Search Results | Showing 1 - 10 of 13 results for "Wilsons Advisory" |
| | | ... markets fund administration, including her most recent role at Apex Australia while Stafford was previously at Wilsons Advisory and Goldman Sachs. The new hires strengthen the group's differentiated investment capability, said Nick Miller, co-founder ... |
| | | | Canaccord Genuity Group is acquiring Wilsons Advisory as part of efforts to grow its local operations. The acquisition has been made via Canaccord Genuity Australia, with the group saying it aligns to its strategy of growing its wealth management business ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | The former general manager of private wealth at Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where ... |
| | | | ... season, an advice and stockbroking group has identified three key trends that have so far emerged from the results. Wilsons Advisory noted that many of the companies that have reported thus far have demonstrated significant guidance restraint, with subdued ... |
| | | | ... Prior to her time at Vanguard, Hamieh was head of distribution at Centuria Capital and a distribution manager at Wilsons Advisory Stockbroking. Her appointment rounds out a number of recent executive appointments for Xplore - Michael Wright, former head ... |
| | | | Wilsons Advisory appointed two former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. ... |
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