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Showing 1 - 10 of 11 results for "Hamilton Wealth"

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... traditionally only available through personal advice. Its white label partners already include wealth management firms, Hamilton Wealth Partners, Wentworth Securities and Collins House Private Wealth and asset managers, SG Hiscock and Blackmore Capital. ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... to retail clients, launching four investment options for entry level investors who want to build their wealth. Hamilton Wealth Partners has launched HWP invest, available to investors with a minimum of $10,000. The four options of balanced, growth, high ...

Hamilton Wealth Partners co-founder leaves

KANIKA SOOD  |  FRIDAY, 30 APR 2021
Melbourne advice firm Hamilton Wealth Partners' co-founder and chief operating officer has left the business after eight years. Ian Gillies was also a partner and a financial adviser. He leaves as he heads into semi-retirement at the age of 64. His ...

FASEA adds adviser representative to board

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... been appointed to the FASEA board three months after the resignation of CountPlus chief executive Matthew Rowe. Hamilton Wealth managing director Will Hamilton has been appointed as a part-time director to the FASEA board, effective this week. Hamilton ...

Fee discounts harder for active ETFs

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
... management as advisers with big books of client money choose to go the traditional way - through unlisted trusts. Hamilton Wealth Management, which advises on almost $500 million of client assets, says if an actively-managed fund that it currently uses ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took the decision to pull out 4% of this that was ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... that they don't like them - they're not using a different form of investment; they're just not investing." While Hamilton Wealth Management chief executive Will Hamilton uses managed accounts (both IMAs and SMAs) for a similar proportion of his clients ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... "When you get to the advanced stage of a market, a lot of people feel that they can do it on their own," said Hamilton Wealth Management chief executive Will Hamilton. At the same time, it would appear advice-averse HNWIs are interested in getting help ...

Not-for-profit investors value non-alignment: Hamilton

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
... independence as a selling point with not-for-profit foundations, according to Will Hamilton, chief executive of Hamilton Wealth Management. Hamilton Wealth Management recently won its first mandate from a religious charitable foundation. Hamilton did ...

Hamilton calls for stricter SMSF licensing

MARK SMITH  |  WEDNESDAY, 5 FEB 2014
... from property spruikers and unscrupulous promoters of geared investment strategies within SMSFs, according to Hamilton Wealth Management's Ian Gillies. The Reserve Bank, Australian Taxation Office and Australian Securities and Investments Commission ...
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