Search Results | Showing 61 - 70 of 330 results for "advice" |
| | | ... design-building custom investment strategies across equities, fixed income, and SMA solutions. He has worked closely with independent advice firms to align investment solutions with both client goals and business strategy. With a background spanning ... |
| | | | ... asset allocation team. His responsibilities at Frontier included providing analytical support to clients, asset allocation advice, and investment research. Prior to Frontier Advisors, he was with Fairfax Media as head of research and valuation analyst ... |
| | | | ... clarity to everything she does," Roga added. For his part, Burton arrives with over 25 years of leadership in financial advice, private banking, and wealth strategy. He joins from Lonsec where he was head of sales. Burton has held senior roles at MLC ... |
| | | | ... portfolio manager Tom Schubert said the firm continues to grow strongly and will expand the range of solutions it offers to advice practices. Schubert said the firm will be making several new hires over the next two months and is currently recruiting ... |
| | | | ... Magellan as head of retail distribution before a short stint at Prime Value Asset Management. "Mark's knowledge of the NSW advice market and asset consulting is a great asset to our team," the asset manager said. Both Dowling and Jordan both carry ... |
| | | | ... strategies team. He initially worked as an associate for Mercer Investment Consulting, specialising in investment analysis and advice. Meanwhile, also leaving is senior portfolio manager Andrew Morgan, who oversaw multi-asset class portfolios while crafting ... |
| | | | ... Solutions has appointed Dimitri Diamantes to the newly created role of senior technical services manager, overseeing the advice fintech's software, services, research and data divisions. Diamantes has almost two decades of experience in financial ... |
| | | | ... the new role, Flygare will consult to private wealth, family office, institutional and endowment clients. Noting that the advice market continues to evolve, Hawke said Ascalon Capital was founded to deliver institutional-grade solutions to Australia's ... |
| | | | ... example of our focus on attracting the most talented professionals in the industry to continually enhance our service and advice to our partner Private Wealth firms." A second starter, Pierre-Hedzer Marchi,has also joined as head of quantitative Investments.He ... |
| | | | ... sustainability bond expertise to the world's biggest asset manager, following a six-month stint providing strategic treasury advice at Housing Australia. Her public sector journey began at TCorp, where she spearheaded NSW's groundbreaking sustainability ... |
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