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Showing 21 - 28 of 28 results for "Fortnum Private Wealth"

Scale integral to adviser success

JAMIE WILLIAMSON | TUESDAY, 9 OCT 2018

... financial advice businesses of the future will be those that have gained effective scale. That is the view of Fortnum Private Wealth, believing the increasingly challenging nature of running an advice business will give rise to advice collectives to ...

Fortnum lands investment veteran as chairman

KANIKA SOOD | THURSDAY, 5 APR 2018

Fortnum Private Wealth appointed a former Merrill Lynch chief economist to chair its investment and insurance committee. Joining Fortnum is Nigel Douglas. He has headed research at several top financial institutions in a career spanning 30 years. Douglas's ...

Institutions suffer financial adviser drain

ALEX BURKE | MONDAY, 19 FEB 2018

... and Westpac (128). The non-institutional licensees that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE | WEDNESDAY, 14 FEB 2018

Fortnum Private Wealth is welcoming a former chief executive of Centric Wealth to its ranks. Glen Castensen joins in an executive position reporting directly to Fortnum managing director Neil Younger. He was most recently a financial services consultant ...

Fortnum manager becomes planning coach

DARREN SNYDER | TUESDAY, 30 JAN 2018

... more than 30 years' financial services experience and most recently was the business growth manager at Fortnum Private Wealth. Other senior roles for Little include managing director at Henry Financial Group for eight years, and at Synergy Financial ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE | TUESDAY, 1 AUG 2017

A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ...

Fortnum names two key hires

DARREN SNYDER | MONDAY, 24 APR 2017

A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ...

New Fortnum advice business targeting accountants

MARK SMITH | WEDNESDAY, 12 NOV 2014

... by chartered accountant and business coach Scott Charlton who is also head of strategic development at Fortnum Private Wealth. Before joining Fortnum in 2010, Charlton was coaching program manager at leading Australian and New Zealand training organisation ...

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Entireti appoints chief investment officer

JAMIE WILLIAMSON | 12:45PM

The nation's largest financial advice group will soon welcome its first chief investment officer.

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON | 12:09PM

Insignia Financial has opened its books to Bain Capital after it matched CC Capital Partners' revised takeover offer.

Australian Ethical 'cautious' on valuations

ELIZA BAVIN | 12:13PM

Australian Ethical says tech and AI will be important themes driving markets in 2025 but it is watching out for "curveballs".

Chief executive misbehaviour stifles investment returns

ANDREW MCKEAN | 12:24PM

Secret affairs, sexual harassment, and systemic abuses of power by chief executives and senior leaders have the potential to erode investment returns, according to Acadian Asset Management.

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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