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Showing 11 - 20 of 21 results for "Fordham"

Perpetual partners The Fold to help accountants

MARK SMITH | TUESDAY, 7 APR 2015

... has long partnered with accountants to support their needs and has owned business consultancy and accounting provider Fordham since 2010. Through alliances with key service providers, Perpetual is building a suite of support services to empower independent ...

Melbourne-based BDM joins Morningstar

STAFF WRITER | MONDAY, 20 MAY 2013

... strategy consulting with Foxrock Consulting and Zest Wealth Advisers; and working in business development/wealth advice with Fordham Investment Management. Callaghan has bachelor's degrees in commerce and education from the University of Canterbury ...

New head of wealth advice at Perpetual

BEN COLLINS | TUESDAY, 20 NOV 2012

... Perpetual Private, the wealth advice business of Perpetual Limited. Perpetual Private includes the Private Client, Fiduciary, Fordham and Philanthropy offerings. Smith was appointed earlier in the year and will take over from acting group executive Nick ...

Perpetual Private names new group exec

MELANIE TIMBRELL | MONDAY, 21 MAY 2012

... Perpetual Private, with $8.1bn in funds under advice as at December 31, 2011, includes the Private Client, Fiduciary, Fordham and Philanthropy businesses.

School's in for hedge funds

ALEX DUNNIN | THURSDAY, 4 AUG 2011

... universities for MBA entry are New York University, University of Pennsylvania, Chicago, Harvard, with Stanford, Northwestern and Fordham universities tying for fifth place. However it's not as simple as attending the right US university, or 'school' ...

GFC hangover hits Perpetual profit

ALISON BEVEGE | WEDNESDAY, 23 FEB 2011

... active equity funds management. Another bright spot for the group was the strong contribution by the recently acquired Fordham and Grosvenor Private Wealth to the 36 per cent growth in revenue of the company's Private Wealth division. The financial services ...

Perpetual Private Wealth targets growth

RUTH LIEW | FRIDAY, 22 OCT 2010

... year, but equally in the last 12 months we've just had two large transactions between Grosvenor [Financial Services] and Fordham [Business Advisors]. "We're very conscious of making sure that we learn from those transactions," he said. As part of its ...

Zurich sales head joins Perpetual

RUTH LIEW | MONDAY, 18 OCT 2010

... billion. This includes $900 million of funds from the acquisition of advice businesses Grosvenor Financial Services and Fordham Business Advisors. Private wealth's revenue increased by nearly $26 million to $111.6 million, up 30 per cent up from the ...

Rising markets boost Perpetual's bottom line

JOHN MCDULING | TUESDAY, 24 AUG 2010

... contributed $32.6 million to the result, a 12 percent increase, buoyed by the acquisitions of Grosvenor Financial Services and Fordham Business Advisors. The diversified financial services group described itself as heavily leveraged to rising markets ...

Perpetual FUM up as flows steady

MICHAEL HOBBS | THURSDAY, 25 FEB 2010

... December last year. This result was mainly due to the Grosvernor Financial Services purchase and rising equity markets. The Fordham Group acquisition is expected to add a further $500 million in FUA to Perpetual's total. "Initial acquisition and integration ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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