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Showing 1 - 10 of 22 results for "Fitzpatricks Private Wealth"

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
Fitzpatricks Private Wealth has appointed a Victorian regional manager to expand its presence in the state. Daniel Proietto will step into the position, after most recently working as an independent business consultant, advising investment managers ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... executive. This gives her the responsibility for the group's three main areas of focus: core business Fitzpatricks Private Wealth which has over 100 advisers, Atrium Investment Management which had $1.7 billion in assets under management, and another ...

ASIC bans former Fitzpatricks employee

ELIZA BAVIN  |  MONDAY, 28 OCT 2019
A former Fitzpatricks Private Wealth employee has been permanently banned from providing financial services after stealing close to $300,000. The Australian Securities and Investments Commission said Emma Maree Radke provided administration services ...

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
Fitzpatricks Private Wealth added another practice to its growing network. Fitzpatricks told Financial Standard it bought a stake in Perth-based Stewart Symonds & Partners, representing 38 new advisers who have joined. It is one of seven new practices ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... FUA to $8.3 billion on the year prior. It also signed 22 distribution agreements including one with Fitzpatricks Private Wealth, which offers managed accounts to its clients. On a smaller scale but just as significant, Praemium saw its separately managed ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... vertically integrated platforms. HUB24 signed 22 new distribution agreements June quarter, which included Fitzpatricks Private Wealth. About $700 million of Fitzpatricks' FUA is expected to transition to the platform by the end of 2018. HUB24 listed ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... managed portfolio solution and a new administration solution to a boutique financial advice group Fitzpatricks Private Wealth. Fitzpatricks group managing director John McMurdo said HUB24 built a tailored solution that offers advisers access to both ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC Financial Planning. Fogarty will succeed John Woodley who ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution for Fitzpatricks' current MDA offering. Fitzpatricks group managing director ...

Legalsuper appoints new client service manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
The former head of compliance at Fitzpatricks Private Wealth is taking on a new role at legalsuper. Ragnhild Sky joins as client service manager for the ACT region. Before Fitzpatricks, she was a senior compliance manager at St George and a senior financial ...
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