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Showing 1 - 6 of 6 results for "Perpetual Private"

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026  |  NEWS
... Council. In 2010, Lloyd left a leadership position within BT's advice and private banking business to head Perpetual Private Wealth, later becoming Perpetual's chief executive in 2012. He remained in the role until mid-2018 before moving to MLC. ...

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
Boutique adviser Allied Wealth has appointed a Perpetual investment professional as its new chief investment officer. Eddie Lee has quit the financial services giant and will join Allied Wealth at the beginning of February. Lee has over 12 years of ...

Green moves: Commonwealth Bank, Hostplus, Perpetual

ELIZABETH FRY  |  TUESDAY, 20 JAN 2026  |  NEWS
... 2013, holding roles including national manager of philanthropy and nonprofit services, and managing partner of Perpetual Private. Before that, Fay spent over six years at The Ian Potter Foundation as senior program manager. She also sits on the board ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... broader value to client relationships." The second recruit Anthony Hamawi comes to JBWere after a decade with Perpetual Private where he last held the position of national manager in the community and social investment team. In this role, Hamawi managed ...

LGT Crestone hires head of sustainability

RACHEL ALEMBAKIS  |  THURSDAY, 14 JUL 2022  |  NEWS
... to drive long-term environmental change in both our operations and networks." MacDonald joins Crestone from Perpetual Private in Sydney, where she was an investment director, providing strategic wealth advice to not for profit clients across Perpetual's ...

Perpetual hires philanthropic services manager

RACHEL ALEMBAKIS  |  FRIDAY, 15 FEB 2013  |  NEWS
Perpetual has hired Caitriona Fay as philanthropic services manager for Perpetual Private, its wealth advice arm. Fay comes to Perpetual from The Ian Potter Foundation, where she was senior program manager. She is a member of the Leading Learning in ...
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