Search Results | Showing 1 - 10 of 44 results for %22Tribeca Financial%22 |
| | ... stability," Lusher said. Stress testing is also common practice with Robert Devlin, the head of advice and partner Tribeca Financial. This is to ensure that clients can proactively plan for what the future might hold and help them make decisions, such ... |
| | | ... founder Michael Sauer brings nearly a decade of experience in financial services to the firm, having served at Tribeca Financial, Endorphin Wealth and Verse Wealth. Sauer said in a world of "get rich quick" schemes and limitless, often contradicting ... |
| | | ... decisions can be overwhelming. Financial advisers can play a critical role, guiding clients to the right outcome." Tribeca Financial associate adviser Ellen Stoncius says advisers should be mindful of unique financial challenges women face when providing ... |
| | | ... cashed-up more than ever. After the last two years of lockdowns and travel restrictions, clients are telling Tribeca Financial senior adviser Stevie-Jade Turner that they've found it very easy to save money. "The biggest concern that I've been seeing ... |
| | | A Financial Standard Power50 financial adviser and practice owner has sold his firm to Tribeca Financial. As of today, Lime FP is part of Melbourne-based Tribeca. This will see Lime FP's principal adviser and founder Nathan Fradley become a senior ... |
| | | Tribeca Investment Partners has appointed the former head of equities in Australia and New Zealand for Citi as chief executive, as David Aylward moves into a new role. Adam Lavis joined Citi in 2011 as managing director - head of Pan Asian equities ... |
| | | ... that with Munro." GSFM's other multi-boutique partners include Jun Bei Liu's long/short Aussie equities boutique Tribeca Investment Partners, US fixed income manager Payden & Rygel and quantitative investor Man among others. |
| | | ... BTIG as broker. "The fund's operations are as good as any funds management business would want to have," Gallagher says. Tribeca Investment Partners lead portfolio manager Jun Bei Liu got involved as a mentor for a year after a couple of students approached ... |
| | | ... superannuation fund, as it inches back towards its old size. UniSuper recently added about $300 million to its allocation to Tribeca Alpha Plus Fund and now has a total of roughly $630 million invested via the fund, Financial Standard understands. Tribeca ... |
| | | ... yet, staged the recovery as seen by our developed peers. However, with things "normalising" our market should catch-up, Tribeca Investment Partners portfolio manager Jun Bei Liu said. "Since the end of March, post the lows touched by the equity market ... |
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