Search Results | Showing 41 - 50 of 77 results for "Centric Wealth" |
| | | ... now make it increasingly easy for financial advisers to outsource propositions. Bruce Christie, an adviser for Centric Wealth, says he is more than happy to let specialist companies with the required expertise manage his clients' philanthropy needs for ... |
| | | | High end wealth advice group Centric Wealth has appointed Dr Don Stammer to its portfolio construction committee. Dr Stammer's involvement with Centric Wealth will include working with the principals of Philo Capital Advisers, where he works as a non-executive ... |
| | | | ... director and added Chris Cuffe to its board of directors. McMurdo, who was formerly chief executive officer of Centric Wealth and managing director of Hillross Financial Services, said the decision to join the firm was driven by Fitzpatricks being a ... |
| | | | ... founding." Beirne is the second appointment to service the growth, with long-time IMA specialist Ian Hardy joining from Centric Wealth in October last year. "Andrew has produced outstanding results throughout his career. His approach marries well with ... |
| | | | Centric Wealth has appointed senior Investec Bank executive, Phil Kearns, as its new chief executive officer, effective from 12 December. Centric Wealth has $4.9 billion in assets under advice (AUA). "The Board evaluated a number of outstanding candidates ... |
| | | | ... portfolio management team. Hardy comes from Centric Portfolio Managers, the individually managed accounts (IMA) arm of Centric Wealth, where he was chief investment officer, overseeing more than $300 million in funds under management. He also worked ... |
| | | | ... First State Investments and Challenger Financial Services Group. He is a director of other organisations including Centric Wealth and Social Ventures Australia. Cuffe said there would not be any change in board direction. "It's business as usual," he ... |
| | | | ... insurance claims also occurring after the global financial crisis. Ben Graham, financial planning representative for Centric Wealth Advisers, said that setting clear expectations with the client can help planners offset the risk of compensation claims. ... |
| | | | Financial advisory firm Centric Wealth sets new benchmarks in its profession through a new platform that combines a 'real world' approach to risk management with best-practice investing and advice-focused technology. The firm has launched a new investment ... |
| | | | Dealer group Centric Wealth's acquisition pipeline has more than quadrupled in the last five months, with more planners keen to join the group, thanks to big league M&As bubbling in the market. Mergers such as AMP and AXA's present rare opportunities ... |
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