Search Results | Showing 91 - 100 of 112 results for "Perpetual Private" |
| | ... 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 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 ... |
| | | 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 ... |
| | | ... 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 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 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
|