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Showing 101 - 110 of 123 results for "Perpetual Private"

Perpetual posts results, buy-back option

ELISE BURGESS | FRIDAY, 26 AUG 2011

... well advanced in the selection-making process for an external provider of platform administration services for Perpetual Private Wealth clients. Overall Ryan said that external factors were still impacting on the business, but its new streamlined operations ...

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 ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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