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Showing 11 - 20 of 120 results for "wealth management"

Perpetual names interim investment chief

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026  |  NEWS
Perpetual's wealth management arm has appointed a new investment lead ahead of an anticipated sale of the business to buyout firm Bain Capital. David Blunt, who is head of growth assets, has been named acting chief investment officer, taking over ...

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026  |  NEWS
... improved financial performance and managed the sale of the business to Apex Group in January 2025. "Sam brings deep wealth management industry experience and a strong track record of product leadership, client delivery and commercial performance," Iress ...

Top JBWere wealth leader heads to UBS

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026  |  NEWS
... resigning after almost a decade with the firm. Over the past ten years, he led JBWere, National Australia Bank's wealth management arm, overseeing teams serving high-net-worth clients in six cities. Before joining UBS - where he will return as head ...

Future Group names chief investment officer

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 ...

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 ...