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JMIS successfully completes transition of Select
JMIS successfully completes transition of Select
The transition of the former Sovereign-owned Select Wealth Management product is complete. Select Wealth has received in excess of $570m of transferred funds.
Director Andrew Kelleher says that the transition has been incredibly successful.
“This is an outstanding result, and has exceeded our expectations. Clearly this result would not have been possible without the advisers’ hard work, dedication and belief in the service.”
Mr. Kelleher says he looks forward to building on and developing an even better proposition for Select Wealth Management, utilizing the DIMS license, the Select Model portfolios and investment research and management expertise, to ensure sophisticated investing remains easy for advisers and clients.
“JMIS have a proven track record of looking after peoples’ money. We have the best interest of the client at heart. We are committed to helping grow their wealth using an active investment approach to deliver the best results.”
About JMIS
JMIS is owned and managed by Ross Jewell, Alan Lee and Andrew Kelleher, who collectively have over 100 years of experience in financial markets. As well as Select, JMIS provides expertise on a wide range of investment vehicles and services to corporate clients, superannuation funds, private individuals, family and charitable trusts.
ENDS
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