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Showing 1 - 10 of 59 results for "Baillieu"

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN | FRIDAY, 7 FEB 2025

... financial services, most recently at Mutual Trust, which was established nearly a century ago to manage the affairs of the Baillieu family office and expanded in 2017 to include the Myer Family Company. At Mutual Trust, Mann led the Sydney office in ...

Family office investment lead joins TCorp

ELIZABETH FRY | MONDAY, 2 DEC 2024

... years, landing from BT Financial Group. Before that, Young was a senior member of the investment team at the Myer and Baillieu family offices. In these firms, she ran manager selection for both public and private markets. She also worked directly with ...

Mutual Trust adds three partners

ELIZABETH FRY | MONDAY, 14 OCT 2024

... the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals and the ...

Copia seals distribution partnership

KARREN VERGARA | WEDNESDAY, 28 FEB 2024

... December 2023, compared to the Dow Jones Brookfield Global Infrastructure Index's 7% p.a. Copia chief executive Sam Baillieu said this fund will have widespread appeal with investors seeking exposure to a strategy with long-term capital growth that ...

More than 1700 advisers gone already

JAMIE WILLIAMSON | FRIDAY, 1 JUL 2022

... Minnett added 68 advisers in the last six months - the most of any AFSL but likely due to its acquisition of E.L. & C. Baillieu. However, over 12 months Ords lost advisers and it is Centrepoint Alliance that has had the most advisers join since last ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI | FRIDAY, 17 JUN 2022

... has announced its expansion into Western Australia with the launch of its first Perth office. After acquiring EL & C Baillieu in November 2020, the wealth management group said it was the combination of both businesses that strengthened its Western Australian ...

Copia, Mutual Limited sign distribution agreement

ANDREW MCKEAN | MONDAY, 16 MAY 2022

... distribute Mutual Limited's Mutual Cash, Mutual Income, Mutual Credit and Mutual High Yield funds. Copia chief executive Sam Baillieu was enthusiastic about the partnership with Mutual. Baillieu said: "In the current rising rate environment where investors ...

FinClear wins Ord Minnett mandate

KARREN VERGARA | MONDAY, 18 OCT 2021

... FinClear for an agreed term of five years. The deal will integrate FinClear into Ord Minnett's workflows and bring EL&C Baillieu staff across to FinClear. Ord Minnett acquired EL&C Baillieu last November for an undisclosed amount. Ord Minnett chief ...

EQT hires for trustee and wealth

ANNABELLE DICKSON | FRIDAY, 30 JUL 2021

... financial adviser at TruWealth Advice and a senior dealer assistant/associate adviser at Morgan Stanley and also at E.L. & C. Baillieu. Prior to this, Schell was a senior client services associate at Thornton Group and worked on the trading floor at ...

Copia launches impact fund

ELIZABETH MCARTHUR | WEDNESDAY, 7 JUL 2021

... TT and offer Australian investors an exciting and differentiated environmental proposition," Copia chief executive Sam Baillieu said. "TT is committed to making an environmental impact, both through its investment choices and direct charitable allocations. ...

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BT appoints new head of strategy

KARREN VERGARA

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

ASX sees trade volumes soar in May

MATTHEW WAI

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

Otivo launches AI-powered financial advice

MATTHEW WAI

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

Munro expands access to climate focused fund

VINNY VUCAGO

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

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