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Showing 31 - 40 of 94 results for "Fitzpatrick"

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 ...

Legalsuper appoints new client service manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
The former head of compliance at Fitzpatricks Private Wealth is taking on a new role at legalsuper. Ragnhild Sky joins as client service manager for the ACT region. Before Fitzpatricks, she was a senior compliance manager at St George and a senior financial ...

ASIC brings in disclosure expert to review RG97

ALEX BURKE  |  WEDNESDAY, 29 NOV 2017
... consumers." At a recent industry conference, ASIC senior executive leader of investment managers and superannuation Ged Fitzpatrick explained why the regulator delayed the RG97 reforms. He said about 90 trustees required additional time to implement ...

ASIC reviews RG97 impact

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... entails. At a recent industry conference, ASIC senior executive leader of investment managers and superannuation Ged Fitzpatrick explained why the regulator delayed the RG97 reforms. He said about 90 trustees required additional time to implement ASIC's ...

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 ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... chairman of Australian Philanthropic Services and Atrium Investment Management, as well as a non-executive director of Fitzpatrick Private Wealth, non-executive director of Global Value Fund Limited, Antipodes Global Investment Company Limited and Argo ...

Why ASIC delayed RG97

ALEX BURKE  |  FRIDAY, 8 SEP 2017
ASIC senior executive leader, investment managers and superannuation Ged Fitzpatrick explained to delegates at the Australian Institute of Superannuation Trustees Super Investment Conference why the regulator delayed the RG97 reforms. He said the approximate ...

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
An undisclosed amount of capital via 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 ...