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Showing 1 - 10 of 36 results for "Executive Wealth"

Pacific Current names acting chief executive

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... 1. Her work experience includes leading the financial planning unit of NAB and serving as managing director of Executive Wealth Strategies. Among her numerous board roles, Dawson is a non-executive director at Vision Super.

Iress Wealth appoints interim chief

ELIZABETH FRY  |  FRIDAY, 22 SEP 2023
... operating chief Amara Haqqani to Mitchell's role in an acting capacity. Mitchell's new title is group executive wealth and UK. Although temporary, the promotion caps a meteoric rise for Haqqani. Just one month ago, the ASX-listed firm named Haqqani ...

Australian Unity kicks off capital raise

CHLOE WALKER  |  TUESDAY, 7 MAR 2023
... very high 98% occupancy and its weighted average lease expiry is 16.4 years." Meanwhile, Australian Unity chief executive wealth and capital markets Esther Kerr-Smith said the strong, ongoing interest from investors is a demonstration of Australian Unity's ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Glenbuckie, Aim Financial Advice and Strategic Wealth Management were previously operating under IOOF's Bridges and Executive Wealth Management Financial Services. Sydney-based Strategic Wealth Management principal Nicholas Moustacas said one of ...

AMP names new chief executive

ANNABELLE DICKSON  |  THURSDAY, 1 APR 2021
... has named his successor. Alexis George has been at ANZ for over seven years as deputy chief executive and group executive wealth Australia, overseeing the sale of the business in 2018. She first joined ANZ as global managing director - insurance - ANZ ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... Glenbuckie, Aim Financial Advice and Strategic Wealth Management were previously operating under IOOF's Bridges and Executive Wealth Management Financial Services. Sydney-based Strategic Wealth Management principal Nicholas Moustacas said one of ...

Count Financial adds member firm

ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
... forward-looking licensee to enhance the financial advice process. The firm was previously licensed by IOOF's Executive Wealth Management, which IOOF recently flagged would be closed in the coming months. "Count has invested heavily in resources and technology ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... follow the news earlier this week of IOOF's acquisition of MLC and consolidation of licensees, closing FSP, Executive Wealth Management and Actuate and transitioning the attached advisers to their choice of remaining IOOF licensees. Marking its second ...

IOOF acquires OnePath at a discount

ELIZA BAVIN  |  THURSDAY, 17 OCT 2019
... business banking in Australia and New Zealand, and institutional baking across the Asia Pacific region," ANZ group executive wealth Alexis George said. While there has been a reduction in the sale price, there have been offsets included and it also provides ...

ANZ changes advice model, cuts Prime Access

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
... the group entered an enforceable undertaking with ASIC in relation to Prime Access. At the time, then-ANZ group executive wealth Australia, Alexis George said: "We acknowledge we did not meet customers' expectations by not providing them the services ...
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