A boutique wealth management firm has appointed a new senior investment adviser as part of a broader recruitment drive across its two offices.
Justine Morton has taken the role at Providence Independent Investment Advisory, bringing a reported 25 years’ experience in both institutional banking and private client wealth management.
Previously, she worked as principal of Finsbury Capital Advisors, before she joined Credit Suisse Private Bank in Australia as a senior relationship manager.
Providence has signalled that it is looking towards its next stage of growth, after operating for 20 years.
The firm is hiring additional advisers in both its Melbourne and Sydney offices.
A new report suggests that advisers may not be doing enough to deliver value for their existing clients, which is ...
The digital advice provider has officially launched ‘Ask Otivo’, an AI-powered interactive advice assistant to help ...
AMP has expanded its platform’s managed accounts investment menu to meet the growing demand from advisers for both pre- ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin