William Buck hires wealth advisory director

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 9 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 13 hours ago