Search Results | Showing 81 - 90 of 112 results for "Perpetual Private" |
| | Perpetual Private, the wealth advice arm of Perpetual Limited, has appointed Caitriona Fay as its new philanthropic services manager. Fay joins Perpetual from The Ian Potter Foundation, where she held the role of senior program manager. Fay is a member ... |
| | | Mark Smith has taken up the role of group executive of Perpetual Private, the wealth advice business of Perpetual Limited. Perpetual Private includes the Private Client, Fiduciary, Fordham and Philanthropy offerings. Smith was appointed earlier in the ... |
| | | ... Management to manage the funds. Retail distribution was also revised, to focus more on key clients. Profit at Perpetual Private was down $5 million on last financial year, at $8.3 million, with Perpetual attributing the decline to ongoing investment ... |
| | | ... mining and chemicals. He joins AllianceBernstein from Perpetual Limited where he held senior management roles in Perpetual Private and earlier in group strategy. "We are delighted to appoint an analyst of James' caliber to our value team, which now includes ... |
| | | ... regulation on charitable vehicles such as private ancillary funds. Andrew Thomas, general manager - philanthropy at Perpetual Private said he believes that while many philanthropists are reticent about publicity, some recognition would encourage even ... |
| | | Perpetual Limited has appointed Mark Smith as group executive for Perpetual Private. Smith joins Perpetual following 19 years at BT Financial, where he most recently served as general manager, bank distribution and insurance, responsible for cross-selling ... |
| | | Perpetual has launched its Perpetual Private Super Wrap ahead of schedule, as part of its new roll out. Super Wrap offers access to over 225 managed funds, offered by 60 investment managers with ASX listed equities including hybrids, term deposits ... |
| | | ... to merge with news that FMD Financial and Reynolds Williams and Associates will merge on December 1. Former Perpetual Private Wealth executive, Lee Wapling, will head up the firm. The FMD Group has financial planning practices in Melbourne, Adelaide ... |
| | | ... with someone that could bring a greater scale and quality and Macquarie was the obvious choice." Around 110 Perpetual private wealth advisers already used the PACT platform, which will be open to the market when the offering is complete next year. "This ... |
| | | ... well advanced in the selection-making process for an external provider of platform administration services for Perpetual Private Wealth clients. Overall Ryan said that external factors were still impacting on the business, but its new streamlined operations ... |
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