Search Results | Showing 31 - 40 of 339 results for "adviser" |
| | | ... organisation as we step into our next stage of development." Ethinvest advisers set up own shop Former Ethinvest financial adviser Justin Medcalf has landed at UNLESS Financial as a co-founder. Medcalf has spent two decades at the forefront of responsible ... |
| | | | While it has gained momentum in the last 15 years, impact investing still requires major backing from institutional investors and governments for it to scale and become a formidable force, the first day of the Impact Investment Summit Asia Pacific heard ... |
| | | | EQT, the Swedish buyout firm, has snapped up GQG Partners' long-serving distribution lead. Daniel Bullock - who worked at GQG for six years - has been appointed EQT's head of private wealth in Australia. Under his leadership, GQG's distribution ... |
| | | | The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ... |
| | | | The 2025 Impact Investment Summit Asia Pacific is set to be the biggest ever, featuring heavyweights from Macquarie Group, such as Viktor Shvets and former chief executive Nicholas Moore, set to headline this year's event that focuses on scaling investments ... |
| | | | Future IM/Pact has expanded its private wealth partnerships with the addition of four financial institutions, while also welcoming a new chair of the advisory board. Morgan Stanley, Morgans Financial, Evans & Partners, and Canaccord Genuity have joined ... |
| | | | GQG Partners has a new head of wholesale following the shock departure of Daniel Bullock who has been with the boutique manager since it opened its doors in Australia. Ash Naidu will step into the top distribution job. This is a big promotion for Naidu ... |
| | | | Mercer continues to bump up its wealth distribution team by adding two new staffers. Matthew Young and Staten Janes have both been hired as senior sales leaders, based in Sydney. Young joined FIIG Securities, where he was head of intermediary distribution ... |
| | | | The private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ... |
| | | | PIMCO has appointed a new head of wealth management for its Australian business, promoting from within. David Orazio replaces Brendon Rodda, who has since left PIMCO for a distribution role at Allianz Retire+. Before joining PIMCO in 2015, he was the ... |
|
