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Showing 41 - 50 of 116 results for "wealth management"

LGT Crestone poaches CRO from Challenger

ELIZABETH FRY  |  THURSDAY, 24 APR 2025  |  NEWS
LGT Crestone Wealth Management has nabbed a top risk professional from Challenger Ltd. After seven years at Challenger in several risk and compliance roles, Karen James Lawson has stepped into the top risk role at LTG Crestone. Confirming the appointment ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025  |  NEWS
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Sue Brake joins Aware Super committee

ELIZABETH FRY  |  THURSDAY, 3 APR 2025  |  NEWS
... investment-related issues. She was formerly head of strategic advisory for WTW, an external expert on sovereign wealth management for the IMF, senior investment strategist for NZ Super and head of capital markets for National Australia Bank. As for Smith ...

Future IM/Pact expands partnerships, appoints chair

MATTHEW WAI  |  THURSDAY, 13 MAR 2025  |  NEWS
... drawing on his experience working across a wide range of roles in Australia's superannuation, investment and wealth management sectors - a sector that he has observed significant challenges for women establishing their careers. "I've long been ...

amicaa poaches Fidante exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... to depart Fidante Partners in the last week. After six years there, Matthew Holberton has left to join Ares Wealth Management Solutions.

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... evolving Iress' product and technology capabilities as we continue to focus on driving growth in our core wealth management business and delivering exceptional value to our clients through world-class advice technology." Last month Iress added the ...

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
After six years at Fidante Partners, Matthew Holberton has left to join Ares Wealth Management Solutions. The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his ...

Perpetual appoints demerger specialist

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... recruited a chief transformation officer as the financial services giant continues to pursue the sale of its wealth management business. Song Hong joined Perpetual five months ago as a separation specialist when Perpetual was about to divest its wealth ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... management, research, distribution, relationship management, and product development across both institutional and wealth management sectors. His extensive experience includes both domestic and international markets, covering alternative and traditional ...

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
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 ...