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Showing 1 - 5 of 5 results for "Partners Wealth Group"

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... 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. He was the chief ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... the ground running, securing the exclusive launch of Milliman's first range of managed accounts. Former Partners Wealth Group general manager Brett Mennie has joined HUB24 as the platform's head of managed portfolios, after a short stint at the advice ...

Advice group adds general manager

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
... J.P. Morgan Asset Management has taken on a leadership role at a diversified wealth management business. Partners Wealth Group is welcoming Brett Mennie to the role of general manager, wealth. He will be responsible for leading the strategy and network ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed ...

Spike in SMSF borrowing breaches

MARK SMITH  |  FRIDAY, 23 JAN 2015
... been a spike in the number of self-managed super fund (SMSF) breaches related to borrowing, research by Partners Wealth Group shows. The number of SMSFs requiring a contravention report to be lodged with the ATO has fallen over the past year and consistently ...
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