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Showing 1 - 10 of 30 results for "Wilsons"

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... joined from UBS Asset Management, where she managed investment strategy, before serving as head of asset allocation at Wilsons Advisory and subsequently accepting the investment chief position at Escala in 2019. As for Howard, the former UBS Wealth Management ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... financial adviser at the Westpac Group for over three years before that. He also held similar titles at ANZ, deVere Group, and WILSONS. Commenting, Gow said Equity Story has an "outstanding reputation" in analysing the market and he is privileged to ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... Ross the licence for the last few years. But with nearly 17 years' experience in practice development roles, including at Wilsons Advisory and Stockbroking, BT Financial Group, and Centrepoint Alliance, Ross said she felt that rising to more senior corporate ...

High-profile stockpicker hires from WTW

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... risk and controls solutions practice and was a senior Manager when I left PwC in 2012. Interestingly, Zinurova moved to Wilsons Asset Management from WTW, where she worked for ten years most recently as director of manager research Australia and head ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
Statton Partners will join Wilsons Advisory Private Wealth division, adding the firm's clients, client assets and advisers to the business. The Statton Partners team will be moving into Wilsons Advisory's Sydney offices in the coming months ...

Ord Minnett welcomes head of private wealth

CHLOE WALKER  |  FRIDAY, 28 APR 2023
... boasts over 18 years' experience in the financial services industry, having held senior positions at NAB, Westpac and at Wilsons, where he was general manager of private wealth. Most recently, he served as Ord Minnett's state manager, Victoria and South ...

Cboe Australia chief exits, successor named

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
... included managing director, co-head of global markets for Australia and New Zealand. He also held roles at Prudential Bache, Wilsons Stockbroking and Craigs Investment Partners. Quinn spent more than 21 years at AllianceBernstein, most recently as global ...

Wilsons Advisory fined $550k by ASIC MDP

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
Wilsons Advisory and Stockbroking paid the significant penalty which was issued by the Markets Disciplinary Panel (MDP) after it found the firm to have incorrectly reported many trades as Trade with Price Improvement (TWPI). The $548,328 penalty was ...

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
... held roles including head of portfolio services and technology manager. He's also previously worked for Next Financial, Wilsons HTM, Broadridge and Creativemass. In the new role, he will lead the continued development and enhancement of the platform's ...

Capital raisings remain possible: MinterEllison

CHLOE WALKER  |  MONDAY, 22 AUG 2022
... managing director Amelia Hill, Next Capital partner Bing Jiang, Pinnacle Investment Management general counsel Calvin Kwok, Wilsons director Will Lawrence, Metrics Credit Partners managing director Andrew Lockhart, Brookfield Asset Management managing ...
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Editor's Choice

Australia an 'efficient' market for multinationals

MATTHEW WAI
A new report by Mercator by Citco (Mercator) has revealed that while multinational organisations face significantly higher operations demands in Asia-Pacific (APAC), Australia has proven to be one of the most efficient markets.

Brighter Super default members earn 11% in FY25

KARREN VERGARA
Brighter Super's MySuper option achieved 10.9% p.a. for the 2025 financial year, exceeding performance for the medium and long term.

SIAA chief executive steps down

ELIZA BAVIN
Stockbrokers and Investment Advisers Association chief executive Judith Fox will step down after six years in the role.

GQG assets hit record high despite underperformance

KARREN VERGARA
GQG Partners' assets jumped $4 billion to reach a record high of US$172.4 billion for the 2025 financial year despite experiencing "short-term relative underperformance".

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