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Showing 1 - 10 of 38 results for "Wealth Investment"

Former adviser incurs additional charges for dishonest conduct

RIDDHIMA TALWANI  |  FRIDAY, 6 MAR 2026
Former financial adviser Donald James Cuthbertson has been charged with 11 additional counts of dishonest representation. Last year, Cuthbertson was slapped with multiple charges for allegedly making dishonest representations to potential investors ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
A permanently banned former financial adviser has been slapped with multiple charges for allegedly making dishonest representations to potential investors in relation to acquiring shares in his own doomed company. Donald James Cuthbertson, the founder ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... tools to operate at scale. "The message is clear: if you want to build a differentiated, future ready whole-of-wealth investment offering, this is how you do it." S64 said it will work closely with DASH to provide access to a curated roster of leading ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
JP Morgan Asset Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New ...

Veteran adviser cops permanent ban

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
ASIC permanently banned a financial adviser who has been advising for 34 years after an investigation found, among other violations, that he misappropriated funds and dealt in derivatives without the proper authorisations. Donald James Cuthbertson ...

Advisory group appoints head of investment strategy

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... said he is excited about the opportunity to join Providence Wealth. "Having been a member of the Providence Wealth investment committee for three and a half years, I have experienced first-hand the firm's laser focus on serving its clients' investment ...

Ellerston investments chief takes board role

JAMIE WILLIAMSON  |  MONDAY, 18 OCT 2021
... organisation." Hall has been with Ellerston Capital since September 2018. He is also currently chair of the Perks Private Wealth investment committee. Prior to joining Ellerston, Hall was managing director, senior portfolio manager at BlackRock in its ...

Rest hires from NGS Super

ELIZA BAVIN  |  THURSDAY, 4 MAR 2021
... management and strategy," Rest said. "She spent six years at AMP, where she led the re-establishment of the AMP Wealth Investment Product function, management of the Master Trust and Platform investment menus, as well as product management within the ...

Former ANZ Wealth investment chief exits

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2020
The former chief investment officer for ANZ Wealth has left the business as part of the extensive job losses announced last week. Financial Standard understands Mark Rider, ANZ Wealth's chief investment officer since March 2017, has left the business. ...

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
A senior Netwealth investment research analyst is moving to Praemium. Damian Cilmi joins the managed accounts provider as its new head of investment managers and governance, starting his tenure on Monday, September 3. With the Praemium SMA already holding ...
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