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Showing 31 - 40 of 116 results for "wealth management"

Green moves: Perpetual, Accounting for Nature

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025  |  NEWS
Perpetual Wealth Management has recruited a manager to help support the business's responsible investment products and policies. Rachel Phillips brings years of experience in sustainability practices, working most recently with JP Morgan Asset Management ...

Perpetual wealth hires sustainability manager

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025  |  NEWS
Perpetual Wealth Management has recruited a manager to help support the business's responsible investment products and policies. Rachel Phillips brings years of experience in sustainability practices, working most recently with JP Morgan Asset Management ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025  |  NEWS
... Previously, Sunnassee, who has been with the firm for 18 months, worked at Macquarie Group's private banking and wealth management business. "It's been an incredible journey so far, and I'm grateful for all the support, guidance and opportunities ...

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025  |  NEWS
Morgan Stanley Wealth Management's former head of investment solutions, Scarlett Dorney, has joined Sandon Capital in much the same role. As head of client solutions at the activist investor, Dorney's role will encompass distribution, strategy ...

Ord Minnett nabs UBS operating chief

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... Minnett group. Beavis joins from UBS, where he spent 12 months in operations roles within the Swiss bank's wealth management division. He previously held a director-level position in alternative investments operations at Credit Suisse. Before that ...

Green moves: Eaton Capital Partners, UBS

ELIZABETH FRY  |  MONDAY, 2 JUN 2025  |  NEWS
... impact and sustainable investing, Pavri currently leads the not-for-profit client business segment at UBS Global Wealth Management. Throughout her career, she has held senior executive positions at Pengana, the Global Impact Investing Network (GIIN) ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025  |  NEWS
... decades of experience across investment banking, funds management and research. He has focused exclusively on wealth management for the past 25 years, working initially with global investment banks before co-founding Escala in 2013. Howard, a former ...

Hearts & Minds appoints operating chief

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025  |  NEWS
... into her role. Jolie confirmed Fremder will take on the role of partnership and operations. Before working with wealth management firms at Livewire as a partnerships manager, she did a two-year stint at Iress as a client account manager following five ...

Longview Partners sets up local hub

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025  |  NEWS
... Partners' growth strategy in the region. Kouryialas is tasked with expanding Longview's institutional and wealth management platform, focusing on its global equity strategy, the firm's single product offering. Up until now, Longview chief ...

PIMCO recruits alternatives specialist

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025  |  NEWS
... Lachlan Pullar has joined PIMCO and reports to David Orazio, the recently appointed Australian head of global wealth management. The recruit is tasked with distributing alternative credit and hedge fund products. The appointment comes as the US asset ...