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Showing 31 - 40 of 68 results for "private wealth"

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... Alternative assets firm Remara Investment Management has welcomed a new head of distribution to cater to the firm's private wealth clients. Wayne Richardson joins Remara Investment Management with nearly two decades of experience in financial services ...

Apostle Fund adds two staffers

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025  |  NEWS
... Apostle's evolution as it continues to build on its institutional heritage, and scales within the wholesale, and private wealth channels," he added.

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025  |  NEWS
Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ...

PIMCO recruits alternatives specialist

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025  |  NEWS
PIMCO, one of the world's largest fixed-income investment managers, has strengthened its private wealth team with a new hire. Lachlan Pullar has joined PIMCO and reports to David Orazio, the recently appointed Australian head of global wealth management. ...

Green moves: AIA, AustralianSuper

ELIZABETH FRY  |  MONDAY, 28 APR 2025  |  NEWS
... career, Christodoulou was an investment analyst at Credit Suisse and Australian Retirement Trust and worked on the private wealth trading floor at Morgan Stanley. She also founded TreeFi, an AI-driven advisory firm that simplifies, automates, and optimises ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025  |  NEWS
... Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital Advisors, which is led by Andrew King. "Our product and manager lineup is ...

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025  |  NEWS
... manager. Francis has been appointed vice president and will work for Valtwies in Sydney as part of the firm's private wealth build-out in Australia. The recruit spent six years at Bentham in wholesale distribution, most recently as state manager ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025  |  NEWS
... oversee research and ratings globally for the alternatives sector at the firm. Before that he worked at Macquarie Private Wealth, where he was responsible for fund research and the delivery of model portfolios and asset allocation advice. Previous roles ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
... 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 team raised over $5 billion in assets under management and built ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
... after the super fund merged with Vision Super. He is one of a growing number of investment professionals turning to private wealth firms and family offices as senior roles in superannuation disappear. Pholsena said Altivate Consulting is drumming up ...