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Showing 1371 - 1380 of 2974 results for "Phil"

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
Fitzpatricks Group has acquired a Melbourne based financial advice firm with a private client base of more than 3500 following its fresh capital injection from Quadrant Private Equity and Yorkway Capital Partners. The acquisition of Retirement Victoria ...

New manager for Charter Hall fund

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
A former senior executive at GIC Real Estate is the new fund manager for Charter Hall's Prime Office Fund. Following a formal recruitment process, Matthew Brown has been appointed to manage the $3.5 billion fund, leveraging his 20 years' experience ...

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
A newly-formed fintech partnership will enable Centrepoint Alliance financial advisers to develop stronger client relationships as well as provide tools to promote shared responsibility for the client's financial situation. A full-service money management ...

Boring is good

BENJAMIN ONG  |  WEDNESDAY, 6 SEP 2017
Less than a fortnight from now, Philip Lowe celebrates his first anniversary as Governor of the Reserve Bank of Australia (RBA) - succeeding Glenn Stevens on 18 September 2016. One thing that could be said about his first year stint as head honcho of ...

Australian Ethical sees 34pct member surge

ALEX BURKE  |  THURSDAY, 31 AUG 2017
... said. Given the significant increase in members and 42% spike in net flows, though, Australian Ethical managing director Phil Vernon was positive about the outlook for FY18, arguing: "This growth demonstrates that more and more people disillusioned with ...

EQT eyes global expansion

KARREN VERGARA  |  MONDAY, 28 AUG 2017
Equity Trustees (EQT) is well positioned to expand globally after a successful acquisition and corporate restructure boosted its bottom line performance in the year to June. After-tax profit grew 16% to $15.4 million, while funds under management reached ...

Trustee Partners names Australian GM

ALEX BURKE  |  THURSDAY, 24 AUG 2017
Following an executive search, Sargon Capital consulting group Trustee Partners has named a financial services industry veteran as the general manager for its Australian business. Andrew Peterson takes on the role having previously been managing director ...

Infocus subsidiary adds to multi-manager suite

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
... and lower than market risk, and believe our clients will benefit from this approach." Australian Ethical managing director Phil Vernon added: "We are pleased to partner with Alpha Fund Managers, and view their support as a further endorsement of ethical ...

Australian Ethical boosts adviser arm

KARREN VERGARA  |  MONDAY, 21 AUG 2017
... She also spent some 13 years as an associate of conference and events at BlackRock. Australian Ethical managing director Phil Vernon said: "We believe advisers will play a critical role in educating clients and bringing ethical investing into the mainstream. ...

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
... either $50,000 or $100,000 depending on a member's age," SuperConcepts executive manager technical and strategic solutions Phil La Greca said. "Benefit payment levels continued to climb as a result of the transfer balance cap of $1.6 million which restricts ...