Search Results | Showing 21 - 30 of 329 results for "advice" |
| | | ... years at Frontier Advisors as head of alternatives and derivatives. There, he led a team covering research and specialist advice to clients on derivative strategies, alternative investments, risk management and portfolio construction. Before that, he ... |
| | | | ... construction strengthens JANA's ability to navigate this evolving landscape and support clients with robust, forward-looking advice," he said. |
| | | | ... business with more than 14 years' experience in Australian financial services, including senior roles in financial advice, AFSL leadership, governance and compliance. Mitchell will run compliance and governance across the firm, while leading implementation ... |
| | | | ... JANA's investment, governance and responsible investment expertise. He'll also provide more integrated support across advice and implementation where needed. He spent eight years at Russell Investments in senior institutional business development ... |
| | | | ... a difference' for clients through traditional platform-friendly structures. "I look forward to connecting with the advice community and supporting the next stage of WAM's growth." Boyd joins Wilson AM from Pengana Capital, where he served as ... |
| | | | Integro has appointed a new head of advice for the East Coast, as the Perth-based firm surpasses $1 billion in funds under advice. Adam McRedmond is tasked with growing the firm both organically and through acquisition across New South Wales, Queensland ... |
| | | | Ascalon Capital is expanding its institutional advice offering with the appointment of an executive general manager of asset consulting. The consultant has confirmed the appointment of Steven Tang who brings experience in portfolio construction, investment ... |
| | | | ... months ago, Longreach Alternatives has grown from approximately $3 billion to over $5 billion in assets under management and advice, reflecting strong demand for private markets and alternative investments. Longreach Alternatives founder Sam Mann and ... |
| | | | ... worked with Lee at Findex, where they both served on the investment committee. Barter said providing independent investment advice to clients - rather than outsourcing it - was a priority for Allied Wealth. "We are growing rapidly, and wanted to get ... |
| | | | ... leadership team, appointing a chief growth officer and chief product officer to drive its next phase of growth. The financial advice software firm has recruited James Louw as chief growth officer, while Sarah Murray will oversee products. Louw joins ... |
|