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Showing 1 - 10 of 33 results for "Wealth Management Advice"

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... typically under-served, particularly in regional areas. "... Findex's model of combining best practice wealth management advice with accounting services via the one skilled multi-disciplinary firm is undoubtedly leading the charge in the industry ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... Morningstar. At CBA, Ramrakha was responsible for the investment and insurance research function within the wealth management advice business. Ramrakha is also a member of the ASX-listed Future Generation Global Fund's investment committee.

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... UBS said. "Multicultural investors are a sizable, yet underserved audience that are actively seeking wealth management advice," segment head Melinda Hightower said. "While investors often have the same overarching goals -- to grow and preserve their ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... Minnett is delighted to be able to provide clients in Tasmania access to Ords' trusted and professional wealth management advice and services," Smith said. The development comes as the firm announced seven appointments last week. Former Deutsche Bank ...

Citi hires new banking, wealth lead

ALLY SELBY  |  WEDNESDAY, 26 AUG 2020
... high net worth business in 2010, and worked his way up the corporate ladder to later become the head of wealth management advice in 2017. Most recently, Chowdhury served as the bank's head of investment specialists, where he was responsible for the bank's ...

Marianne Perkovic to depart CBA

ALLY SELBY  |  TUESDAY, 23 JUN 2020
... private banking business, however, previously served as an executive general manager of the bank's wealth management advice division. Prior to this role, she worked at Colonial First State as a general manager of distribution, before stepping into ...

Governance experts join boutique

ELIZABETH MCARTHUR  |  TUESDAY, 19 NOV 2019
... practice and goals-based investing are three of the fundamental underpinnings of the day-to-day tailored wealth management advice we provide for our clients," MGD chief executive John Barton said. "Michael and Adam bring with them years of experience ...

Escala bought by growing US firm

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
... grow. Escala chief executive Pep Perry said the firm's main goal is to provide clients with the best wealth management advice possible. "To achieve this goal, we are constantly trying to innovate and redefine how to construct the perfect portfolio for ...

CBA advice executive departs

JAMIE WILLIAMSON  |  TUESDAY, 22 MAY 2018
... at Commonwealth Bank has taken a new role at Bank of Queensland. CBA's executive general manager, wealth management advice Lyn McGrath has been appointed to lead BOQ's retail banking division. Announced as part of a raft of changes to the bank's ...

Challenger chief becomes FSC deputy chair

ALEX BURKE  |  THURSDAY, 22 MAR 2018
... wealth management group executive Annabel Spring. Perkovic was previously executive general manager for wealth management advice at CBA and chief executive of Count Financial prior to that. "I am privileged to be appointed to the FSC Board at such a ...
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