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Showing 61 - 70 of 105 results for "family office"

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
... thrilled to welcome Naomi to our team. Her extensive experience and deep understanding of the HNW, ultra HNW and family office distribution landscape will be invaluable as we continue to deliver tailored solutions to meet the needs and investment goals ...

Alexander Funds recruits regional manager

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
... and Tasmania, based in Melbourne. Marchueta will join distribution head Chris Inifer, and will focus on adviser, family office and high net worth clients in VIC, SA and TAS. She will also work alongside James Curnow the Sydney-based regional manager ...

Local family office backs new venture to invest in climate tech

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025  |  NEWS
The family office of Daniel Besen has become an anchor investor in new venture capital firm Climate Tech Partners, investing in "innovative software and hardware companies" accelerating decarbonisation. Climate Tech Partners was founded by Patrick Sieb ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
... Faehndrich as regional manager for those states. The recruit is tasked with growing Warakirri's relationships in the family office, high net worth and retail advisory markets. Reporting to Warakirri head of distribution Stuart Devlin, Faehndrich ...

Green moves: Warakirri, La Trobe Financial, Future Generation, Tracker Group, GRI

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025  |  NEWS
... partners as part of the growth of its managed funds platform. Faehndrich will expand Warakirri's relationships in the family office, high-net-worth (HNW) and retail advice markets. With over 25 years of experience in financial services, he was previously ...

Oaktree veteran jumps to Avari

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025  |  NEWS
One of the worst-kept secrets in the market has been the departure next week of Oaktree Capital Management's head of Australian real estate investments. Ben Coughlin has joined Avari Capital Partners, the private equity real estate fund and private ...

Real Asset Management taps DWS sales exec

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024  |  NEWS
... joins from DWS, where he served as director of client coverage, managing relationships with wholesale, wealth, and family office clients. Before that, he led Australian sales and marketing at Research Affiliates, a California-based asset manager. He ...

FX expert jumps from Insight to HSBC

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024  |  NEWS
Former Insight Investment specialist Ben Ereira will join HSBC Global Markets after the Christmas break. "I'm pleased to announce I will be working with the 3 times in a row winner of European Pensions Currency Manager of the Year - HSBC in January," ...

First Aussie circularity fund shoots for $1bn

ROSE MARY PETRASS  |  WEDNESDAY, 27 NOV 2024  |  NEWS
... goes to waste, with a goal of $1 billion FUM in the next five years. To launch the fund, the investment banker and family office teamed up with environmental organisation Planet Ark - which runs the Australian Circular Economy Hub - in a first-of-its-kind ...

Ultra rich bet on green energy for data

ROSE MARY PETRASS  |  FRIDAY, 20 SEP 2024  |  NEWS
Macquarie Asset Management (MAM) is expanding its local footprint in response to private wealth's hunger for clean energy and the global digital revolution. The asset management giant's Green Investments arm is now selling private market access ...