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Showing 1 - 10 of 42 results for "private wealth"

Green moves: Australian Shareholders' Association, Cbus

ELIZABETH FRY  |  TUESDAY, 24 JUN 2025  |  NEWS
... part of the institutional and corporate team, and at Macquarie Group, where she worked in the professional and private wealth sectors. In addition to her new role at ASA, Kulakoff is a director and co-founder of Generation Fuel, a company focused on ...

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
Viola Private Wealth and Aura Group have appointed new operating leads, while MA Asset Management's COO has headed out the door. Aura Group has named Nathan Harris as its new chief operating officer as the firm continues to expand in the private ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025  |  NEWS
... including GQG Partners, Magellan Asset Management, and Ankura Capital. In the new role, Flygare will consult to private wealth, family office, institutional and endowment clients. Noting that the advice market continues to evolve, Hawke said Ascalon ...

Evidentia announces two new starters

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025  |  NEWS
... attracting the most talented professionals in the industry to continually enhance our service and advice to our partner Private Wealth firms." A second starter, Pierre-Hedzer Marchi,has also joined as head of quantitative Investments.He held a similar ...

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... Alternative assets firm Remara Investment Management has welcomed a new head of distribution to cater to the firm's private wealth clients. Wayne Richardson joins Remara Investment Management with nearly two decades of experience in financial services ...

Apostle Fund adds two staffers

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025  |  NEWS
... Apostle's evolution as it continues to build on its institutional heritage, and scales within the wholesale, and private wealth channels," he added.

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025  |  NEWS
Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ...

PIMCO recruits alternatives specialist

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025  |  NEWS
PIMCO, one of the world's largest fixed-income investment managers, has strengthened its private wealth team with a new hire. Lachlan Pullar has joined PIMCO and reports to David Orazio, the recently appointed Australian head of global wealth management. ...

Green moves: AIA, AustralianSuper

ELIZABETH FRY  |  MONDAY, 28 APR 2025  |  NEWS
... career, Christodoulou was an investment analyst at Credit Suisse and Australian Retirement Trust and worked on the private wealth trading floor at Morgan Stanley. She also founded TreeFi, an AI-driven advisory firm that simplifies, automates, and optimises ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025  |  NEWS
... Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital Advisors, which is led by Andrew King. "Our product and manager lineup is ...
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