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Showing 1 - 10 of 13 results for "Santiago"

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... relationships now being managed on Practifi," Johnstone said. Lumiant chief executive Blake Wood, who took over from co-founder Santiago Burridge last year, said 2023 was a transformative year for Lumiant, achieving several milestones that strengthened ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
Lumiant's co-founder and chief executive has stepped down from day-to-day responsibilities to take a career break. Santiago Burridge remains as a director on the board of Lumiant as the fintech aggressively expands in the US market. Lumiant's US chief ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... more than 60 advisory firms use Lumiant's cloud-based advice solution, it's founder and global chief executive Santiago Burridge said it remains committed to meeting clients where they are "On their mobile devices," he said. "We can enhance their ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... advisers to access a view of their client's total financial lifecycle. Lumiant co-founder and global chief executive Santiago Burridge said: "When it comes to advice, many financial professionals are hamstrung in delivering an excellent client experience ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... advisors in a unique, leading-edge values-based advice process," Lumiant said. Lumiant co-founder and global chief executive Santiago Burridge said the support of Edelman is testament to what Lumiant has built. "We've reimagined the financial advice ...

Lumiant receives $3m investment from US wealth manager

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
... month and aims to use its new resources to bankroll rapid expansion in the country. Its chief executive and co-founder Santiago Burridge said there is no better strategic partner than Savant. "For more than 30 years, they (Savant) have committed to applying ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... intentionally disenfranchised them by anchoring the delivery of the proposition in investment products," Lumiant chief executive Santiago Burridge said. "It is our hope that by changing the discussion and delivering on the promise of advice we can bring ...

Lumiant raises capital, adds to board

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... director of Shadforth and is currently the principal of Global Adviser Alpha. Lumiant chief executive and co-founder Santiago Burridge said the two appointments will see the firm take another leap forward in its growth journey. "With Jeff and David joining ...

CFA Institute offers free exam deferral

ELIZABETH MCARTHUR  |  THURSDAY, 4 FEB 2021
... laptop face, the keyboard, and underneath the base of the laptop." Candidates in Lima, Panama City, Peterborough and Santiago have had their February exams cancelled as COVID-19 related conditions have made it impossible for exams to go ahead.

AMP Capital hires infrastructure investment director

MARK SMITH  |  WEDNESDAY, 7 OCT 2015
... joins the company from Ontario Teacher's Pension Plan Board where he was general manager, business development based in Santiago, Chile. During his career, he has held senior roles with Downer Group, MAp Airports, Qantas Group and Macquarie Group. Cummings ...
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