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Showing 1 - 4 of 4 results for "Alvia Asset Partners"

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... Managed Account Awards winners. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee which "highlights the smaller advice businesses now working with experienced ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... managed accounts mature in Australia. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee which "highlights the smaller advice businesses now working with experienced ...

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
Alvia Asset Partners has welcomed its very first chief executive in Nathan Robertson, as it implements a growth initiative aimed at servicing other areas of the industry. Robertson brings over two decades of experience in financial services, most recently ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Capital are all nominated for the inaugural award for best ESG portfolio. For licensee managed accounts, Alvia Asset Partners, DWA, Halcyon, Morgan Stanley Wealth Management, and Oreana Financial Services Portfolio Advisory Service have been named finalists. ...
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