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Showing 1 - 6 of 6 results for "Fordham Group"

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning, and Priority Life. The business added to Perpetual's $235.6 million in ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching a binding agreement ...

Wealth arm projects Perpetual profit

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
... and attracted 70 new medical specialist clients during the year," Lloyd said. Perpetual purchased Melbourne-based Fordham Group, a specialist accounting, business and financial advice firm, for $35 million in 2009 when the group reported to have $500 ...

Advisers urged to prepare clients for super shift

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
... implications or the appropriate structures correctly ahead of the pending 1 July changes, a business advisory expert warns. Fordham Group partner Michael Doughty said super funds which don't have financial and tax advisers working in conjunction with ...

Perpetual FUM up as flows steady

MICHAEL HOBBS  |  THURSDAY, 25 FEB 2010
... last year. This result was mainly due to the Grosvernor Financial Services purchase and rising equity markets. The Fordham Group acquisition is expected to add a further $500 million in FUA to Perpetual's total. "Initial acquisition and integration costs ...

Perpetual Private Wealth boosts FUA to $8.5bn

COMPANY RELEASE  |  WEDNESDAY, 16 DEC 2009
... division's total funds under advice (FUA) to $8.5 billion. This week Perpetual bought Melbourne-based advisory firm Fordham Group for $35 million, a deal that is expected to be finalised by January next year. The acquisition follows Perpetual's purchase ...
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