Cut through Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.
 On the horizonTim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't ...  Harvesting wisdomWith a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and ...  A bespoke approachWhile separately managed accounts have stolen much of the limelight in recent years, senior private wealth adviser Fanoula Stathatos is giving her clients ...  A process for the betterEvalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better ... PAGE: 1 |
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Further Reading
Cover Story
On the horizon
TIM TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
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