Equity Trustees Limited has created a new role within its advice and personal services team to help cater to private client and wealth management demand.
James Buckley has been appointed to the new position of investment portfolio manager, reporting to chief investment officer George Boubouras in Melbourne.Mr Buckley joins EQT from Phillip Capital Australia where he was head of asset management, and formerly held roles at NAB Private Wealth and UBS Wealth Management in Australia and the UK.“James has a depth of experience that will be invaluable to our business as we continue to build our capabilities and approaches. We are very pleased to have attracted someone of James’ calibre,” said Mr Boubouras.
Magellan wrapped up a tumultuous year with a 9 per cent drop in average funds under management.
With more still to come.
The CEO of a privately owned advice network has urged executives to focus on how they have helped their advice network when entering the 2022 ifa Exce...
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.