Tony Langford, a long-time Baillieu adviser servicing Bendigo’s wealthy families, has jumped ship to Melbourne-based advice boutique Seneca Financial Solutions and will set up the latter’s Bendigo office.
Langford is understood to have advised on about $350 million in client assets at Ord Minnett, which he would take with him to his new employer. His move, while miles away from Collin Street, is a sign Baillieu’s 70 odd advisers would be thinking hard of their future. in a bid to keep them in their seats. The last of these paid out two weeks go.The Baillieu advisers also negotiated to keep the ownership of their clients, instead of Ords owning their books.
Those two things put together, have industry rivals watching the Baillieu ranks for departures in the coming weeks.
Österreich Neuesten Nachrichten, Österreich Schlagzeilen
Similar News:Sie können auch ähnliche Nachrichten wie diese lesen, die wir aus anderen Nachrichtenquellen gesammelt haben.
Labor election buoys energy investment sentiment, survey findsInvestors are now less concerned about climate policy, but they are also demanding greater action before committing their money.
Weiterlesen »