Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 7 of 7 results for "High net-worth advice"

Perpetual reports 8pc profit boost

ALEX BURKE  |  THURSDAY, 25 AUG 2016
... funds under advice. Perpetual chief executive Geoff Lloyd said: "With a view to being Australia's premier high net worth advice business, we are pleased Perpetual Private has now delivered... positive flows and net new client growth, as well as continued ...

PROFILE: IOOF managing director Chris Kelaher

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... Company owned. Always in the hunt for new opportunities, Kelaher made headlines again in 2014 when he acquired high net worth advice group SFG Australia (SFGA). The operation positioned IOOF as Australia's fourth largest advice business by funds under ...

Perpetual Private hires two analysts

MARK SMITH  |  MONDAY, 4 MAY 2015
... investment research team with the appointed two new analysts. David Blunt and Deana Leong have joined the high net worth advice firm's 11 person research team, which covers capital markets research, asset allocation, multi-manager portfolios, alternative ...

IOOF secures strong advice channel with SFGA bid

LAURA MILLAN  |  FRIDAY, 16 MAY 2014
... the advice segment to 30% of the combined business revenue, Kelaher said. IOOF is looking to access the high net worth advice market through SFGA's 182 advisers and 46 accountants who manage an average of $88 million in FUA each. In contrast, IOOF's ...

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... they can achieve their outcome," Woodley said. "Skill sets are very collaborative, that's the nature of the high net worth advice process - one of the obvious expectations a client will have is around investment and we certainly believe that should be ...

MLC appoints head of practice management

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
... extensive experience has given her great insight into businesses that focus on both the mass market and high net worth advice," he added.

Investors Accru SMAs

CHRIS NICHOLLS  |  TUESDAY, 25 SEP 2007
High net worth advice specialists Accru Financial Planning (AFP) have partnered with BlackRock to offer Separately Managed Accounts (SMAs) on its menu. Director Matthew Kidd said BlackRock's size and international reach, including the future inclusion ...
PAGE:
1