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Showing 61 - 68 of 68 results for "Findex"

Centric Wealth appoints QLD operations manager

ALEX BURKE | THURSDAY, 5 FEB 2015

Celia Carroll has been appointed manager of Centric Wealth's Queensland group. Prior to Findex-owned Centric, which she joined in 2004, Carroll held positions at Horwath, Permanent Trustee, and Godfrey Pembroke. "[Celia's] depth of experience and local ...

Centric selects Maverick Capital for $50 million allocation

ALEX BURKE | FRIDAY, 30 JAN 2015

Findex-owned Centric Wealth (Centric) has invested $50 million in international equities with Maverick Capital following a global equity manager review, it announced today. Maverick Capital, based in the US, was founded in 1993 and has over $9 billion ...

Centric Wealth adds Vinva to Australian equity portfolio

MARK SMITH | MONDAY, 1 DEC 2014

... attributes of the Vinva strategy are exceptional," Kieran Canavan, chief investment officer of Centric Wealth's parent company, Findex said. "Vinva has historically performed exceedingly well in all market conditions and is a good diversifier to Australian ...

Findex close to acquiring Crowe Howarth

MARK SMITH | TUESDAY, 7 OCT 2014

Findex and Crowe Howarth have entered into a share implementation agreement under which Findex proposes to acquire all the shares of Crowe Howarth for $137 million. The deal is yet to be approved by shareholders but under the terms of the proposed transaction ...

Crowe Horwath appoints director amid acquisition talks

LAURA MILLAN | THURSDAY, 19 JUN 2014

... substantial shareholder as non-executive director to its board, as talks of an acquisition by Financial Index Wealth Australia (Findex) continue. Alceon Group founder and managing director Trevor Loewensohn will sit on the board of Crowe Horwath, effective ...

Crowe Horwath and Findex in acquisition talks

LAURA MILLAN | WEDNESDAY, 4 JUN 2014

Financial Index Wealth Accountants (Findex) is likely to acquire Crowe Horwath after it signed a process agreement to buy all of its shares. This would be Findex's second acquisition after it bought Centric Wealth in January 2013. The two organisations ...

Crowe Horwath to announce buyout proposal

LAURA MILLAN | TUESDAY, 3 JUN 2014

... indicative buyout proposal from private equity firm Anchorage Capital Partners. According to the Australian Financial Review, Findex, which recently acquired Centric Wealth, would also be interested on buying the financial planning and accounting group. ...

Kearns steps down as Centric Wealth CEO

JAMES FERNYHOUGH | THURSDAY, 22 MAY 2014

... chief executive of advice group Centric Wealth two months after the company was acquired by fellow non-aligned advice group Findex Australia. Kearns, who joined Centric in June 2011, will be replaced by Findex chief executive Spiro Paule, bringing the ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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