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Showing 11 - 20 of 116 results for "wealth management"

Future Group rejigs investment team

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026  |  NEWS
... State Investments. Most recently, he has held a number of independent advisory roles across superannuation and wealth management. Future Group chief executive Simon Sheikh said Fernandes' appointment was an important step in strengthening the organisation's ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026  |  NEWS
... growth." Gilmore further said the firm is seeing more clients from accounting firms who need to incorporate wealth management into their personal finances. And he expects this trend to continue again, given the growing opportunity set in investing and ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026  |  NEWS
... director, investment specialist. Srinivasan brings over 25 years of strategic sales leadership in the local wealth management industry. Leading the sales team, he will drive Morningstar's distribution strategy for its managed portfolios across licensees ...

Super moves: Aware, VFMC, CareSuper, UniSuper, NGS

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025  |  NEWS
... acquisitions, financial modelling and valuations. Finally, UniSuper has named Matt Werakso as head of professional wealth management. Werekso was promoted from state manger of advice - a role he has held for six years. As head of professional wealth ...

Investment veteran wraps 30 year career

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... East and Australia. He landed at Lonsec in the top investment job after spending seven years at Morgan Stanley Wealth Management. He initially served as head of research and investment strategy in Sydney before relocating to Hong Kong in 2021 as co-head ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... practice support, technology, and client engagement tools. Spittle brings more than 25 years of experience in wealth management, including senior leadership roles at Insignia Financial, Macquarie Bank and AMP. Most recently, a director at Investment ...

Aussie executive tapped for top Kiwi job

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... investor. Clarity Funds is owned by the Investment Services Group, which in turn is 755 owned by Australian wealth management firm Shaw and Partners, further strengthening the Australian connection. Following the acquisition, ISG's advisory arm ...

REI Super names investment chief

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025  |  NEWS
... as group executive - investment governance and operations. An actuary with over 25 years' experience in wealth management, superannuation and investments, Siapkas previously spent seven years at Guild Trustee Services overseeing superannuation trustee ...

Hostplus snares LGT Wealth deputy CIO

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025  |  NEWS
The deputy chief investment officer of LGT Wealth Management has joined the investments team at Hostplus, the $140 billion superannuation fund. Kevin Wan Lum has taken up the post of executive manager of investment research - a critical role given that ...

Privity adds to sales team

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025  |  NEWS
... Australia's eastern seaboard. Philips brings heavyweight credentials to the role, with over 15 years of navigating wealth management and distribution, including senior positions at Allianz Retire+ and Challenger Limited. "Natalie brings exceptional ...