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Showing 81 - 90 of 123 results for "Perpetual Private"

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 ...

Perpetual forecasts $18m benefit from Trust acquisition

LAURA MILLAN | FRIDAY, 27 FEB 2015

... corresponding period, and statutory net profit after tax of $58.6% for the six months to December 2014, up 76%. Perpetual Private profit before tax was up 16% to $18.9 million for the period and the business registered an increase in net new clients. ...

Providers boost adviser access to managed accounts

LAURA MILLAN | TUESDAY, 24 FEB 2015

... financial planners increased significantly in 2014," with Colonial First State's FirstWrap, Macquarie Wrap and Perpetual Private Wrap joining eight other platforms in offering an SMA capability. "Platform availability is one of the key prerequisites ...

Perpetual Private creates new head of investment research role

MARK SMITH | THURSDAY, 1 MAY 2014

Perpetual Private has appointment Kyle Lidbury as head of investment research. This is a new role which combines Perpetual Private's multi-manager and model portfolio research teams into a large research platform to support the evolving needs of its ...

Compliance absorbs half of platforms' development budget

LAURA MILLAN | TUESDAY, 29 APR 2014

... feature-rich FDS functionality was delivered by Asgard eWrap, followed by the Macquarie Wrap, which was equalled by the Perpetual Private Wrap. The is based on analyst reviews comparing 25 master trust and wrap platforms across over 454 aspects of their ...

TRU acquisition boosts Perpetual growth

LAURA MILLAN | THURSDAY, 27 FEB 2014

... Since the start of the program in June 2012, Perpetual Corporate Trust's funds under administration are up 63%, Perpetual Private funds under advice are up 49% and Perpetual Investment funds under management increased 22%. "Acquiring The Trust Company ...

Perpetual profits boosted by cost savings initiative

MARK SMITH | THURSDAY, 29 AUG 2013

... million. Funds under management in the business stood at $25.3 billion, an increase of 12% from the end of FY12. Perpetual Private's funds under advice grew 13% to $9 billion with improved investment conditions helping flows. Despite the strong result ...

Perpetual encourages women writers

LAURA MILLAN | THURSDAY, 1 AUG 2013

... celebrate and encourage Australian women writers," Thomas said. Perpetual Philanthropic Services is part of Perpetual Private, which advises clients on over $8 billion of funds on December 31, 2012.

Perpetual to acquire The Trust Company

MARK SMITH | TUESDAY, 7 MAY 2013

... Perpetual said the deal would provide complementary businesses to Corporate Trust, as well as economies of scale to Perpetual Private and Perpetual Investments. Funds under advice in Corporate Trust and Perpetual Private are expected to see an increase ...

Perpetual completes wrap platform overhaul

MARK SMITH | TUESDAY, 2 APR 2013

... after the asset manager appointed Macquarie Investment Management to oversee major administration duties for Perpetual Private portfolio and fiduciary services. "At $9.5 billion in assets, this is the largest transition to an outsourced platform in some ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

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

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

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

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

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

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

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

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