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Showing 11 - 20 of 82 results for "wealth management"

amicaa poaches Fidante exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... to depart Fidante Partners in the last week. After six years there, Matthew Holberton has left to join Ares Wealth Management Solutions.

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... evolving Iress' product and technology capabilities as we continue to focus on driving growth in our core wealth management business and delivering exceptional value to our clients through world-class advice technology." Last month Iress added the ...

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
After six years at Fidante Partners, Matthew Holberton has left to join Ares Wealth Management Solutions. The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his ...

Perpetual appoints demerger specialist

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... recruited a chief transformation officer as the financial services giant continues to pursue the sale of its wealth management business. Song Hong joined Perpetual five months ago as a separation specialist when Perpetual was about to divest its wealth ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... management, research, distribution, relationship management, and product development across both institutional and wealth management sectors. His extensive experience includes both domestic and international markets, covering alternative and traditional ...

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
PIMCO has appointed a new head of wealth management for its Australian business, promoting from within. David Orazio replaces Brendon Rodda, who has since left PIMCO for a distribution role at Allianz Retire+. Before joining PIMCO in 2015, he was the ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... product officer in capital markets and Bennelong Wealth Partners as the chief investment officer. Bennelong - the wealth management arm of Bangarra Group - which also owns Bennelong Funds Management - in 2013, morphed into Carnbrea, a boutique advisory ...

Apex names country head and COO

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... spent the last two years as acting chief growth officer. A former general manager with Colonial First State wealth management team, he also held senior roles at Mercer and Aviva Australia. "Apex has huge potential to grow and scale our superannuation ...

Orbis recruits investment specialist

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025  |  NEWS
... Allan Gray Australia, where he served as a business development manager working with financial advisers and wealth management professionals in Victoria, Tasmania, and South Australia. He began his career with the Allan Gray Group in South Africa in 2008 ...

BlackRock's Chantal Giles expands role

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025  |  NEWS
... Giles has been with BlackRock for 17 years. In her current role, she oversees the firm's relationships with wealth management firms and platforms, where she distributes BlackRock's alpha-seeking and iShares products, as well as portfolio construction ...