Search ResultsShowing 1 - 10 of 38 results for "Patersons"
Patersons launches first SMAs
ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...
International firm acquires advice group
JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
... financial advice group with more than 120 advisers on its books is to be acquired by a major Canadian wealth manager. Patersons Securities is being purchased by Canaccord Genuity via its Australian operations, Canaccord Financial Group. As a result ...
Advice groups sign on to HUB24
KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... white-labelled solution of the HUB24 platform. On November 30, HUB24 said it would deliver a custom platform solution to Patersons Securities , which already has an existing in-house platform called Accolade. The group currently has 113 financial advisers ...
HUB24 secures bespoke platform mandate
JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
... delivering a custom platform solution to the national adviser network of a 115-year-old wealth management business. Patersons Securities selected HUB24's platform to white label and run alongside its existing in-house platform Accolade. Patersons currently ...
Firetrail to launch $305m IPO
KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... manager while Wilsons, Ord Minnett, Taylor Collison and Morgans are acting as joint lead managers. Crestone, Bell Porter, Patersons and FinEx Wealth are acting as co-managers. The boutique will pay $9.4 million in expenses to joint lead managers, legal ...
L1 Capital prepares for LIC IPO
JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... Wilsons will serve as co-lead managers alongside the bank. Further, Macquarie, Bell Potter, First NZ, Hunter Capital, Patersons and Shaw and Partners will act as co-managers. With the Long Short Fund closed to new investors, its listed counterpart will ...
Paragon hires distribution head from Challenger
ALEX BURKE  |  WEDNESDAY, 29 MAR 2017
... established in 2012 by managing director John Deniz, former analyst at GBS Venture Partners, Aegis Equities Research, Patersons Securities and Eye Management; and fund manager Nick Reddaway, who was previously a fund manager at K2 Asset Management and ...
Market wrap
AAP  |  FRIDAY, 17 APR 2015
... share price, despite an overnight rise in base metal prices, is a sign of profit taking after several days of gains, Patersons Securities economist Tony Farnham said. "It's had a good run up; people have said, `now's an opportunity to realise some of ...
ASIC bans former Patersons adviser for life
ALEX BURKE  |  FRIDAY, 13 MAR 2015
The Australian Securities and Investments Commission (ASIC) has permanently banned a former Patersons Securities retail operations manager and financial adviser from practicing financial services. Based on a voluntary report submitted by Patersons Securities ...
Brisbane adviser pleads guilty to $9 million fraud
LAURA MILLAN  |  FRIDAY, 28 NOV 2014
... in jail. Tu is charged with 33 counts of fraud and 21 counts of fraudulent falsification of records. An employee of Patersons Securities, Tu misled 18 separate individual clients to invest a total of $9,179,073 between September 2008 and September 2013. ...
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