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Showing 61 - 70 of 112 results for "Perpetual Private"

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 ...

Executive appointment round-up

DARREN SNYDER  |  MONDAY, 27 JUL 2015
... leader position. Perpetual, TAL advisers join independent firm - Manly Financial Services has appointed former Perpetual Private risk adviser Scott Anderson and TAL national manager of value and retention Anthony Simpson. NGS Super in hunt for new CIO ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... Services. Similarly, Sydney advice practice Manly Financial Services (MFS) has acquired two advisers formerly with Perpetual Private and TAL, and since rebranding itself and hiring former chief executive of Macquarie Private Wealth North America Earl ...

Perpetual, TAL advisers join independent firm

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
A non-aligned Sydney advice firm has hired two financial advisers who were previously at Perpetual Private and TAL. Manly Financial Services (MFS) is aiming to maintain the current client growth of 30%, following the purchase of Augeo Wealth Management ...

Ipac head of technical services joins Perpetual

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
Head of technical services at AMP-owned ipac Securities has stepped down from his role to join Perpetual Private as head of strategic advice. Colin Lewis had led ipac's technical services team for the past 14 years and has over 20 years' experience ...

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
... Callinan. In her presentation at the recent MAX Forum in Sydney, former senior manager of investment research at Perpetual Private, Callinan, challenged the notion that the new wave of automated wealth management will turn the financial planning industry ...

Perpetual Private hires two analysts

MARK SMITH  |  MONDAY, 4 MAY 2015
Perpetual Private has bolstered its investment research team with the appointed two new analysts. David Blunt and Deana Leong have joined the high net worth advice firm's 11 person research team, which covers capital markets research, asset allocation ...

Another marquee hire for Rainmaker

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
... insurance and fees just reinforces this. Callinan was most recently senior manager of investment research at Perpetual Private prior to which she was head of research at Financial Facts owned by ING Australia. Callinan joins a research group that already ...

Perpetual partners The Fold to help accountants

MARK SMITH  |  TUESDAY, 7 APR 2015
Perpetual Private has announced a new partnership program for independent accountants. The new program offers accountants the opportunity to "partner with trusted organisations to retain their independence and extend their advisory capabilities," Perpetual ...

Vantage launches SMSF-ready private equity fund

MARK SMITH  |  TUESDAY, 7 APR 2015
... received strong support from local SMSFs, family offices and small institutional investors, as well as clients of Perpetual Private Wealth and other financial planning and advisory firms nationally. The group expects to close the fund to new investors ...