The Fold appointment focuses on strategy

8 April 2015
| By Malavika |
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

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

1 hour ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

5 hours 53 minutes ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 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 2 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