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Showing 21 - 30 of 39 results for "Grosvenor"

Fractional prop trading platform gets AG backing

LINDA HAUSKEN  |  TUESDAY, 10 JUL 2012
... will maintain control and the right to reside in the property. The foundation partners are Lifespan Financial Planning, Grosvenor Pirie Management and property advisory firm Blue Wealth. Giving the deal weight is that their combined FUA is approximately ...

Chapel Road appeal forces ASIC to show the goods

RACHEL DAVIS  |  THURSDAY, 19 MAY 2011
... five firms, Financial Wisdom, Count Financial Group, Greater Western Financial Services, AMP Financial Planning and Grosvenor Securities, to verify its claims. On May 16 this year, NSW Supreme Court judge Justice Schmidt agreed to Chapel Road request ...

BlackRock provides advisers with super SMA

MATT WOODINGTON  |  TUESDAY, 19 APR 2011
... more will follow in due course. The Trust Company is the trustee of the Super SMA Superannuation Fund (Super SMA) and Grosvenor Pine is the administrator. Insurance cover is available from AIA as part of the offering. In 2010 BlackRock had $180 million ...

GFC hangover hits Perpetual profit

ALISON BEVEGE  |  WEDNESDAY, 23 FEB 2011
... 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 firm contributed ...

Perpetual Private Wealth targets growth

RUTH LIEW  |  FRIDAY, 22 OCT 2010
... expect a number of acquisitions per 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," ...

Zurich sales head joins Perpetual

RUTH LIEW  |  MONDAY, 18 OCT 2010
... year-on-year to 30 June to $8.3 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 ...

Rising markets boost Perpetual's bottom line

JOHN MCDULING  |  TUESDAY, 24 AUG 2010
... Private Wealth division 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 ...

Perpetual Private Wealth boosts FUA to $8.5bn

COMPANY RELEASE  |  WEDNESDAY, 16 DEC 2009
... million, a deal that is expected to be finalised by January next year. The acquisition follows Perpetual's purchase of Grosvenor Financial Services three months ago and Financial Pursuit in March. All three boosted the group's FUA by around $1.1 billion. ...

Perpetual Private Clients pushes into QLD

COMPANY RELEASE  |  THURSDAY, 15 OCT 2009
... complementary businesses specialising in the high net worth segment of the market, such as the recent acquisition of Grosvenor Financial Services who specialise in providing financial advice to medical, dental and legal professionals," said Nesbitt. ...

Perpetual buys Grosvenor

COMPANY RELEASE  |  THURSDAY, 1 OCT 2009
Perpetual has bought Grosvenor Financial Services - a privately-owned planning firm specialising in financial, investment and tax advice. Grosvenor has more than 200 high net worth clients in the medical, dental and legal professions. Grosvenor is based ...