The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 8 of 8 results for "Jeena"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
Aware Super, AustralianSuper and Hostplus are set to appear before the Standing Committee on Economics' inquiry into common ownership on Monday.
ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.
A long-serving Mercer superannuation executive has left the firm to focus on board directorships.
The online trading platform is set to pay $25 million for the big four bank's share investing client base as the latter continues to simplify its banking strategy.
|Brought to you by|