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Showing 1 - 10 of 744 results for "Adelaide"

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... Australia. In a statement, the wealth management firm said the acquisition will bolster its national presence with offices in Adelaide, Brisbane, Melbourne, Perth, and Sydney. CBA said it will continue providing personal financial advice to Commonwealth ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
... office Mutual Trust merged with CMS Private Advisory to meet an uptick in demand from South Australian clients. Based in Adelaide, CMS Private Advisory has been operating since 1997, servicing high-net-worth clients across South Australia and New South ...

Funds SA adds to leadership team

ELIZABETH FRY  |  MONDAY, 4 NOV 2024
... speaker and thought leader at domestic and international conferences and industry events. Before joining the $46 billion Adelaide-based fund, as a senior analyst, James held roles at the Victorian Funds Management Corporation focused on investment risk ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... some 8500 jobs. About 4000 of these will design and build infrastructure for the new submarine construction yard in Port Adelaide. Between 4000 to 5500 jobs in the state will build and maintain them. John Quiggin, a professor of economics at the University ...

Perks announces new acquisition

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
Adelaide-based financial services and accounting firm Perks has acquired local accounting and business services company, GPK Holdich. Perks said the partnership will further strengthen the firm's position as one of Australia's largest independently ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... Trust and The Myer Family Company Limited in 2017, the firm has grown to over 200 employees across Melbourne, Sydney, Adelaide and Perth. "Mutual Trust has a legacy spanning over 100 years," Harkness added. "The recent appointments of Tanya, Beni, and ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
Pride Advice has acquired two firms, flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting ...

GSFM welcomes new chair

MATTHEW WAI  |  WEDNESDAY, 2 OCT 2024
... Johanson has a proven track record sitting in boardrooms across the industry. He was previously the chair of Bendigo and Adelaide Bank for 12 years and has been a director of Grant Samuel for over 20 years. He was also a member of the Takeovers Panel. ...

Funds SA, Mercer Super make key appointments

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... include co-chair of the Australian Sustainable Finance Initiative Taxonomy Technical Experts Group and adjunct professor at Adelaide University's School of Economics. Debelle previously held roles at the International Monetary Fund, Bank for International ...

Bendigo and Adelaide Bank appoints new chief executive

ANDREW MCKEAN  |  TUESDAY, 2 JUL 2024
Bendigo and Adelaide Bank has appointed Richard Fennell as chief executive and managing director, replacing Marnie Baker. Baker has been with the bank for 35 years, mostly in executive roles. She was chief executive and managing director for six years. ...
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