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Showing 1 - 10 of 35 results for "Mark Smith"

Perpetual names planned post-acquisition executive lineup

CHLOE WALKER  |  WEDNESDAY, 30 NOV 2022
... officer, Paul Chasemore will be chief people officer, and Sam Mosse will be chief risk and sustainability officer. Mark Smith will continue to lead Perpetual Private and Richard McCarthy will remain as Perpetual's Corporate Trust head, as well as joining ...

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... Victoria. FUA has grown by more than $100 million per year over the last five years. Perpetual Private group executive Mark Smith said the ongoing evolution of the domestic wealth industry has seen the withdrawal of the major banks in this space and ...

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... importantly, continue to deliver great outcomes for our clients and their investors," Elston's head of adviser services Mark Smith said. "We're now working with over 200 advisers nationally. Our models are available on six of the leading wrap platforms. ...

Perpetual introduces new family office team

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... expertise to clients and working closely with the broader Perpetual team," he said. Perpetual Private group executive Mark Smith said the creation of the new team is key to the advice business. "Our breadth of services and commitment to deep client relationships ...

Perpetual expands risk advisory capabilities

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
... practitioners, professionals and business owners, to strengthen its risk advisory capabilities for private clients. Mark Smith, group executive for Perpetual Private said the acquisition demonstrates the company's commitment to growing its private client ...

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... class, diversified SMAs built around a large-cap direct Australian equity core. Elston AM head of adviser services Mark Smith said Bridge Private Wealth recognised the benefits of managed accounts in delivering not only some great outcomes for clients ...

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
... Brisbane-based wealth manager. Partnering with Quill Group to launch the offering on HUB24, Elston head of distribution Mark Smith said the firm is "proud to be working with such a respected and progressive wealth management business." "The team at Quill ...

Financial Standard appoints editor, unveils new website

STAFF WRITER  |  FRIDAY, 16 DEC 2016
... the wealth management publication. Deputy editor Darren Snyder will step into the top role on 3 January, succeeding Mark Smith who departed in October. Coinciding with Snyder's appointment, the editorial team will be further strengthened by the addition ...

Financial Standard appoints deputy editor

ALEX BURKE  |  THURSDAY, 28 JAN 2016
... Hoopla, Crikey!, ABC News Online and Women's Agenda. In her new role, Fitzsimmons will be working closely with the editor Mark Smith on Financial Standard's range of titles, including the Financial Standard newspaper, apps and magazines: FS Advice, FS ...

Perpetual acquires private wealth firm

LAURA MILLAN  |  FRIDAY, 11 DEC 2015
... we have in our business and allows us to deepen our offer to the medical sector," Perpetual Private group executive Mark Smith said. Fintuition director Warren Skinner said: "With Perpetual's deep history as an independent wealth manager, it was clear ...
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