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Showing 131 - 140 of 435 results for "adviser"

Future IM/Pact expands partnerships, appoints chair

MATTHEW WAI  |  THURSDAY, 13 MAR 2025  |  NEWS
Future IM/Pact has expanded its private wealth partnerships with the addition of four financial institutions, while also welcoming a new chair of the advisory board. Morgan Stanley, Morgans Financial, Evans & Partners, and Canaccord Genuity have joined ...

GQG loses top sales exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
GQG Partners has a new head of wholesale following the shock departure of Daniel Bullock who has been with the boutique manager since it opened its doors in Australia. Ash Naidu will step into the top distribution job. This is a big promotion for Naidu ...

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
Mercer continues to bump up its wealth distribution team by adding two new staffers. Matthew Young and Staten Janes have both been hired as senior sales leaders, based in Sydney. Young joined FIIG Securities, where he was head of intermediary distribution ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
The private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ...

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
PIMCO has appointed a new head of wealth management for its Australian business, promoting from within. David Orazio replaces Brendon Rodda, who has since left PIMCO for a distribution role at Allianz Retire+. Before joining PIMCO in 2015, he was the ...

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
Doug Tynan's GCQ Funds Management joins a growing number of active managers to enter the exchange-traded fund sector. The Sydney-based firm's flagship fund will trade on the ASX as an active ETF providing investors with access to GCQ's concentrated ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... strength to strength.," Wilson said on being promoted to the new sales job. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minett.

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... At Lonsec, he worked as a business development manager, responsible for building and delivering campaigns to target the adviser market including dealer group and platform-aligned segments. Perennial Partners' head of distribution Cesar Farfan welcomed ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... fund provider to take up a role with David Paradice. Christopher Yates, Betashares New South Wales state manager for the adviser business, has been appointed head of wholesale distribution at Paradice Investment Management. Colleague Max Minack, head ...

ART appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... McKay has over 25 years' experience in the financial services industry in corporate super, retail super, SMSF and adviser markets. Further, he has led high-performing teams in several disciplines, including sales, relationship management, and operations. ...