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Showing 11 - 20 of 442 results for "adviser"

Federated Hermes launches ESG-led global equity fund

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026  |  NEWS
... strategies with integrated ESG considerations continue to grow. The fund, now registered for sale to wholesale investors and adviser clients in Australia, combines fundamental global equity investing with ESG integration through a proprietary framework ...

Podcast: A deep-green investing mindset

THE GREENER WAY  |  TUESDAY, 28 APR 2026  |  NEWS
In this episode of The Greener Way, host Michelle Baltazar speaks with financial adviser Alex Jameison of Jamieson Private Wealth about how investors reassess sustainability preferences amid fuel shortages, energy insecurity, and geopolitical shocks. ...

Podcast: Becoming a B Corp - What it takes and why it matters

THE GREENER WAY  |  THURSDAY, 16 APR 2026  |  NEWS
... become a B Corp, and is it worth the effort? In this episode, UNLESS Financial chief sustainability officer and financial adviser Marissa Theodorou talks us through the journey she and the UNLESS team went through recently to become B Corp certified. ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026  |  NEWS
A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

Orbis appoints ex-Antipodes Partners investment director

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026  |  NEWS
Alison Savas has been appointed as the new investment director at Orbis, working with Eric Marais, head of clients - Australia and Vern du Preez, investment specialist, at the global contrarian fund manager. Prior to the move, Savas was an investment ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026  |  NEWS
... Capital has added a distribution director, strengthening its team at a time of growing demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping them navigate ...

Green moves: AustralianSuper, Grattan Institute, Fidelity

ELIZABETH FRY  |  FRIDAY, 20 MAR 2026  |  NEWS
... current and future clients. Jaramillo joined Fidelity in August 2021. Before that, she was a senior responsible investment adviser at HESTA, the $130 billion industry fund for health and community workers. At HESTA, she set up the investor-led initiative ...

Fidelity expands ESG role

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026  |  NEWS
... current and future clients. Jaramillo joined Fidelity in August 2021. Before that, she was a senior responsible investment adviser at HESTA, the $101 billion industry fund for health and community workers. At HESTA, she set up the investor-led initiative ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026  |  NEWS
Perpetual's outgoing chief investment officer is set to join Pinnacle Investment Management, which is launching a new managed accounts offering for clients. Kyle Lidbury will join as the chief investment officer of a newly created affiliate. Pinnacle ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026  |  NEWS
... distribution officer at the retirement specialist following nine years at PIMCO. Rodda said that, with strong experience building adviser relationships and supporting platform and dealer groups, Tahlia will play a key role in deepening engagement across ...