Search Results | Showing 31 - 40 of 115 results for %22Centric Wealth Management%22 |
| | ... the heart of what we do, and we are well-positioned to best deliver value-driven advice to clients through our client-centric, goals-based advice model. "I am excited to take on this new role and confident I leave the group CEO role in the very capable ... |
| | | ... Associates founder and managing director Paul Brady said. "Connectus will enable us to maintain our highly personalised, client-centric approach while gaining access to best practices, additional client services and enhanced technology and processes. ... |
| | | ... our clients and their businesses, to ensure they emerge stronger on the other side," Hele said. He added: "Nick's client-centric approach, strong technical foundations in investment research and analysis and insights as a Director will be invaluable ... |
| | | ... It has a clear strategy, it has successfully carved out a niche in specialist areas and it has a collaborative, client-centric culture." He said the acquisition reinforces AZ NGA's commitment to building a large, integrated, multi-disciplinary financial ... |
| | | ... consultants, technology, adviser retention payments and redundancies. Mota said the company's focus remains on a client-centric approach as it continues its 'Advice 2.0' transformation. "Our NPAT was in line with our guidance and reflects the significant ... |
| | | ... our market and the appointment of Vanessa aligns with our growth strategy and transformation to a digitally-led, member-centric and customer-driven fund," he said. Yassine also said COVID-19 has exposed the significant challenge and opportunity for superannuation ... |
| | | ... of the merger, Simon Wotherspoon will become a director at Perks Private Wealth. "Perks is self-licensed with a client-centric spirit, backed by expertise in direct equities and unlisted investment opportunities. Both teams have a collegiate style based ... |
| | | ... on their passion for making a difference." McMurdo has also previously served as chief executive of Centric Wealth Management. He also led AMP's life insurance business in New Zealand, as well as the wealth manager's local marketing efforts. |
| | | ... firm believes this new segment presentation, which is part of its ongoing commitment to organising the firm in a client-centric way, will not only better reflect how the firm is now managed, but also help drive greater accountability for executing its ... |
| | | ... growth within key client-facing roles. "During FY19 our team continued to build a business that delivers superior client-centric advice to preserve and enhance the wealth of multi-generational high net worth (HNW) and ultra-high net worth (UHNW) clients," ... |
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