The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Family Office

Mutual Trust adds three partners

BY ELIZABETH FRY | MONDAY, 14 OCT 2024 12:30PM

One of the country's oldest wealth management groups has promoted three staffers to partner.

Upgrade your subscription to access this article

And gain access to:

All archived news content
Access to the Financial Standard app
Home page news customisation
Financial Standard 's fortnightly newspaper
25% discount on tickets to networking events

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

VIEW COMMENTS

Related News

►	Mutual Trust merges with CMS Private Advisory
►	Former ASIC commissioner joins Insignia Trustees
►	Global economy to grow at a slower positive rate
►	OC Funds Management snares senior investment analyst
►	New role for Mutual Trust investment chief
►	Super leaders recognised
►	Boutique hires from Deloitte
►	Chief investment officer departs Mutual Trust
►	Hostplus, HNWs back CSIRO fund
►	Perpetual introduces new family office team

Editor's Choice

Settlement reached in Caddick class action

ELIZA BAVIN

Lawyers leading the class action said they feel the settlement is a "great outcome" for the applicants.

Platinum, Regal put acquisition talks to bed

JAMIE WILLIAMSON

After completing due diligence, Regal Partners says it is no longer interested in acquiring Platinum Asset Management. It comes as the latter confirms its first deal under the new Platinum Partner Series initiative.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Videos

Brought to you by

Under the hood

Confidence guaranteed

Recipe for retirement readiness

Entering a new era

Gearing up

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

READ MORE

Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

READ MORE

Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

READ MORE

Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

DEC

Advisers Big Day Out - Adelaide

Featured Profile

MORE PROFILES

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

READ MORE