Search Results | Showing 51 - 60 of 77 results for "Centric Wealth" |
| | | Centric Wealth names former managing director of RetireInvest, Greg Dunger, as director of financial planning to head up Centric's financial planning business towards further growth. Dunger has over 30 years of experience in the financial services industry ... |
| | | | ... people and brand. His term starts on 15 November. Hillross' previous managing director, John McMurdo, left to join Centric Wealth as chief executive in February. Ray Djani, who has been acting managing director of Hillross in the last few months, will ... |
| | | | ... planner than a personal relationship manager and private banker, according to a new report. The Investment Trends/Centric Wealth High Net Worth Investor Report, which surveyed more than 1,600 HNWs or investors with more than $1 million in investable ... |
| | | | Centric Wealth is building on its direct equities and individually managed account (IMA) capability following demand from its high net worth clients. John McMurdo, chief executive at Centric Wealth, said the planning group's high net worth clients are ... |
| | | | John McMurdo, managing director at Hillross Financial Services, has left to join Centric Wealth as chief executive. Ray Djani, head of growth and M&A at Hillross, takes his spot until a replacement is found. Prior to managing Hillross Financial Services ... |
| | | | ... super fund structures such as SMSFs, according to the proposal paper. The concept is not new. OneVue, Powerwrap, Centric Wealth and AMP are among the firms that already offer or provide these services. Praemium and SS&C are also among the technology ... |
| | | | ... recoup any losses made, said van Eyk. Ashley Owen, chair of portfolio construction & asset allocation committee at Centric Wealth, said most of the 130/30 fund managers the firm had researched do not have high water marks. "If they lose $20 from $100 ... |
| | | | The chief executive of planning firm Centric Wealth, Michael Pillemer, resigned last weekend after negotiations to renew his contract fell through. Pillemer, who spent seven years at the planning firm, left the company during the weekend after his contract ... |
| | | | Centric Wealth Advisers has entered into an agreement with IRESS to deploy the tech firm's web-based adviser desktop, XPLAN. "Following a strategic review of systems, extensive input from our adviser team, and a formal market analysis, IRESS was chosen ... |
| | | | ... Budget changes to super have prompted clients to boost investments outside of super to fund their retirement, said Centric Wealth advisers. According to Anne-Marie Esler, technical services manager at Centric Wealth which has $4.9 billion in funds under ... |
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