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Showing 61 - 68 of 68 results for "Fortnum"

FEATURE: Advisers go solo

LAURA MILLAN  |  FRIDAY, 28 FEB 2014

Independent advisers more loyal to their licensees

LAURA MILLAN  |  TUESDAY, 6 AUG 2013
... for Synchron. Other independent groups with high internal approval were Synchron, Premium, Australian Unity, Dover and Fortnum; with each of them scoring more than 89% on internal approval. However, the figures were lower for institutional dealer groups. ...

Morphic Asset Management opens for business

LINDA HAUSKEN  |  MONDAY, 9 JUL 2012
... manager is already available on the e-Clipse UMA platform. Innova and the e- Clipse UMA platform are majority owned by Fortnum Financial Group, an independent financial planning dealer group. Morphic's first product, the Morphic Global Opportunities ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... Wealth licensees including RI Advice, Financial Services Partners and Millennium3 in addition to the group's Sentry and Fortnum investments. "Neil's experience will be invaluable in assisting our licensees navigate their way through the impending Future ...

Fortnum launches UMA to protect SMSF retirees

MATT WOODINGTON  |  THURSDAY, 8 SEP 2011
Fortnum Financial Advisers has launched a new unified managed account providing protection for self managed super funds in the pension draw down phase. The e-Clipse unified managed account (UMA), which is supported by global partners P2group and Milliman ...

RI Advice investment team departure

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
... group RI Advice, after its internal investment research team departs to start their own business with Ray Miles-owned Fortnum Financial Group as a client. The investment research team will create its own portfolio construction services company over the ...

ING buys 20pc stake in Fortnum

PRESS RELEASE  |  THURSDAY, 11 MAR 2010
ING Australia has taken a 20 per cent stake in Ray Miles' Fortnum Financial Group but Miles said the backing will not affect the practice's business structure. Ray Miles, former Genesys Wealth Advisers managing director and now executive chair at Fortnum ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... Standard, Bouris, under his companies Yellow Brick Road and Yellow Brick Road Securities, and Miles, under his new group Fortnum Financial Planners, said they are looking for an investment platform superior to existing offerings. First, they want a 'universal ...
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