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Showing 1 - 10 of 22 results for "CFS Group"

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
... consistent processes that give them the confidence to scale sustainably and achieve their growth ambitions," he said. CFS group executive distribution Bryce Quirk commented that advisers want to serve more clients and streamline operations, yet capacity ...

CFS, Wellington Management team up on new fund

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... The fund aims to outperform the MSCI World Small Cap Net Index over rolling three-year periods, before fees and taxes. CFS group executive distribution Bryce Quirk said CFS has enjoyed a long and successful relationship with Wellington over many years. ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
... and an effective workflow management system make it much easier to transition the business to a new owner," West said. CFS group executive for distribution Bryce Quirk commented: "This presents a significant opportunity for the industry to enhance business ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... benefit from true diversification by spreading risk across different countries, sectors, and asset classes. Further, CFS group executive, distribution Bryce Quirk added CFS Edge was designed with managed accounts at its core. "These new options give ...

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... to provide a comprehensive schedule of national events and webinars, supplemented by masterclasses from top experts. CFS group executive, distribution Bryce Quirk stated that CFS 10X will offer advisers opportunities to help them achieve their goals. ...

CFS Edge launches Cboe products

CHLOE WALKER  |  FRIDAY, 19 JAN 2024
... grow, so too does demand from advisers and their clients for access to breakthrough investment options." Meanwhile, CFS group executive, distribution Bryce Quirk said the partnership serves to provide further depth to CFS Edge. "As advisers seek to build ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... full-service managed account solution suitable for a wide range of clients, from accumulators to high-net-worth individuals," CFS group executive distribution Bryce Quirk said. "Advisers can blend low-cost solutions with sophisticated investment options ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... officially launched in August, Edge is the third platform CFS has on offer, together with FirstChoice and FirstWrap. CFS group executive Bryce Quirk said "the new relationship with Viridian cements CFS Edge as a platform of choice for high quality and ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... view managed accounts as a key way we can provide an improved investment experience for advisers and their clients," CFS group executive - distribution Bryce Quirk said. "Utilising best-of-breed portfolio management capability and investment strategies ...

Colonial First State appoints inaugural chief executive

CHLOE WALKER  |  TUESDAY, 26 SEP 2023
... down as chief executive of Suncorp Bank today, Clive van Horen has been confirmed as the incoming chief executive for CFS Group. Announcing the appointment, CFS Group executive chair Rob Coombe said now is the right time to appoint a group chief executive ...
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