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Showing 101 - 110 of 435 results for "adviser"

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
Alternative investment platform iCapital has appointed Mark Oliver as head of client solutions for Australia ahead of opening a Sydney office, signaling the New York-based fintech's push into the local market. Oliver will be responsible for building ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ...

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... distribution hires planned over the next eight weeks. Man said the appointments include a head of New South Wales and two adviser engagement specialists, all currently serving non-compete periods and gardening leave with previous employers. "There are ...

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... and family offices with opportunities, as a director of client portfolios. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minnett.

'Surreal', 'difficult' times for sustainable investors: RIAA

KARREN VERGARA  |  THURSDAY, 29 MAY 2025  |  NEWS
A leading voice for sustainable investing in the US admits the anti-ESG movement has been "difficult" and "surreal" as investors fear being overly scrutinised, the Responsible Investment Association Australasia (RIAA) Conference heard. There are, however ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025  |  NEWS
... Escala's founders two years ago. Perry brings more than 25 years of financial services experience, having progressed from adviser roles to running wealth management divisions at Solomon Smith Barney and UBS. McNaughton joined from UBS Asset Management ...

Green moves: Chief Executive Women, Hearts & Minds, Rabobank

ELIZABETH FRY  |  MONDAY, 19 MAY 2025  |  NEWS
... Newton was head of social innovation and development at Australia Post. He joined Australia Post after serving as principal adviser to the Victorian premier on economic and infrastructure policy, climate change initiatives and the delivery of the state ...

Green Moves: ACSI, PRI, HOPE Housing

ELIZABETH FRY  |  FRIDAY, 16 MAY 2025  |  NEWS
... manager. The appointment follows the appointment of Michael Dwyer as HOPE's inaugural chair. Dwyer has been a long-time adviser to the fund that co-invests in home loans for essential workers, addressing the growing affordability crisis facing critical ...

Super moves: QIC, VFMC, ESSSuper, Aware Super

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025  |  NEWS
Vivian Xu has joined Victorian Fund Management Corporation to work on quant strategies across global markets. Xu arrived from Frontier Advisers, where she was promoted to the new quantitative research consultant within the capital markets and asset ...

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025  |  NEWS
JP Morgan Asset Management has appointed an exchange-traded fund specialist from Vanguard to bolster distribution in the rapidly growing market. Stefania Vivarini is credited with launching Vanguard's ETF-based separately managed accounts. Vivarini ...