Search ResultsShowing 1 - 10 of 10 results for "Trustee Partners"
IOOF rejigs CRO role, appoints successor
KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... executive roles at Equity Trustees, Westpac, ANZ, NAB and KPMG. She was most recently chief risk officer at Trustee Partners for about a year, and was managing director of The Data Institute, which aims to improve data governance and the ethical use ...
Sargon grows executive lineup, launches fintech solutions
JAMIE WILLIAMSON  |  TUESDAY, 2 OCT 2018
... position is in addition to his existing role as general manager and head of Australia for Sargon subsidiary, Trustee Partners. The new appointments will support the organisation's ongoing growth. In addition to AET, Sargon also acquired Decimal last ...
Trustee services provider appoints new chair
ALEX BURKE  |  TUESDAY, 15 MAY 2018
... superannuation funds has appointed a new non-executive chair. Sargon Capital, which operates in Australia via Trustee Partners, appointed Robert Rankin as its new chair, joining new non-executive directors Andy Wang, David Chen and Tony Owen. Rankin ...
Trustee services provider buys advice group
JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... funds has acquired a non-aligned boutique financial advice group. As part of its ongoing expansion strategy, Trustee Partners has acquired Madison Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform ...
DomaCom enters retail super market with new partnership
ALEX BURKE  |  MONDAY, 8 JAN 2018
... by an Australian super trustee. The DomaCom Fund will now be available as an investment option for members of Trustee Partners' retail super fund, joining 33 fund manager offerings already included on the menu. Trustee Partners chief executive Andrew ...
Trustee Partners recruits ahead of opening NZ office
JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
Trustee Partners is building out its product, marketing and distribution team with two key appointments. Bringing more than 20 years' experience to the business, Rachel Griffith has been appointed to head the team while Elizabeth Hartnett will work ...
Trustee Partners names Australian GM
ALEX BURKE  |  THURSDAY, 24 AUG 2017
Following an executive search, Sargon Capital consulting group Trustee Partners has named a financial services industry veteran as the general manager for its Australian business. Andrew Peterson takes on the role having previously been managing director ...
Trustee Partners crosses the ditch
JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
Trustee Partners made its first overseas investment, acquiring a New Zealand fiduciary services firm with an offer too strong to ignore. A dominant fiduciary services business in the New Zealand market, Complectus, was bought by Trustee Partners in ...
Trustee Partners hunts GM
KARREN VERGARA  |  MONDAY, 6 MAR 2017
Trustee Partners is recruiting a general manager to head its Australian operations. The general manager will report to the global chief executive and be responsible for running day-to-day operations of the Australian business, including overseeing the ...
Deloitte partner moves to Trustee Partners
DARREN SNYDER  |  FRIDAY, 9 SEP 2016
Former Deloitte partner and #FSPower50 member Stephen Huppert has joined the newly-formed Trustee Partners as head of innovation. Huppert joins a team of seasoned industry professionals including Trustee Partners' co-founder and managing director Phillip ...
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