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Showing 1 - 3 of 3 results for "Eddie Lee"

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... Boutique adviser Allied Wealth has appointed a Perpetual investment professional as its new chief investment officer. Eddie Lee has quit the financial services giant and will join Allied Wealth at the beginning of February. Lee has over 12 years of experience ...

Perpetual seeds Kapstream fund

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... middle 'mezzanine' notes, which offer attractive return and risk profiles," he said. Perpetual Private research analyst Eddie Lee said: "We continue to find private debt appealing especially domestic warehouse finance which exhibits good levels of yield ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
Aligned advisers are finding large platforms slow to react to the changing environment, with some starting to "defect" and to small independent providers, AdviceInnovation members said. "People are beginning to defect. A couple years ago there wasn't ...
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