Search Results | Showing 11 - 20 of 112 results for "Perpetual Private" |
| | Perpetual Private has acquired a boutique financial advice firm with over 1000 clients and $915 million of assets. Established in 2015, Jacaranda Financial Planning caters to the high-net-worth market with a team of nine advisers based in Sydney and ... |
| | | ... who left in July after nearly 25 years with the company has joined Perpetual. Lydia Kav (nee Serafim) joined Perpetual Private as head of manager research this month. Perpetual Private's multi-manager team is responsible for investment solutions implemented ... |
| | | ... environment. PCT FUA fell marginally during the period due primarily to a drop in Bank RMBS issuance," Adams said. Perpetual Private funds under advice increased 6% to $17 billion due to $0.3 billion in net flows and $0.7 billion from market movements. ... |
| | | ... Trust remained relatively flat with a 1% increase in funds under administration to $936.2 billion. Meanwhile, Perpetual Private's funds under advice increased 4% to $16.1 billion due to $0.2 billion in positive net flows and $0.5 billion from positive ... |
| | | Perpetual Private has created a new family office team and appointed a head from Mutual Trust and named four specialists dedicated to servicing the family office clients. Nick Lipscombe has been named as head of family office and he will develop and ... |
| | | ... performance relative to benchmark has improved significantly across our Australian equity funds in particular." Perpetual Private's funds under advice grew by 6% to $15.5 billion, including $200 million in inflows. Perpetual Corporate Trust's FUA grew ... |
| | | ... over the management of strategies in the asset class to Barrow Hanley, and analyst Nick Vidale. In October, Perpetual Private lost its head of multi-manager Theo Sofios also left. On product front, it has axed geared investment options and revised fees ... |
| | | ... and then start to share experiences to help with awareness and understanding," Wilkerson said. Caitriona Fay, Perpetual Private managing partner and GiveOUT Australia board member, was recognised for her philanthropic efforts. GiveOUT directs funding ... |
| | | ... Perpetual, as the latter already uses Barrow Hanley's expertise in its multi-manager portfolios offered to Perpetual Private clients. |
| | | Perpetual Private has lost its head of multi manager, who has been with the firm for more than 17 years, and a research analyst. Theo Sofios departed last Thursday, a spokesperson for Perpetual confirmed. Sofios had been with Perpetual for 17 years ... |
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