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

Search Results

Showing 1 - 10 of 30 results for "Mutual Trust"

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
Multi-family office Mutual Trust merged with CMS Private Advisory to meet an uptick in demand from South Australian clients. Based in Adelaide, CMS Private Advisory has been operating since 1997, servicing high-net-worth clients across South Australia ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ...

Global economy to grow at a slower positive rate

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023. The group's latest 2024 ...

OC Funds Management snares senior investment analyst

ANDREW MCKEAN  |  TUESDAY, 3 MAY 2022
... focus on a range of small to mid-cap businesses. In his early career, Yeoh also worked as an analyst at both NAB and Mutual Trust. Frost said: "Aaron brings significant insights from both his funds' management and sell-side research experience that will ...

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
Former Mutual Trust and AIA Australia chief investment officer Graeme Bibby has joined a wealth management firm. Bibby is now Partners Wealth Group's chief investment officer. He has 25 years of experience, including in consulting at Russell and Mercer. ...

New chair for AIA Australia

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
... at ANU and the ARC Centre of Excellence for Quantum Computation and Communication. He is a director of Linfox and Mutual Trust. Yates had a long career in investment banking, including 15 years at Macquarie and was managing director of Oceania Capital ...

Boutique hires from Deloitte

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... consultant in Deloitte's investment wealth 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 ...

Chief investment officer departs Mutual Trust

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
The multi-family office Mutual Trust has appointed a new chief investment officer following the departure of Graeme Bibby. Bibby, who was chief investment officer at Mutual Trust for more than four years, has left the business. A spokesperson for Mutual ...

Hostplus, HNWs back CSIRO fund

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Lockheed Martin and Temasek, as well as family offices and private investors from Morgan Stanley Wealth Management and Mutual Trust. The first fund helped develop 26 companies including v2food, Myrotia, Coviu, Kasada, Gilmour Space, Q-CTRL and Baraja ...
PAGE:
1
PREVIOUS
NEXT