The Fold appointment focuses on strategy

8 April 2015
| By Malavika |
image
image image
expand image

Financial services legal firm, The Fold, has indicated it is expanding, with a new hire to help the firm form strategy and direction around the way it services its clients.

Emma Zadow joins the firm as head of clients and innovation from Corrs Chambers Westgarth, where she also looked after client strategy.

The Fold's managing director, Claire Wivell Plater, said the appointment comes at a time when technology and the financial services industry are going through continuous change.

The hire comes after the formation of a partnership between The Fold and Perpetual, where the legal firm was appointed as Perpetual Private's partner to offer accountants a licensing solution as the removal of the accountants exemption to advise on self-managed super funds looms closer.

Under the partnership, the legal firm will offer accountants support to find the right licensing arrangement for them, and train them on Australian financial services regulatory requirements.

The Fold also announced its senior lawyer Jaime Lumsden Kelly has become a shareholder and been promoted to solicitor director, while current solicitor director, Charmian Homes has increased her shareholding.

The Fold is also looking to hire senior lawyers in its Brisbane and Sydney offices, and a paralegal in the Sydney office.

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 6 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
2
DomaCom DFS Mortgage
95.46 3 y p.a(%)
5