Search Results | Showing 71 - 80 of 126 results for "Barret" |
| | | AZ Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of ... |
| | | | AZ Next Generation Advisory (AZ NGA) has acquired a 51% ownership stake in Financial Lifestyle Partners (FLP), bringing the firm's total assets under management to $1 billion. After being established by former ANZ managing director of advice and distribution ... |
| | | | Recent high-profile mergers and acquisitions of aligned advisers by independent groups are a sign of a growing trend. In the past three months, former ANZ managing director of advice and distribution Paul Barrett's firm AZ Next Generation Advisory (AZ ... |
| | | | AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom. LFPS was established in 2004, services over 2,000 clients and has ... |
| | | | AZ Next Generation Advisory, owned by former ANZ managing director of advice and distribution Paul Barrett, has acquired Pride Advice. Speaking to Financial Standard, Barrett said Pride, with $180 million in assets under management, was appealing because ... |
| | | | ... in assets under management in the next 12 years. The total value of the transaction is a,-3.9 million ($5.5 million) and Barret confirmed that EWM chief executive Greg Cook and chief financial officer Andrew Jones will continue at the helm of the business. ... |
| | | | Former ANZ managing director of advice and distribution Paul Barrett has established a financial planning business partly-owned by Italian independent asset manager Azimut. Barrett is now the chief executive officer of Next Generation Advisory (NGA) ... |
| | | | ANZ managing director of Advice and Distribution Paul Barrett is leaving the company after a reshuffle of its Wealth division. The current managing director of Advice and Distribution Paul Barrett has decided to leave ANZ, effective September 16. Neil ... |
| | | | The New Zealand Superannuation Fund has awarded a NZ$40 million mandate to Auckland-based Pioneer Capital for a new expansion capital fund. Pioneer Capital's second fund (PCPII) will invest in privately-owned, small to medium-sized New Zealand businesses ... |
| | | | Product providers are reassessing their offerings to the independent adviser market, according to ANZ Wealth, with new strategies under development to address massive issues. Practical implementation is centre stage for ANZ Wealth across a number of ... |
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