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Showing 141 - 150 of 439 results for "adviser"

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. ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
... range of active ETFs, enabling and expanding access to alternatives, and growing our client base across both the financial adviser and HNW channels," said Carlile. Finnigan said she was delighted to join the team, describing: "I'm excited about the ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
Doug Tynan's GCQ Funds Management has picked up an Ellerston Capital manager to look after advisory groups in New South Wales and South Australia. Nathan Boroughs has been appointed distribution director and will work closely with GCQ distribution ...

Alexander Funds recruits regional manager

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
... South Australia and Tasmania, based in Melbourne. Marchueta will join distribution head Chris Inifer, and will focus on adviser, family office and high net worth clients in VIC, SA and TAS. She will also work alongside James Curnow the Sydney-based regional ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
Warakirri Asset Management has hired a new manager to look after clients in New South Wales and Queensland. The boutique asset manager has recruited Trent Faehndrich as regional manager for those states. The recruit is tasked with growing Warakirri's ...

VanEck beefs up Sydney office

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
VanEck has bolstered its Australian team with new investment, capital markets and client coverage specialists as it gears up for a record year in exchange-traded funds. Anna Wu has been appointed senior associate specialising in multi-asset investment ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
JANA Investment Advisers has taken steps to strengthen its research team through a series of new hires and promotions in response to strong business growth. Matthew Gadsden, who previously served as the head of global equities research, has been appointed ...