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Frontier Advisors enters advice consulting via Perks

Mike Taylor13 September 2023
Man stands on ledge with telescope

After years of delivering investment consulting services to industry funds, Frontier Advisors has entered into an agreement to service a financial planning business – South Australia’s Perks Private Wealth.

Perks announced the relationship today saying it would allow Perks Private Wealth to draw upon Frontier’s “institutional grade” investment research and deep knowledge of global markets and key asset classes.

Commenting on the move, Perks Private Wealth director, Simon Wotherspoon said having access to Frontier’s resources mean Perk’ clients could benefit from global research and market insights traditionally reserved for institutional investors.

“This is the first time Frontier Advisors has partnered with a private wealth firm globally and is a huge endorsement for Perks Private Wealth as a leader in the profession,” he said.

“This relationship provides Perks Private Wealth with a point of difference among our competitors and underlines our commitment to innovation within our experienced wealth advisory division which has been supporting South Australians for 23 years and has $1.2 billion in funds under management.

“It also complements the expertise of over 200 staff of the wider Perks firm, our dedicated Perks Private Wealth research team and our sophisticated Perks Private Wealth Investment Committee chaired by respected finance executive Christo Hall.”

“Christo’s experience includes helping to oversee the $35 billion Asian Fundamental Equities team at US investment giant BlackRock, and more recently he was Chief Investment Officer of Australian investment manager Ellerston Capital. He presently holds non-executive director positions at Funds SA and AMP Superannuation Limited.”

Mike Taylor

Mike Taylor

Managing Editor/Publisher, Financial Newswire

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