Lambourne Partners welcomes new wealth division appointment

Lambourne Partners welcomes new wealth division appointment

Lambourne Partners has announced Ron Homes has joined its Wealth team as a Specialist Investment Research Consultant.

Director of Lambourne Partners, Kurt Purkiss said having someone on the team with the experience and knowledge Ron does will be a great asset and will help to further grow the services offered by their wealth division.

“Lambourne Partners is extremely pleased to have someone of Ron’s calibre joining the team,” Kurt said.

“Ron is a highly capable and respected financial services professional and having him on board in a dedicated Investment research and analytics role complements the existing teams strengthens and areas of expertise.”

With over 37 years of experience in the Wealth, advisory and financial planning profession, Ron has held roles with domestic and global asset managers, advisory firms, and broking houses.

“I’m excited to join the team in a role which allows me to pursue my passion of dissecting and analysing investment and managed fund offerings,” Ron said.

“Building on the teams existing knowledge and investment expertise, my role is to guide the team in modern and progressive investment portfolio construction.”

The Lambourne partners Wealth team has decades of experience in providing tailored strategic and investment advice to clients through services that include financial planning, wealth creation and investment portfolio construction.

Ron’s skillset will enhance the teams long-standing and proven ability to meet and exceed client expectations.

He is set to an additional layer of strategic and analytical research to Lambourne Partners existing approved investment list and investment philosophy, which guides the Wealth teams investment selection and portfolio construction process.

“In the current environment where more and more financial planning and wealth advisory firms are steering away from bespoke investment advice, our team is continuing to build out this division by adding experts like Ron,” Kurt said.

“With the financial planning and wealth management sector continuing to change and evolve day by day, having a dedicated and standalone investment research division allows our advisors to focus on meeting with and reviewing their clients’ strategic plans to ensure that they are on track to meeting their longer-term objectives.”

Ron’s qualifications include a Diploma of Insurance and Finance; Australian and New Zealand Insurance Institute; Diploma of Financial Planning; Deakin University; Certificate of Financial Planning Financial Planning Association of Australia.

Ron commenced his role earlier this month and has already made a significant contribution to the external investment review and approval process, which continues to bolster Lambourne Partners Wealth investment governance process.

IMAGE | Lambourne Partners Wealth team celebrate the addition of Ron Homes.

Trending Articles

Advertise with us

Affordable and engaging advertising to a business community

Submit an article

Tell your story to the Hunter business community

Does your business need a little help with its marketing?

Marketing strategies