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Showing 1 - 10 of 136 results for "Macquarie Private Wealth"

Former UBS Wealth exec joins Centrepoint

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... of client advisers from 2011 to 2016. Earlier, Glass served as divisional chief financial officer of Macquarie Private Wealth, in a role that saw him lead financial control functions and transformation management programs.

Advice firm hires from Macquarie Private Wealth

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
A former division director at Macquarie Private Wealth has joined a Melbourne-based boutique wealth management firm. Paul Grifa is joining Steward Wealth as a director, along with his long-standing assistant Kiera Lecher. He joins the firm's two founding ...

Macquarie team joins Shaw and Partners

ALEX BURKE  |  THURSDAY, 22 JUN 2017
Shaw and Partners is bringing over a team of seven from Macquarie Private Wealth to manage a new Canberra office. Stephen Johnson will lead the new Canberra team along with fellow Macquarie veterans Rod Sutherland, Tom Kenyon, Penny Ponder, Neil Robertson ...

Macquarie pays the price for poor advice

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2017
... any concerns held over the quality of advice provided by Macquarie Equities financial adviser network, Macquarie Private Wealth. ASIC confirmed that a small number of cases are yet to be finalised as they are either the subject of litigation or a current ...

Two more Macquarie veterans join Shaw

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
... Partners has appointed two new advisers. The first, John Wardman, joins Shaw's Sydney office directly from Macquarie Private Wealth, where he spent 13 years. In an internal memo, Shaw and Partners head of private wealth and co-chief executive Earl Evans ...

Shaw and Partners restructures management

ALEX BURKE  |  TUESDAY, 30 AUG 2016
... executive alongside current head of private wealth Earl Evans, who was previously chief executive of Macquarie Private Wealth North America. Zion will oversee Shaw and Partners' operational activities, while Evans will manage "revenue-generating ones" ...

Shaw and Partners appoints three senior advisers

ALEX BURKE  |  TUESDAY, 23 FEB 2016
... including another two Macquarie veterans. Alasdair Burns and Greg Sadler have joined Shaw and Partners from Macquarie Private Wealth and Macquarie Equities respectively; both had been working at Macquarie for over 15 years each prior to making the move. ...

Shaw and Partners appoints another Macquarie vet

ALEX BURKE  |  TUESDAY, 24 NOV 2015
... Stockbroking, and of the 17 hires reported in Financial Standard since July - including former chief executive of Macquarie Private Wealth North America Earl Evans, who joined as head of private wealth - 11 have held positions at Macquarie.

Macquarie set to pay $14m to advice clients

LAURA MILLAN  |  MONDAY, 2 NOV 2015
... industry because it reviews advice given by Macquarie financial planners going back to 2 March 2004, when Macquarie Private Wealth (MPW) obtained its Australian financial services license (AFSL). Overall, Macquarie Group reported a net profit after tax ...

Shaw and Partners appoints more institutional execs

LAURA MILLAN  |  WEDNESDAY, 21 OCT 2015
... institutional equities, Marlon Freeman as head of equity capital and as many as 10 advisers including former Macquarie Private Wealth North America chief executive Earl Evans and Macquarie veterans David Schmidt and analyst Cameron Duncan.
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