William Buck hires wealth advisory director

Michael Rees Evans William Buck

11 March 2022
| By Laura Dew |
image
image
expand image

Accounting and wealth advisory firm, William Buck, has appointed a director to lead its wealth advisory team.

Michael Rees Evans joined the firm in February from financial advice firm EFS and had worked in financial advice since 2002.

At William Buck, he would be responsible for driving the firm’s innovation and talent development strategies as well as their future capabilities in financial project management.

Head of wealth advisory, Scott Girdlestone, said: “With his background in management consulting together with a passion for continuous improvement, Michael will bring energy and different strategic thinking to our business.

“To deliver what’s important to the client from a non-financial perspective you need to employ a range of strategies such as maximising after-tax cashflow, structuring of assets to ensure efficient ownership, wealth accumulation strategies and asset protection.

“It’s not easy and requires highly skilled individuals. Michael shares our all-inclusive view on financial management which is a rare find.”

William Buck, which acquired Melbourne-based accounting firm BR Wellington last year, had over $4 billion in investments.

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ross Smith

Sorry, every July I meet with each client who signs off on their FDS which disclosed adviser fees paid for the last 12 m...

19 hours 37 minutes ago
Michael Chalmers

Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...

22 hours 52 minutes ago
Chris Cornish

If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...

23 hours 54 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND