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Fiducian launches Private Clients business

By Mike Taylor28 June 2022

Fiducian Group has launched a Private Clients business.

The publicly-listed company said it had launched its private client services offering to assist individuals and families with over $20 million in investible assets in areas such as wealth structuring, succession planning, philanthropic giving and tax matters.

The Fiducian private clients team is being led by Leasa Collins who said the compay was already trusted by many high net worth clients, company founders and chief executives.

Fiducian executive chairman, Indy Singh said the company was honoured to be helping Australian ultra-high net worth clients achieve their financial goals with its tailored portfolio management services.

Mike Taylor

Mike Taylor

Managing Editor/Publisher, Financial Newswire

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Anon
1 month ago

“Private Client” is the new industry short hand for “avoiding excessive regulation through use of the wholesale investor carve out”.

It is just one of the many carve outs and workarounds that are proliferating in response to bad regulation that makes it too difficult to deliver affordable professional advice.