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Showing 111 - 120 of 339 results for "Lloyd"

Perpetual chief executive resigns

ALEX BURKE  |  MONDAY, 20 NOV 2017
The chief executive and managing director of Perpetual will resign after seven years at the company. Geoff Lloyd will continue leading Perpetual until 30 June 2018. His replacement will be drawn from a pool of internal candidates along with the results ...

Goldman Sachs names new raft of managing directors

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... beginning of Goldman Sachs' next fiscal year. Commenting on the raft of promotions, Goldman Sachs chairman and chief executive Lloyd C. Blankfein said: "Our new managing directors have demonstrated an outstanding commitment to our people, clients and ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
Managed accounts provider Mason Stevens has appointed a fixed income specialist and an SMA manager as part of its growth plans. Roman Gerber joined two months ago as the Separately Managed Account Manager, overseeing all SMA portfolios and working as ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Services Australia FPA Financial Planner AFP(R) of the Year Award Felicity Cooper AFP(R) - Cooper Wealth Management Nicholas Lloyd AFP(R) - ITL Financial Planning Patricia Soares Garcia AFP(R) - WB Financial FPA Paraplanner of the Year Award Adriana ...

Wealth arm projects Perpetual profit

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
... eastern seaboard and delivered significant revenue growth," Perpetual chief executive officer and managing director Geoff Lloyd said. "Fordham is now a leading referrer for Perpetual Private's strategic financial advice services. Additionally our medical ...

Perpetual case dismissed in court

ALEX BURKE  |  THURSDAY, 13 JUL 2017
... oppression case against Washington H Soul Pattinson was dismissed by the Federal Court on Monday, chief executive Geoff Lloyd said his group was simply acting in the best interests of unitholders. Perpetual, which retains shareholdings in WHSP, claimed ...

Bravura inks deal with $4.7bn insurer

ALEX BURKE  |  THURSDAY, 13 JUL 2017
Bravura Solutions' global expansion plans have been given an upgrade with a mandate from one of the UK's largest mutual life insurers. The Scottish Friendly Assurance Society (Scottish Friendly), established in 1862 and with about $4.7 billion in assets ...

Bravura extends international mandate

JAMIE WILLIAMSON  |  FRIDAY, 5 MAY 2017
Bravura Solutions was awarded a renewed mandate from the insurance business of one of the UK's largest retail banks. The financial services software provider signed a new five-year contract with Lloyds Banking Group to continue its insurance arm's funds ...

Philanthropy report offers valuable insights for NFPs: Perpetual

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
... an event for not-for-profit and philanthropy clients and partners, Perpetual managing director and chief executive Geoff Lloyd said the Giving Australia project was a landmark study for Australia's not-for-profit sector, community and policy makers. ...

Korea scopes out Aussie asset management market

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
... cross border trade initiatives could mean, and educated participants on developments in Korea's market, with FSC chair Geoff Lloyd highlighting the opportunity for collaboration on product design. Likewise, FSC chief executive Sally Loane said businesses ...