Search Results | Showing 101 - 110 of 124 results for "Perpetual Private" |
| | | ... with someone that could bring a greater scale and quality and Macquarie was the obvious choice." Around 110 Perpetual private wealth advisers already used the PACT platform, which will be open to the market when the offering is complete next year. "This ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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