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Showing 21 - 30 of 56 results for %22Fitzpatrick Group%22

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
The general manager of Garvan and MLC Financial Planning will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
A boutique financial advice group appointed three senior leaders to further support its growing adviser network, including a newly-created head of adviser experience role. In announcing the hires, Fitzpatricks Group said the appointments will significantly ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
HUB24 will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution ...

Pacific Current sells stake in insto investment firm

ALEX BURKE  |  THURSDAY, 1 FEB 2018
... other outstanding liabilities and other capital management applications." At the time, Pacific Current chair Mike Fitzpatrick said: "Anton Tagliaferro and his team at Investors Mutual have built a highly-regarded firm, and they have been great partners ...

Global $1.2tn manager buys Australian firm

ALEX BURKE  |  TUESDAY, 3 OCT 2017
... Mutual have built a highly-regarded firm, and they have been great partners to Pacific Current Group," PAC chair Mike Fitzpatrick said. "We respect the strategic decisions made by the founders of all our boutiques and are therefore supportive of decisions ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
Fitzpatricks Group has acquired a Melbourne based financial advice firm with a private client base of more than 3500 following its fresh capital injection from Quadrant Private Equity and Yorkway Capital Partners. The acquisition of Retirement Victoria ...

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... a private equity partnership will ensure further expansion of national advisory and wealth management firm Fitzpatricks Group. A capital funding partnership agreement with Quadrant Private Equity and Yorkway Capital Partners has been reached in what ...

Pitcher Partners founder joins Contango

ALEX BURKE  |  TUESDAY, 11 JUL 2017
One of the founding partners at Pitcher Partners has taken on a new role at Contango MicroCap. Adrian Fitzpatrick, who retired from Pitcher Partners after 29 years at the firm and its predecessors, is now an independent director on Contango MicroCap's ...

PAC secures $33m in insto capital

ALEX BURKE  |  MONDAY, 19 JUN 2017
... the costs of the placement itself. PAC will issue 5,840,708 new shares at $5.65 per share on June 21. PAC chair Mike Fitzpatrick said he was "delighted by the exceptional support shown by both existing and new institutional investors." "The oversubscribed ...

Super trustees need better vigilance: APRA

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... investment returns." Rowell spoke alongside ASIC senior executive leader, investment managers and superannuation, Ged Fitzpatrick at a session chaired by head of policy at AustralianSuper and deputy chair of AIST, Louise du Pre-Alba.