Financial advisory and wealth management firm, Profile Financial Services, has made two senior appointments to support its recent strong growth. Jerome Bodisco has become Head of Investments. He has extensive experience across a broad range of asset classes and managers, and has long had an interest in goals-based investing. Mr Bodisco was previously a Senior […]
Profile Financial Services
ARRIA roundtable addresses demand for practical portfolio development construction interaction within advice industry
More advisers who want absolute return/certain portfolio outcomes are joining ARRIA for a real dialogue on real return strategies and to gain access to exclusive tools only available to ARRIA Members. On 15 April, ARRIA hosted presentations from Profile Financial Services and Pengana Capital with 25 advisers and industry executives attending. “Momentum is building for […]
ARRIA is the peak adviser network for all professional Real Return Investment Advisers and relevant Stakeholders. ARRIA members are committed to developing Real Return outcomes aimed at meeting investor objectives.