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Showing 1 - 10 of 123 results for "Perpetual Private"

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... Council. In 2010, Lloyd left a leadership position within BT's advice and private banking business to head Perpetual Private Wealth, later becoming Perpetual's chief executive in 2012. He remained in the role until mid-2018 before moving to MLC. ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... million. The two parties entered the binding agreement that will see Perpetual license its Perpetual Wealth and Perpetual Private brands to the Perpetual Wealth Management Group for a period of 15 years. Perpetual will continue to own all rights to the ...

AZ NGA names chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 4 FEB 2026
... director of Diverger and managing director of Paragem. He also tenured in several general manager positions at Perpetual Private. In his new role, Jacobsen will be responsible for driving business transformation initiatives, including technology and ...

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
Boutique adviser Allied Wealth has appointed a Perpetual investment professional as its new chief investment officer. Eddie Lee has quit the financial services giant and will join Allied Wealth at the beginning of February. Lee has over 12 years of ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning, and Priority Life. The business added to Perpetual's $235.6 million in revenue in FY25 but ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching a binding agreement, or that any transaction ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... teams and driving growth, including senior roles as head of Shadforth Financial Group WA and state manager at Perpetual Private. He is recognised for building high-performing teams, nurturing referral networks and supporting advisers to achieve sustainable ...

Perpetual Private awards $60m mandate

ELIZA BAVIN  |  FRIDAY, 21 MAR 2025
Perpetual Private has added the Osmosis Resource Efficient Core Equity Fund to its multi-asset, multi-manager programme, with an initial allocation of $60 million. The Osmosis Core Equity Fund targets a better risk-adjusted return than the MSCI World ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... broader value to client relationships." The second recruit Anthony Hamawi comes to JBWere after a decade with Perpetual Private where he last held the position of national manager in the community and social investment team. In this role, Hamawi managed ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... travelling as their key goals and seek financial advice to maintain a level of prosperity, a new survey from Perpetual Private found. Canvassing its female client base to understand their priorities in the later stages of their lives, the survey found ...
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