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Showing 91 - 100 of 284 results for %22Perpetual Private%22

Perpetual thinks outside value investing

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... infrastructure to help them develop and grow. Of course, we remain fully committed to active value investing." Perpetual Private recorded $2.5 billion in FUA for charitable trusts and endowment funds; before-tax profit was 2% lower at $22.6 million. ...

Yarra Capital adds to investment team

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
... Awards 2019 in the fixed income -- aggregate bonds. It is competing against strategies from PIMCO, Vanguard, iShares and Perpetual. The winner will be announced on Wednesday, 13 February in Sydney.

Platypus distribution director departs

KANIKA SOOD  |  THURSDAY, 8 NOV 2018
... the business' distribution arrangements," a spokesperson for the boutique said. Hearne has worked at AMP Capital, Perpetual and Zurich financial services in account management roles and with different financial advice firms and dealer groups. Fidante ...

Qualitas seizes non-bank financing opportunities

KARREN VERGARA  |  THURSDAY, 18 OCT 2018
... for investors to diversify their portfolios with exposure to real estate loans secured by first or second mortgages. Perpetual Corporate Trust is the responsible entity and custodian of the trust. Qualitas has worked with Perpetual since 2014. Perpetual ...

Perpetual distribution lead departs

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
The general manager of distribution at Perpetual has taken a new role with a $441 billion boutique fund manager. Neuberger Berman has appointed Matt Thompson to lead its intermediary distribution capability in Australia. Neuberger Berman said the appointment ...

Platform providers crack S&P/ASX 300

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
... the S&P/ASX 300 which represents the largest 300 companies by float-adjusted market cap listed on the ASX. Meanwhile, Perpetual Limited has slid out of the S&P/ASX 100 index. Its spot is going to Reliance Worldwide Corporation Limited - a stock loved ...

Perpetual reports $140m profit, investments business dips

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
... Fund, while our credit and fixed income suite is performing well and attracting investment flows," he said. Perpetual Private swelled profit before tax by 14% to hit $46 million. Fordham continued to be the largest referral partner to advice business ...

Former advice specialist hired as Zenith analyst

KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... started earlier this year. James Damicoucas spent two-and-a-half years as an associate financial adviser at Perpetual Private and Wattle Partners (formerly Sornem Wealth). As a Zenith investment analyst he will research fund managers as a part of its ...

Advice dealer group appoints executive

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... the chief financial officer. She is also a former chief financial officer of The Trust Company, which was acquired by Perpetual December 2013, and has held key strategy roles with AMP and Bank of America Merrill Lynch. Fitzpatricks Group managing director ...

MLC announces new chief executive

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... the reins on 1 September 2018. Geoff Lloyd will lead MLC after six years as chief executive and managing director of Perpetual. He will report directly to NAB chief executive Andrew Thorburn. The appointment follows NAB's announcement in May it will ...