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Showing 21 - 30 of 235 results for "Advisers"

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... Management since 2010, responsible for distributing customised managed account portfolios to national dealer groups, advisers and not-for-profit organisations. Previously, he worked for Ascalon Capital Managers, part of the Westpac Group, for over six ...

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... support the new product. GCQ head of distribution Steve Higgins said he has fielded a steady increase in queries from advisers and stockbrokers over the last year asking when they would enter the ETF space. "These advisers use the CHESS platform and ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
... fostered over the last two decades. "It is great to welcome Nathan to GCQ as we have a shared ethos around working with advisers to educate them on the details of the GCQ strategy and portfolio." Boroughs added that he got to know his new boss a few ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
... advice market, will help build on our relationships with our key client groups. "His experience working with sophisticated advisers demanding differentiated, quality solutions will help deliver on our ambition to provide unique investment solutions," ...

VanEck beefs up Sydney office

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
... low fees and ease of accessibility on exchange is driving this momentum, making ETFs the go-to option for investors and advisers. The VanEck chief said progress in systematic investing and the integration of artificial intelligence will redefine the ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
JANA Investment Advisers has taken steps to strengthen its research team through a series of new hires and promotions in response to strong business growth. Matthew Gadsden, who previously served as the head of global equities research, has been appointed ...

Green moves: Warakirri, La Trobe Financial, Future Generation, Tracker Group, GRI

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025  |  NEWS
... advice market, will help build on our relationships with our key client groups. "His experience working with sophisticated advisers who are demanding differentiated, quality solutions will help deliver on our ambition to provide unique investment solutions." ...

Young investors' appetite for ESG investing dwindles: Research

JAMIE WILLIAMSON  |  THURSDAY, 6 FEB 2025  |  NEWS
... might not be interested in becoming ESG investors," Cerulli director Scott Smith said. "This creates an opening for both advisers and providers to help interested clients find investments that cater to those values, thereby creating a more tailored portfolio ...

VFMC wraps up leadership changes

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025  |  NEWS
... that, he was a consultant and a member of the fixed interest and portfolio construction research team at JANA Investment Advisers. Before joining JANA in 2010, he worked as an assistant portfolio manager at Vanguard Investments, covering domestic and ...

Orbis recruits investment specialist

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025  |  NEWS
... Orbis from sister company, 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 ...