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Showing 1 - 10 of 69 results for "National Financial"

UBS completes landmark Credit Suisse acquisition

ANDREW MCKEAN  |  TUESDAY, 13 JUN 2023
Wealth management powerhouse UBS has completed its acquisition of Credit Suisse, marking the end of the largest banking deal since the 2008 Global Financial Crisis. UBS acquired the crisis-stricken Credit Suisse for US$3.2 billion, with support from ...

Foundation rolls out financial literacy program for students

CHLOE WALKER  |  THURSDAY, 10 FEB 2022
... of its work with government, community organisations, educators, and industry under the federal government's National Financial Capability Strategy. Commenting on the initiative, Ecstra chief executive Caroline Stewart said that Talk Money is designed ...

Saxo taps Bell Direct, IOOF talent

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
... strategist Eleanor Creagh departed in August to join REA Group as a senior economist. Former IOOF Holdings national financial wellbeing manager David Harvie also joins Saxo as head of direct sales. "I'm looking forward to sinking my teeth into this new ...

Chief economist update: The next generation

BENJAMIN ONG  |  WEDNESDAY, 22 JUL 2020
It didn't happen overnight, but it did happen. After five days of deliberation, negotiation and compromise, leaders of the 27 governments that make up the European Union (EU) unanimously agreed to an unprecedented €750 billion "Next Generation ...

Multi-boutique adds to US team

KANIKA SOOD  |  MONDAY, 13 JUL 2020
A local multi-boutique has appointed a managing director for Americas, in a newly-created role focussed on expanding its distribution in the region. Jeff Chapman - owned Bennelong Funds Management has appointed Daniel Allen as the managing director ...

Super funds merge, board revealed

ELIZA BAVIN  |  WEDNESDAY, 1 JUL 2020
... sustainable long-term returns for members." Stewart said the merger has created Australia's largest member owned national financial advice network, which will make it easier for members to access help and support. "Our scale will enable us to drive ...

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
... advice," Bridges chief executive Nathan Stanton said. "Bridges has grown to become one of Australia's largest national financial planning and stockbroking organisations and, during this time, has become the partner of choice for the customer-owned banking ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
Apt Wealth Partners, a national financial advice business with more than $1.5 billion in funds under management, has acquired a Melbourne-based advice firm. Apt Wealth Partners has acquired Semaphore Private. The acquisition will see James McGregor ...

Fund manager exits global debt, chief resigns

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
... Ohlsson said. "SPW is a leading wealth manager with a growing presence in Australia and is part of the multi-national financial services provider Sanlam Limited," Equity Trustees said. "This new setup will provide the fund with a robust framework within ...
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