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Showing 91 - 100 of 112 results for "Perpetual Private"

Advisers prep for 'back-to-basics' investing

ELISE BURGESS  |  MONDAY, 15 AUG 2011
... following recent market fluctuations, but advisers are firm that strong planning principles remain the same. Perpetual Private Wealth has predicted a return to 'back-to-basics' investing with a focus on timeless strategies that protect from additional ...

Perpetual Private Wealth targets growth

RUTH LIEW  |  FRIDAY, 22 OCT 2010
Perpetual Private Wealth is aiming for year-on-year double digit growth in profits and revenue, and is planning to make further acquisitions, said Geoff Lloyd, Perpetual group executive of private wealth. Lloyd said the firm had set an ambitious growth ...

Zurich sales head joins Perpetual

RUTH LIEW  |  MONDAY, 18 OCT 2010
Perpetual Private Wealth has appointed former Zurich head of wholesale sales, Nick Langton, as general manager private client advice, as the firm ramps up its wealth arm and positions for future acquisitions. Langton, who has over 20 years experience ...

Perpetual Select Super to slash insurance premium by 40pc

RUTH LIEW  |  TUESDAY, 6 APR 2010
... package for themselves through super," said Ian Pendleton, general manager of product and fiduciary services at Perpetual Private Wealth. According to a press statement, other changes include allowing members to transfer existing cover without risk assessment. ...

Perpetual Private Wealth boosts FUA to $8.5bn

COMPANY RELEASE  |  WEDNESDAY, 16 DEC 2009
Perpetual caps the year with its third acquisition in private wealth, which takes the division's total funds under advice (FUA) to $8.5 billion. This week Perpetual bought Melbourne-based advisory firm Fordham Group for $35 million, a deal that is expected ...

Perpetual hires manager of fiduciary solutions

COMPANY RELEASE  |  WEDNESDAY, 28 OCT 2009
Perpetual Private Wealth has appointed former chief executive at the Public Trust, Peter Whitehead as national manager, fiduciary solutions. Whitehead has worked in the legal profession and trustee industry for many year, working as a solicitor and ...

Perpetual Private Clients pushes into QLD

COMPANY RELEASE  |  THURSDAY, 15 OCT 2009
... team," said Lindsay. Lindsay succeeds Andrew Thomas who has taken a role as general manager, philanthropy at Perpetual Private Wealth. John Nesbitt, group executive - private wealth at Perpetual, said Lindsay's appointment would strengthen the firm as ...

Perpetual buys Grosvenor

COMPANY RELEASE  |  THURSDAY, 1 OCT 2009
... principal, Tim Eustace. The company has approximately 30 employees, including five advisers, all of whom will join Perpetual Private Wealth. Grosvenor will continue to operate as a specialist advisory division of Perpetual Private Wealth. The acquisition ...

Perpetual poised to gain market share

MICHELLE BALTAZAR  |  WEDNESDAY, 19 AUG 2009
... at June 30, delivering underlying profit before tax of $59 million, down 60 per cent compared to last time. Perpetual Private Wealth also saw underlying profit before tax drop by 37 per cent to $29.1 million on the back of funds under advice that dropped ...

Perpetual proposes caps on exec and board pay

MICHELLE BALTAZAR  |  TUESDAY, 26 MAY 2009
... under management (FUM) fell 16.5 per cent to $25.3 billion in less than 12 months. Funds under advice (FUA) in Perpetual Private Wealth was also down 13 per cent to $6.7 billion since June 2008 to April this year - although FUA has increased since April ...