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Search ResultsShowing 1 - 10 of 96 results for "Perpetual Private"
Perpetual introduces new family office team
ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
Perpetual Private has created a new family office team and appointed a head from Mutual Trust and named four specialists dedicated to servicing the family office clients. Nick Lipscombe has been named as head of family office and he will develop and ...
Departure at Perpetual small caps team
KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... over the management of strategies in the asset class to Barrow Hanley, and analyst Nick Vidale. In October, Perpetual Private lost its head of multi-manager Theo Sofios also left. On product front, it has axed geared investment options and revised fees ...
LGBTI+ leaders list 2020 revealed
ELIZABETH MCARTHUR  |  FRIDAY, 27 NOV 2020
... and then start to share experiences to help with awareness and understanding," Wilkerson said. Caitriona Fay, Perpetual Private managing partner and GiveOUT Australia board member, was recognised for her philanthropic efforts. GiveOUT directs funding ...
Perpetual gets green light for acquisition
ELIZA BAVIN  |  FRIDAY, 13 NOV 2020
... Perpetual, as the latter already uses Barrow Hanley's expertise in its multi-manager portfolios offered to Perpetual Private clients.
Perpetual talent departs
ELIZABETH MCARTHUR  |  TUESDAY, 13 OCT 2020
Perpetual Private has lost its head of multi manager, who has been with the firm for more than 17 years, and a research analyst. Theo Sofios departed last Thursday, a spokesperson for Perpetual confirmed. Sofios had been with Perpetual for 17 years ...
Perpetual profits plummet
ALLY SELBY  |  THURSDAY, 20 AUG 2020
... direct impact on the group's revenues generated by FUM in Perpetual Investments and funds under advice (FUA) in Perpetual Private, he said, with net outflows also leading to lower revenue for the year. "Our diversified business model has provided some ...
Perpetual takes stake in US asset manager
JAMIE WILLIAMSON, KANIKA SOOD  |  MONDAY, 27 JUL 2020
... Perpetual, as the latter already uses Barrow Hanley's expertise in its multi-manager portfolios offered to Perpetual Private clients. Adams last year said the company wanted to add global mangers (including outside of its traditional value investing ...
Advice group research head departs
HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... confirmed Herold's appointment to Financial Standard earlier this week. In Herold's absence, former Perpetual Private head of investment research Maggie Callinan has been "engaged" to manage Centrepoint's research capabilities "on an interim ...
Profits down as Perpetual looks to future
HARRISON WORLEY  |  THURSDAY, 20 FEB 2020
... for growth while remaining focused on supporting our clients and their needs," Adams said. Adams highlighted Perpetual Private's acquisition of Priority Life and its increased number of "high quality" advisers, which grew by 24% in the last year. Net ...
Perpetual awards mandate
KANIKA SOOD  |  WEDNESDAY, 12 FEB 2020
An American fund manager has scored Perpetual as its first Aussie institutional client with a credit mandate. Perpetual has mandated Thornburg Investment Management which is headquartered in Santa Fe, New Mexico and represented here by Melbourne-based ...
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