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Showing 1 - 8 of 8 results for "Jeena"

Boutique hires from Deloitte

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... and advisory practice. He was previously an analyst at Victor Smorgon Group, Mutual Trust, Zenith Investment Partners and Jeena. Miller also spent time as head of research at the Centre for Institutional Investors and was an executive director at the ...

SFG FUA grow 8% to $11.6bn

MARK SMITH  |  THURSDAY, 28 FEB 2013
... 14% on the same period the previous year. The group attributed the rise to the completion acquisitions including Snowball, Jeena Partners, Life Financial Services and Spencers Accountants. SFG also saw growth in funds under advice thanks to stronger ...

Self-reliant investors need professional advice: SFG

MELANIE TIMBRELL  |  FRIDAY, 31 AUG 2012
... increases as driven organically. This included the completion of tuck-in acquisitions of Melbourne-based wealth management firm Jeena Partners and the business of Life Financial Services and Spencers Accountants, both based in Ballarat, Victoria. The ...

Acquisitions and cost savings key for SFG

MELANIE TIMBRELL  |  TUESDAY, 28 FEB 2012
... Cleveland Practice, revenue rights to the Symetry Portfolio Service Platform and the Melbourne-based wealth management firm Jeena. Funds under management were up 6% on pcp to $4.0bn, bolstered by inflows to the Group's new strategic fixed interest trust ...

Snowball re-brands for future

CLAIRE MCGREAL  |  WEDNESDAY, 30 NOV 2011
... hard. There's a lot of interest in that," said Fenning. SFG Australia recently acquired a small family office in Melbourne, Jeena, which Fenning said was consistent with the acquisitions the group is currently looking at. He also said the group believed ...

Snowball acquires HNW wealth manager

RACHEL DAVIS  |  FRIDAY, 11 NOV 2011
... Melbourne based wealth management firm which specialises in providing family office services to high net worth clients. Jeena was established in 1991 by Pranlal Jeena and services a number of client families, managing approximately $55m in total invested ...

Zenith wins clients and adds to team

MICHAEL HOBBS  |  FRIDAY, 13 FEB 2009
... said. In addition, the firm hired Miller as an investment analyst. Miller previously worked at financial planning firm, Jeena Limited for three years managing high net worth client portfolios and monitoring funds on the recommended list. Miller will ...

India's investment exuberance

ALEX DUNNIN IN MUMBAI REPORTING FROM THE INAUGURAL AUSTRALIA INDIA FINANCIAL FORUM  |  MONDAY, 19 NOV 2007
... should either look for strong local partners or follow the fund-of-funds strategy, said Paul Harper, chief executive of Jeena Ltd Accounting and Financial Services. "It's growth and positioning means you need to get involved with it," he said. "Emerging ...
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