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Showing 31 - 35 of 35 results for "Fitzpatricks"

HNW adviser starts real return investment association

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Former Fitzpatricks Private Wealth general manager Philip Reid has set up the Association of Real Return Investment Advisers (ARRIA) as a forum where advisers can share strategies and meet fund managers. ARRIA held its first round table in Sydney in ...

NAB Asset Servicing awarded new contracts

MARK STORY  |  MONDAY, 4 FEB 2013
... custodial and administrative services to investment manager Atrium Investment Management, and custodial services to Fitzpatricks Private Wealth. The win comes after a competitive tender process, managed by Foxrock Consulting. Atrium Investment Management ...

BDO Wealth Mngt joins Fitzpatricks

LINDA HAUSKEN  |  FRIDAY, 7 SEP 2012
BDO Wealth Management in New South Wales has chosen to join Fitzpatricks Private Wealth, following an extensive one year national search for a firm who shares the same interests and values. Sidney Lim, former managing director of BDO Wealth Management ...

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
High net worth advisory firm Fitzpatricks Private Wealth has signed John McMurdo in the role of group managing director and added Chris Cuffe to its board of directors. McMurdo, who was formerly chief executive officer of Centric Wealth and managing ...

Dalton Nicol Reid seals MBO

CHRIS NICHOLLS  |  MONDAY, 10 SEP 2007
... specialist Dalton Nicol Reid has completed a management buy-out of their business from co-partners and investment advisers Fitzpatricks for an undisclosed sum. The move allows Dalton Nicol Reid to become totally independent and focus purely on investment ...
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