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Showing 1 - 9 of 9 results for "Fisher Investments"

Frontier promotes three

ELIZABETH FRY  |  FRIDAY, 14 OCT 2022
... wealth firms and family offices. Before that, Green worked in the London offices of Willis Towers Watson and Fisher Investments. Jenny Li and Brad Purkis are now consultants. Li also joined Frontier last year as an associate working on superannuation ...

Blacktower launches in Australia

JAMIE WILLIAMSON  |  MONDAY, 28 MAR 2022
... member is listed on Blacktower's website, being senior financial adviser Steven Klacar. Klacar was most recently Fisher Investments Australia's private client director. The Australian office follows Blacktower's expansion into Switzerland in recent months ...

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... wants to work with family offices in Australia comes as several other businesses make the same move. In June, Fisher Investments announced that it would launch a local high-net-worth offering for private clients. Shortly after that, Sequoia Financial ...

Fisher Investments launches local HNW offering

ELIZABETH MCARTHUR  |  THURSDAY, 3 JUN 2021
Fisher Investments will start offering investment management services to high-net-worth private clients via its local subsidiary. The subsidiary, Fisher Investments Australasia, has served institutional clients in the region since 2013 - but this is ...

Frontier hires from UK partner

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
... lead consultants on investment services for the defined contribution clients. Green also spent three years at Fisher Investments UK where he was a high-net-worth wealth management adviser. He will commence the role remotely on May 3 and move to Melbourne ...

MLC names head of retail distribution

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
... head of institutional distribution in October. Read Taylor Price joined MLC Asset Management in the role from Fisher Investments where he was head of Australasia. Price's role was created as part of the ongoing transition of MLC away from NAB.

MLC appoints new head of insto distribution

ELIZABETH MCARTHUR  |  THURSDAY, 1 OCT 2020
... the business transitions following the sale to IOOF. Read Taylor Price steps into the role, joining MLC from Fisher Investments where he has been since 2007. He was most recently head of Australasia at Fisher Investments and established the Australian ...

Bennelong adds to institutional distribution team

ELIZA BAVIN  |  THURSDAY, 21 MAY 2020
... and offshore institutional capability. Eric Finnell is set to step into the role, having previously been at Fisher Investments, most recently as co-head of institutional business development and client services for Australia, New Zealand and Southeast ...

Fisher Investments makes Australian move

BEN COLLINS  |  TUESDAY, 29 MAY 2012
US equity manager Fisher Investments will create a wholly-owned subsidiary in Australia, with one institutional client already secured. "Creating our new subsidiary follows considerable time spent in Australia establishing key relationships with major ...
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