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Showing 121 - 130 of 435 results for "adviser"

American Century appoints local sales VP

ELIZABETH FRY  |  THURSDAY, 10 APR 2025  |  NEWS
American Century Investments has appointed a former director from Dimensional Funds Advisers to run sales in Australia. Tom Fellowes has taken on the role of vice president of Australia sales. Based in Sydney, he will report to American Century's ...

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025  |  NEWS
Blue Owl Capital, one of Wall Street's largest alternative asset managers, continues to add to the local headcount. Not quite nine months after PIMCO's John Valtwies joined Blue Owl as a principal, Larry Francis has come on board from Bentham ...

Green moves: Challenger, AusBiotech

ELIZABETH FRY  |  THURSDAY, 3 APR 2025  |  NEWS
... healthcare company, most recently as corporate policy lead. AusBiotech has also welcomed Rose Mary Petrass as a communications adviser. A former journalist at FS Sustainability, Petrass has reported extensively on sustainability, climate change, ESG ...

Zurich Australia appoints investment chief

ELIZABETH FRY  |  THURSDAY, 3 APR 2025  |  NEWS
... overseeing three portfolios worth $12 billion. He previously worked as a consultant at AMP Capital Investors and a derivatives adviser at MF Global. Chen will report to Zurich Australia and New Zealand chief executive Justin Delaney, and APAC regional ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025  |  NEWS
The boutique investment consulting and research house has made two new hires to support the continued growth of its ratings business. Simon Scott joins Genium Investment Partners as a research analyst and will help expand research ratings coverage across ...

Green moves: CSIRO, Ethinvest, Social Enterprise Australia

ELIZABETH FRY  |  FRIDAY, 28 MAR 2025  |  NEWS
... organisation as we step into our next stage of development." Ethinvest advisers set up own shop Former Ethinvest financial adviser Justin Medcalf has landed at UNLESS Financial as a co-founder. Medcalf has spent two decades at the forefront of responsible ...

Impact investing needs instos to scale: Experts

KARREN VERGARA  |  FRIDAY, 28 MAR 2025  |  NEWS
While it has gained momentum in the last 15 years, impact investing still requires major backing from institutional investors and governments for it to scale and become a formidable force, the first day of the Impact Investment Summit Asia Pacific heard ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
EQT, the Swedish buyout firm, has snapped up GQG Partners' long-serving distribution lead. Daniel Bullock - who worked at GQG for six years - has been appointed EQT's head of private wealth in Australia. Under his leadership, GQG's distribution ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

Major instos, family offices headline Impact Investment Summit

KARREN VERGARA  |  MONDAY, 17 MAR 2025  |  NEWS
The 2025 Impact Investment Summit Asia Pacific is set to be the biggest ever, featuring heavyweights from Macquarie Group, such as Viktor Shvets and former chief executive Nicholas Moore, set to headline this year's event that focuses on scaling investments ...