiro, and On-Track in 2016; and MTP, P&P, and FHM in 2017. AZ NGA confirmed that it holds a shortlist ...

Bennelong creates NSW distribution role

JAMIE WILLIAMSON | FRIDAY, 1 SEP 2017

Bennelong Funds Management recruited a Betashares account manager for a newly created distribution role. Taking on the new position of director - wholesale sales NSW, David Whitby will provide additional support to high-net-worth and independent advisory ...

Independent director joins Westpac board

KARREN VERGARA | TUESDAY, 22 AUG 2017

... University of Technology Sydney Vice Chancellor's Industry Advisory Board, and the Federal Government's FinTech Advisory Group. Westpac chair Lindsay Maxsted said Caesar's experience, particularly in technology and innovation will help strengthen the ...

Association launches retirement savings research hub

JAMIE WILLIAMSON | TUESDAY, 18 JUL 2017

... Australia, Curtin University, University of New South Wales and Macquarie University to provide input via an academic advisory group. Adjunct professor at Monash University Dr Phillip Dolan will assist in establishing the group. Dolan is a former dean ...

Family offices partner for major US acquisition

ALEX BURKE | THURSDAY, 22 JUN 2017

... private wealth investors, made the acquisition for US$174 million (including refurbishment). Australian boutique advisory group LS Global Advisors led the local capital raising. The eight assets acquired are located in Arizona, Colorado, Oregon and Utah ...

Hedge fund star joins Merchant Group line-up

ALEX BURKE | TUESDAY, 28 MAR 2017

... Entrust Private Wealth Management senior investment adviser Andrew Chapman, who also chairs the Western Australian advisory group at OzHarvest.

SMSFs benefit from DomaCom deal

JAMIE WILLIAMSON | TUESDAY, 7 MAR 2017

... property acquisition transaction via managedaccounts.com.au. Undertaking the transaction on behalf of Sydney-based advisory group Benwest Investment Services, DomaCom chief executive Arthur Naoumidis said the firm is pleased to have proven how the fractional ...

Myer Family Company appoints CIO

ALEX BURKE | TUESDAY, 7 FEB 2017

... Walk as head of investments. Drew and Walk are the founding directors of Drew Walk & Co, a boutique investment advisory group. MFCo chief executive Danielle Press said that Drew and Walk "developed a national reputation for developing innovative and ...

Government repeats fintech focus

JAMIE WILLIAMSON | FRIDAY, 27 JAN 2017

... government's existing fintech initiatives, aiming to grow the sector. He spoke of the establishment of the FinTech Advisory Group, tax offsets for early stage investments and of the government's unique - and somewhat controversial - regulatory sandbox ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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