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Showing 111 - 120 of 123 results for "Perpetual Private"

Perpetual proposes caps on exec and board pay

MICHELLE BALTAZAR | TUESDAY, 26 MAY 2009

... 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 ...

Perpetual buys Financial Pursuit

MICHELLE BALTAZAR | WEDNESDAY, 18 MAR 2009

... Pursuit, a Sydney-based planning firm with $200 million of funds under advice (FUA). The acquisition increases Perpetual Private Wealth's total funds under advice by three per cent to $6.4 billion. John Nesbitt, group executive of Perpetual's Private ...

Perpetual appoints Haramis

COMPANY RELEASE | FRIDAY, 10 OCT 2008

Perpetual Private Clients has appointed ex ANZ head of advisory and risk George Haramis as Victorian state manager. Haramis' experience includes managing and building financial services businesses, establishing both retail and wholesale distribution ...

Perpetual to review cost base

MICHAEL HOBBS | WEDNESDAY, 28 MAY 2008

... recorded falls across its Australian equity assets and institutional businesses. The firm's advice division, Perpetual Private Clients, saw funds under advice fall five per cent since the end of June last year to $8 billion. "While Perpetual Private ...

Skandia appoints new tech services head

CHRIS NICHOLLS | MONDAY, 29 OCT 2007

... Perpetual executive Damian Hearn as technical services manager. Hearn was previously technical services manager for Perpetual Private Clients, a role he held since 2004. He also spent time working at Asgard Wealth Solutions and Colonial First State. ...

Perpetual rejigs wealth and asset mgmt arms

MICHAEL HOBBS | MONDAY, 17 SEP 2007

... incur any costs as a result of the restructure, Deverall said, "It signals the growing strategic importance of Perpetual Private Clients which will now be part of the new private wealth business unit." The announcement of the overhaul coincides with ...

Perpetual charity

MICHAEL HOBBS | TUESDAY, 11 SEP 2007

... challenged by the need to generate income to fund day to day operations," said David Knowles, head of philanthropy, Perpetual Private Clients. "Perpetual has tailored an investment vehicle designed to meet these specific needs, so that these organisations ...

Perpetual strategy bears fruit

MICHAEL HOBBS | WEDNESDAY, 22 AUG 2007

... increasingly diversified. "Our portfolio of business has become more balanced with the growing contribution of Perpetual Private Clients and Perpetual Corporate Trust," he said. In the 2007 financial year for example, the private client funds received ...

Perpetual shifts gears for accumulators

Perpetual Private Clients has turned its attention to investors aged 35 to 50, launching two investment choice options that offer gearing without the hassles of traditional margin lending products. Scott Riedel, head of Perpetual Private Clients, said ...

Industry reports more soaring profits

NICK OLIVER | WEDNESDAY, 21 FEB 2007

... Count Financial. Another winner was Perpetual, reporting an operating profit after tax of $68.8 million, with Perpetual Private Clients making up almost 20 per cent of the groups after tax profit. Funds under advice has grown 9 per cent over the past ...

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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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