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Showing 51 - 60 of 123 results for "Perpetual Private"

Former advice specialist hired as Zenith analyst

KANIKA SOOD | THURSDAY, 9 AUG 2018

... started earlier this year. James Damicoucas spent two-and-a-half years as an associate financial adviser at Perpetual Private and Wattle Partners (formerly Sornem Wealth). As a Zenith investment analyst he will research fund managers as a part of its ...

New managing director at Paragem

KARREN VERGARA | MONDAY, 25 JUN 2018

... recent role was general manager of new segments and strategy for high-net-worth advice and trustee business at Perpetual Private. His responsibilities included growing advisory services for medical specialists starting out in private practice, as well ...

Advice group strengthens leadership team

JAMIE WILLIAMSON | TUESDAY, 19 JUN 2018

... end; ensuring advisers are provided with the best value services possible. Also joining Fitzpatricks is former Perpetual Private head of strategic advice, Colin Lewis. Lewis has been appointed head of technical services at the dealer group, having specialised ...

Infrastructure receives $24.5 billion injection

KANIKA SOOD | WEDNESDAY, 9 MAY 2018

... importance, $5 billion for the Melbourne Airport Rail Link, and $1.75 billion for the North-Eastern link in Victoria. Perpetual Private sees opportunity for investors in the announcement. "As an investor in both infrastructure debt as well as equity ...

Fortnum lands investment veteran as chairman

KANIKA SOOD | THURSDAY, 5 APR 2018

... growing list of practices," Younger said. Douglas has headed research at several financial institutions including Perpetual Private Wealth and vanEyk, Research - then a leading retail ratings house. He is currently chief executive at Douglas Funds Consulting ...

Perpetual investments drives profit boost despite market conditions

ALEX BURKE | THURSDAY, 22 FEB 2018

... "We have a proven approach, a respected brand and a quality investment team focused on performing," he added. Perpetual Private reported a before-tax profit of $23.1 million, 24% higher than the previous six months. Lloyd commented that this reflected ...

Perpetual chief executive resigns

ALEX BURKE | MONDAY, 20 NOV 2017

... higher non-market related revenue and higher equity markets led to a before tax profit of $40.5 million for Perpetual Private, 18% higher than FY16.

Wealth arm projects Perpetual profit

EMMA RAPAPORT | FRIDAY, 25 AUG 2017

... higher non-market related revenue and higher equity markets led to a before tax profit of $40.5 million for Perpetual Private, 18% higher than FY16. "In line with our Lead & Grow initiative to expand Fordham, we have increased presence up the eastern ...

Not too late to maximise super

KARREN VERGARA | WEDNESDAY, 14 JUN 2017

... weeks away, advisers should be on top of boosting clients' super balances, according to a superannuation expert. Perpetual Private head of strategic advice Colin Lewis told Financial Standard one of the most critical tasks is making last-minute after-tax ...

Advisers urged to prepare clients for super shift

KARREN VERGARA | THURSDAY, 30 MAR 2017

... changes sit at nine on a scale out of 10, and urged trustees to "get it right" or risk being non-compliant. Perpetual Private strategic advice manager Catherine Chivers, who also spoke at the event, said one huge change advisers should be wary of is ...

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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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