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Showing 61 - 70 of 310 results for "Advisers"

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025  |  NEWS
... returned to work with Kerr Neilson in 2013 as an investment specialist, bolstering the firm's relationships with advisers in Australia and New Zealand and later expanding the firm's reach into the US. In 2022, he was appointed head of investment ...

Movers and shakers: Cbus, HESTA, Rest, Minderoo and Colonial First State

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025  |  NEWS
... previously covered listed assets, debt and alternatives, and spent almost five years as a consultant at JANA Investment Advisers. HESTA has also farewelled Trevin Erichsen, its member services and operations general manager who stepped down after nearly ...

Green moves: Greenpeace, IGCC, Mirvac, PRI

ELIZABETH FRY  |  MONDAY, 30 JUN 2025  |  NEWS
... new gig in funds management. Fernandez has been appointed vice president of asset stewardship at State Street Global Advisers, where he will focus on social issues. At PRI, he managed human rights and governance programs covering decent work, diversity ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025  |  NEWS
... deepening its equities and infrastructure bench. Andrew Dowling, who joins next month, will be based in Victoria focusing on advisers and research relationships. He brings over 25 years' experience, including 15 years at Fidelity, where he was most ...

Perennial Partners expands sustainable offerings

MATTHEW WAI  |  MONDAY, 23 JUN 2025  |  NEWS
... "With Perennial's strategic, operational and distribution expertise and access to an investor base made up of financial advisers, wealth managers, institutional, high net worth and family offices, we look forward to growing the Melior Australian Impact ...

‍Padua recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
... software and technical solutions," he said. " We look forward to Dimitri playing a key role in strengthening our offering to advisers and licensees as we continue to grow and evolve in a rapidly changing industry.". At the forefront of data-driven, tech-enabled ...

Betashares names director of private assets

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
... important role in ensuring that we're continuing to lift the bar in meeting the needs of investors and financial advisers when it comes to the role that private assets can play in a robust portfolio." At Ares, Fleiter was a relationship manager in ...

Santos receives takeover offer from Abu Dhabi-led consortium

ANDREW MCKEAN  |  MONDAY, 16 JUN 2025  |  NEWS
... fair, reasonable, and in the best interests of shareholders. Goldman Sachs and JB North & Co are acting as financial advisers to Santos with Rothschild & Co acting as an independent board adviser. Herbert Smith Freehills Kramer, meanwhile, is acting ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025  |  NEWS
... deliver even greater impact." Hawke acknowledged the breadth of Roga's experience. "Aubrey has walked in the shoes of advisers, platforms, and institutional partners. He's led from both sides of the business - and understands what high performance ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... fintech's push into the local market. Oliver will be responsible for building relationships with local wholesale advisers and ensuring they have access to iCapital's suite of alternative investment solutions and analytics tools. He joins from ...