Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 21 results for "Commonwealth Private"

Nuveen, Commonwealth Private partner to launch REIT

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... investment trust, with US$300 million of Nuveen's capital invested alongside client investments, Nuveen said. Commonwealth Private is seeding the vehicle as an anchor investor, and the strategy will form part of the real estate portion of its model ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
Ralf Haase established the CPO in 2009 to develop and lead the ultra-high net worth business segment of Commonwealth Private. CBA restructured the business unit in June, folding into Commonwealth Private and making Haase redundant. Prior to his time ...

Marianne Perkovic to depart CBA

ALLY SELBY  |  TUESDAY, 23 JUN 2020
... replacement. "We can confirm that Marianne Perkovic will be leaving her position as executive general manager of Commonwealth Private, and will finish up with CBA in October," he said. "She has been instrumental in driving multiple improvements within ...

New partner at Koda Capital

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... Brisbane: Will Douglas, who has previously worked for UBS Wealth Management, and Nik Velde who has worked with Commonwealth Private in Sydney. Late last year, the firm added Troy Armstrong from Escala and Victoria Lindores from Pitcher Partners. Earlier ...

ASIC reveals advice remediation progress

HARRISON WORLEY  |  THURSDAY, 1 AUG 2019
... ASIC said the 1.5 full-time equivalent staff resource figure was provided by Commonwealth Securities, with Commonwealth Private, Commonwealth Financial Planning, Financial Wisdom and Count Financial reporting no staff were working on the program. All ...

Industry fund appoints chief executive

HARRISON WORLEY  |  FRIDAY, 15 FEB 2019
... extensive experience in wealth management and administration, having previously served as a general manager at Commonwealth Private. Earlier, he served as chief executive of Symetry Limited and was also the head of financial planning at BankSA. Statewide ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... providing financial advice to high-net-wealth individuals. In a media release, Wilsons said the two former Commonwealth Private advisers specialise in private wealth and portfolio management both in Australian and overseas markets. The hires are Wilsons' ...

RECAP: Advice in the Royal Commission spotlight (Day 4 and 5)

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... charged fees by Count Financial in three cases identified by the bank in 2015, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged. Meanwhile Federal Treasurer Scott Morrison, while door stopping in Sydney said he had great ...

ROYAL COMMISSION: Top stories

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... ongoing service fees to clients it knew had passed away. Providing testimony, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged that on at least three separate occasions authorised representatives of Count were identified ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... it knew had passed away. Providing testimony to the Royal Commission today, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged that on at least three separate occasions authorised representatives of Count Financial were ...
PAGE:
1
PREVIOUS
NEXT