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Showing 31 - 40 of 313 results for "Advisers"

Green moves: Future Generation Women, Tanarra Social Purpose

ELIZABETH FRY  |  MONDAY, 15 DEC 2025  |  NEWS
... Natasha Stott Despoja, Marianne Perkovic and Elizabeth Lewin. Geoff Wilson, founder of Future Generation, said securing advisers of this calibre was a significant milestone. "It underscores the strength of the Future Generation model, which allows investors ...

Australian Ethical adds trader and BDM

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... and investment teams, appointing a new business development manager and senior equities trader. Aaron Lin will support advisers in New South Wales, the ACT and Western Australia. The recruit brings significant experience and strong adviser relationships ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... entity supported by Betashares Financial Group. Trellia Wealth said the appointment reflects its commitment to providing advisers with a comprehensive, purpose-built managed account capability, combining index-based, actively managed, and bespoke portfolio ...

Federation AM pushes ESG compliance with fresh leadership

RIDDHIMA TALWANI  |  THURSDAY, 27 NOV 2025  |  NEWS
... worked in sales roles at Colonial First State, Implemented Portfolios and Perpetual. "There is a growing appetite among advisers, platforms and family offices for alternative investments that offer diversification and growth," Rozis said. "Federation ...

Top Koda Capital exec exits

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025  |  NEWS
... responsibilities. Hinze joined Koda in 2021 and has played a central role in shaping the client experience, working with advisers and the investment strategy group to strengthen the firm's investment capability and broaden access to global opportunities. ...

Super moves: ART, TCorp, Future Fund, QIC

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025  |  NEWS
... markets team, Anne Kuleshova has quit and is moving to London. Kuleshova landed at QIC after nine years at JANA Investment Advisers, where she was part of the infrastructure research team. Before joining JANA, she worked in mergers and acquisitions at ...

Rainmaker's John Dyall to retire

STAFF WRITERS  |  THURSDAY, 27 NOV 2025  |  NEWS
... balanced quantitative rigor with the sort of practical wisdom that only comes from years of working directly with financial advisers and their clients. He brought a forensic approach to data-often spotting trends before they were obvious-and a rare ability ...

Hostplus snares LGT Wealth deputy CIO

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025  |  NEWS
... - Susan Orr and Greg Clerk. Clerk has worked at Hostplus for almost ten years, following 17 years at JANA Investment Advisers, where he advised the industry fund set up to look after hospitality workers. For her part, Orr was appointed deputy CIO just ...

Privity adds to sales team

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025  |  NEWS
... A specialist in retirement income solutions and adviser engagement, Philips has built a strong reputation for helping advisers construct resilient client investment strategies and navigate complex market environments. "Privity's disciplined approach ...

MLC platform adds retirement specialist

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025  |  NEWS
... August with TAL and Challenger. Andrew Long is tasked with promoting MLC Retirement Boost to licensees and financial advisers. Long brings years of experience to the role, having held strategic retirement partnership positions at Colonial First State ...