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Showing 31 - 40 of 123 results for "Perpetual Private"

Perpetual talent departs

ELIZABETH MCARTHUR | TUESDAY, 13 OCT 2020

Perpetual Private has lost its head of multi manager, who has been with the firm for more than 17 years, and a research analyst. Theo Sofios departed last Thursday, a spokesperson for Perpetual confirmed. Sofios had been with Perpetual for 17 years ...

Perpetual profits plummet

ALLY SELBY | THURSDAY, 20 AUG 2020

... direct impact on the group's revenues generated by FUM in Perpetual Investments and funds under advice (FUA) in Perpetual Private, he said, with net outflows also leading to lower revenue for the year. "Our diversified business model has provided some ...

Perpetual takes stake in US asset manager

JAMIE WILLIAMSON, KANIKA SOOD | MONDAY, 27 JUL 2020

... Perpetual, as the latter already uses Barrow Hanley's expertise in its multi-manager portfolios offered to Perpetual Private clients. Adams last year said the company wanted to add global mangers (including outside of its traditional value investing ...

Advice group research head departs

HARRISON WORLEY | FRIDAY, 1 MAY 2020

... confirmed Herold's appointment to Financial Standard earlier this week. In Herold's absence, former Perpetual Private head of investment research Maggie Callinan has been "engaged" to manage Centrepoint's research capabilities "on an interim ...

Profits down as Perpetual looks to future

HARRISON WORLEY | THURSDAY, 20 FEB 2020

... for growth while remaining focused on supporting our clients and their needs," Adams said. Adams highlighted Perpetual Private's acquisition of Priority Life and its increased number of "high quality" advisers, which grew by 24% in the last year. Net ...

Perpetual awards mandate

KANIKA SOOD | WEDNESDAY, 12 FEB 2020

An American fund manager has scored Perpetual as its first Aussie institutional client with a credit mandate. Perpetual has mandated Thornburg Investment Management which is headquartered in Santa Fe, New Mexico and represented here by Melbourne-based ...

Perpetual appoints APAC lead

ALLY SELBY | MONDAY, 3 FEB 2020

... will be responsible for the firm's growth strategy. He will focus on growing the Perpetual Corporate Trust and Perpetual Private businesses for Singapore, Asia Pacific and Australia. Previously, Allen worked with Perpetual in its corporate trust and ...

Aussies unprepared for wealth transfer

ALLY SELBY | MONDAY, 9 DEC 2019

... a will in place, with 53% of parents admitting to not discussing their will and legacy with their children. Perpetual Private general manager of private clients Andrew Baker said we are facing the largest "intergenerational wealth transfer" in history. ...

Perpetual expands risk advisory capabilities

ELIZA BAVIN | WEDNESDAY, 27 NOV 2019

... business owners, to strengthen its risk advisory capabilities for private clients. Mark Smith, group executive for Perpetual Private said the acquisition demonstrates the company's commitment to growing its private client business. "As the industry continues ...

MLC hires from Perpetual Private

KANIKA SOOD | THURSDAY, 21 NOV 2019

MLC Asset Management has appointed a director for its managed accounts business, hiring a Perpetual Private general manager. Jason Komadina starts as MLC's managed accounts lead on 29 January 2020. He will report to general manager for strategic ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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