Search Results | Showing 31 - 40 of 313 results for "Advisers" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... - 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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