07/25/2014

Aust Unity bids for Premium Wealth Management

The companies announced they had executed a non-binding indicative offer under which Australian Unity Personal Financial Services would acquire all the shares in Premium Wealth Management.

07/22/2014

RBC Wealth Management boosts team

The veteran private banker is said to be joining former employer RBC Wealth Management, having left Coutts earlier this month. RBS is reportedly considering selling the overseas arm of the private bank.

07/18/2014

Dees sign new wealth partner

Under the arrangement, Akambo Private Wealth will be the ‘Official Wealth Management Partner of the Melbourne Football Club’

07/18/2014

Prime invests in advisory firm

"The investment in MPR Group is part of Prime's plan to increase the number of combined accounting and advisory investments incorporating wealth management JVs".

07/15/2014

Bit Trade eyes move into Australian wealth management

Bit Trade Australia is applying for an Australian Financial Services Licence as the company attempts to test the waters of wealth management and merchant services, despite the risk and volatility surrounding Bitcoin – the world’s most famous d