Search Results | Showing 1 - 10 of 114 results for "Perpetual Private" |
| | ... 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 ... |
| | | ... The awards recognised companies across nine categories, with a few standing out for their consecutive wins. Perpetual Private once again claimed the Licensee Managed Account award, while Alvia Asset Partners emerged victorious in the highly competitive ... |
| | | ... Investment Fund (KPIF) is now seeking further investor interest from high-net-worths and family offices following Perpetual Private's seeding commitment. KPIF charges a management fee of 0.89% and is overseen by Kapstream portfolio managers Dylan Bourke ... |
| | | ... work towards achieving their financial goals. IMAP recently unveiled its 2023 Managed Account Awards winners. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee ... |
| | | ... quality and number of entries has continued to grow with each year as managed accounts mature in Australia. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee ... |
| | | ... 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 current chief financial officer Chris ... |
| | | ... mandate form a large auto lender as well as MFS and Laminar combining to win a large wealth management mandate. Perpetual Private total funds under advice (FUA) were $17.2 billion, down 1% in the quarter due to negative market movement but supported ... |
| | | Perpetual Private has two new lead partners, including a former head of advice from MLC. It has also welcomed a national manager of trustee services. Chemere Brown and Matthew Le Belenger have joined, with Brown overseeing Victoria while Le Belenger ... |
| | | ... funds under advice (FUA) was $17.4 billion, 7% lower than the $18.7 billion reported in March 2022. Although, Perpetual Private experienced a $0.3 billion increase in positive net flows during the quarter. As previously reported by the Financial Standard ... |
| | | ... MLC Asset Management, Morgan Stanley Wealth Management, Oreana Financoal Services Portfolio Advisory Service, Perpetual Private and State Street Global Advisors will vie for the title. Meanwhile, DNR, Elston Asset Management, Infinity Asset Management ... |
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