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Showing 711 - 720 of 1453 results for "perpetual"

Advisers key to encourage charitable giving

LAURA MILLAN  |  MONDAY, 7 SEP 2015
... 10% of Australians leave a charitable gift in their will, but financial advisers could help change that. According to Perpetual, 87% of Australians support a charity during their lifetime, but the percentage shrinks to 29% for people that want to leave ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... this can be partly attributed to the SMSF sector reaching "critical mass" after rapidly accelerated growth post-GFC, Perpetual Private head of strategic advice Colin Lewis suggested it may also be because baby boomers exiting the accumulation phase are ...

Perpetual wins RE mandate with seven funds

STAFF WRITER  |  THURSDAY, 3 SEP 2015
Perpetual Corporate Trust has been appointed to provide responsible entity services for seven funds. In the past three months, Perpetual has won mandates with Dalton Nicol Reid's Australian Equities High Conviction Fund, Aviva Investors' Multi-Strategy ...

JBWere appoints philanthropic services head

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... was head of sales - trustee and fiduciary services at Australian Executor Trustees and has also held multiple roles at Perpetual. Dass replaces David Knowles who joined Koda Capital in March, as reported in Financial Standard. JBWere's philanthropic ...

OneVue appoints RI services head

STAFF WRITER  |  MONDAY, 31 AUG 2015
... entity services. Prior to OneVue, Mark Bennett held positions at Fundhost, E-Trade Australia, Credit Suisse AM, Westpac, Perpetual and Abbey Life. Another recent appointment is Jamie Spark, who has joined the firm as a relationship manager in OneVue's ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
Perpetual Private's profit before tax was up 74% for the year to 30 June 2015, with the parent company registering a net profit after tax 50% higher. "The result was boosted by the acquisition of The Trust Company, growth in new high net worth clients ...

PROFILE: J.P. Morgan head of Australia funds David Hallifax

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... that investment side, which is what I was interested in." After finishing his course, Hallifax was offered a job at Perpetual Trustees, liaising directly with stockbrokers for what would now be called self-managed superannuation funds. He was responsible ...

Senior Perpetual Investments manager to retire

MARK SMITH  |  FRIDAY, 21 AUG 2015
A senior Perpetual executive will retire at the end of the year, the investment manager has announced. Michael Gordon, group executive for Perpetual Investments, is stepping down after three years with the company and around 30 years in financial services. ...

Philanthropists donate $6.2m through Perpetual

LAURA MILLAN  |  MONDAY, 10 AUG 2015
Perpetual clients have donated $6.2 million to not-for-profit organisations through the inaugural IMPACT Philanthropy Partnership program. The donations are a small part of the overall $85 million that Perpetual has distributed this year on behalf of ...

FSC awards industry execs

LAURA MILLAN  |  FRIDAY, 7 AUG 2015
... at the conference gala dinner, which took place last night at Movie World, on the Gold Coast. The eight winners were Perpetual senior risk manager Alan Lewitton, AMP's Janet Beale, MLC Stronger Super development manager Jim Baker, BT Financial Group ...