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Showing 121 - 130 of 284 results for %22Perpetual Private%22

Advisers urged to prepare clients for super shift

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
... changes sit at nine on a scale out of 10, and urged trustees to "get it right" or risk being non-compliant. Perpetual Private strategic advice manager Catherine Chivers, who also spoke at the event, said one huge change advisers should be wary of is ...

BTIM strengthens risk and operations divisions

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
... 2017. BTIM Australia has also appointed a new head of trading and investment operations in Mark de Courcey. Joining from Perpetual where he has been general manager, investment operations, de Courcey has also previously worked for Thomson Financial Software ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... overall. The top five was rounded out by Colonial First State FirstWrap, Asgard eWRAP and Macquarie Wrap (including Perpetual Private Wrap).

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
Perpetual's financial advisory arm for high net worth individuals, Perpetual Private, helped boost the company's profit in the six months to December. Perpetual Private posted profit before tax of $18.7 million, up 9% on the previous corresponding period. ...

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
... Management. After working at a corporate advisory firm specialising in equity and debt funding, Kellerman spent 10 years at Perpetual where he eventually became head of compliance for the Corporate Trust business. As discussed in the cover story on Countplus ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... actuarial roles at the firm. He is also deputy chair of Investment Management Consultants Association Australia. 6. Senior Perpetual executive to leave the company The group executive of Perpetual Investments left in September after eight months with ...

Perpetual awards global equity mandates

ALEX BURKE  |  TUESDAY, 15 NOV 2016
Perpetual Private has awarded new global growth and value equity mandates. BNP Paribas global equity partners Barrow, Hanley, Mewhinney & Strauss (BHMS) and Carnegie Asset Management (Carnegie) will manage assets for Perpetual Private's investments ...

RF Capital appoints senior Perpetual exec

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
... global head of client, product and marketing. Prior to his new role, Dean Winterton was general manager distribution at Perpetual Investments - a position recently taken over by Matt Thompson, who originally joined Perpetual from NAB Asset Management. ...

Perpetual appoints distribution GM

ALEX BURKE  |  FRIDAY, 14 OCT 2016
Perpetual Investments has appointed a new general manager of distribution. Matt Thompson was previously Perpetual Investments' head of wholesale business, having joined Perpetual in 2012. Prior to that, he was head of national accounts and research ...

Industry heavyweights back listed venture fund

MARK SMITH  |  THURSDAY, 29 SEP 2016
... Morrison and now the IPO has the backing of financial industry heavyweights including Link Group chairman Michael Carapiet, Perpetual Guardian founder Andrew Barnes, Atlassian co-founder Mike Cannon-Brookes, AfterPay executive chairman Anthony Eisen ...