Search Results | Showing 11 - 20 of 42 results for "private wealth" |
| | | ... manager. Francis has been appointed vice president and will work for Valtwies in Sydney as part of the firm's private wealth build-out in Australia. The recruit spent six years at Bentham in wholesale distribution, most recently as state manager ... |
| | | | ... oversee research and ratings globally for the alternatives sector at the firm. Before that he worked at Macquarie Private Wealth, where he was responsible for fund research and the delivery of model portfolios and asset allocation advice. Previous roles ... |
| | | | ... 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 team raised over $5 billion in assets under management and built ... |
| | | | ... after the super fund merged with Vision Super. He is one of a growing number of investment professionals turning to private wealth firms and family offices as senior roles in superannuation disappear. Pholsena said Altivate Consulting is drumming up ... |
| | | | ... and specialist consulting services accelerates, he will play a pivotal role in growing JANA's business with private wealth firms, advisory practices, and family offices. Wilson will focus on enhancing consulting services and delivering tailored investment ... |
| | | | 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 ... |
| | | | ... our clients with the highest standard of investment capabilities and delivers innovative solutions to Australian private wealth investors, and we are confident that Matthew will help advance that goal," he said. Holberton earlier worked for Pinnacle ... |
| | | | 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 ... |
| | | | ... from 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. |
| | | | ... investment group, has appointed Lee Hopperton as its inaugural chief investment officer. Hopperton was head of private wealth at Perpetual Asset Management, and prior to this worked at Pendal Group, Auscap Asset Management, JP Morgan and Macquarie Ba ... |
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