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Showing 21 - 27 of 27 results for "Mutual Trust"

Family office patriarchs need to know when to let go

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
... offices benefit in the long run when a leader learns how to transition over to the next generation, according to Mutual Trust client services director Brad Simmons. In an "open letter to the family patriarch," Simmons noted the difficulty some "entrepreneurs ...

Family office administration wasted on inefficient reporting: FOX

ALEX BURKE  |  FRIDAY, 27 MAY 2016
... verifying, analysing and consolidating financial information; for some, this process takes up 75% of time. According to Mutual Trust client services director Brad Simmons, "This leaves precious little time for the functions that contribute to the true ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
Multi-family office and wealth management firm Mutual Trust has appointed Northern Trust to provide global custody services for a portfolio of international assets. Mutual Trust chief operating officer wealth management Andrew Wood said the appointment ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 19 JUN 2015
... McDermott joins BTFG from Suncorp, where he was executive general manager of distribution for personal insurance. Mutual Trust makes two senior appointments - Jono Gourlay has been appointed head of Mutual's investment advisers team and Paul Hockridge ...

Mutual Trust makes two senior appointments

STAFF WRITER  |  MONDAY, 15 JUN 2015
Mutual Trust recently expanded its wealth management and taxation advisory teams with two senior appointments. Now leading Mutual's team of investment advisers is Jono Gourlay. He has more than 20 years' experience in advising families, private individuals ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
... trials responded positively and many are expected to fully incorporate WealthCraft into their business practices. Mutual Trust, one of Australia's leading Family Offices, has adopted WealthCraft across its wealth management business after participating ...

Planning group Genesys signs research deal with van Eyk

ALISON BEVEGE  |  TUESDAY, 12 JUL 2011
... blokes out at Epping." Andrew Alcock, chief operating officer for Genesys, said the relationship had been one of mutual trust and respect built up over the many years. "van Eyk continues to deliver a quality investment research tool for our advisers' ...
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