Search Results

Showing 61 - 70 of 110 results for "family office"

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... and family offices with opportunities - is run by Belz - a former executive at Goldman Sachs and Victor Smorgon family office- and Ezekowitz who spent 20 years at RBC Capital. "Ben has a fantastic track record of shaping successful outcomes for investors ...

Super moves: Qantas Super, VFMC, AusSuper

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
Qantas Super deputy investment officer has moved to Cambooya, the family office for the Fairfax family. Chris Grogan joins Cambooya in the same role. The investment professional was also Qantas Super's head of defensive assets. In that role, he ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
Two Betahares sales staffers have departed the exchange-traded fund provider to take up a role with David Paradice. Christopher Yates, Betashares New South Wales state manager for the adviser business, has been appointed head of wholesale distribution ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... support its institutional and wholesale marketing efforts. Scott Curtis joins as director for private wealth and family office, based in Sydney. Bringing 10 years of industry experience to the role, he joins from Warakirri Asset Management. At the multi-boutique ...

Colonial First State loses private markets manager

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... Jujhar Toki, who also held the role of senior investment manager, multi-assets. Toki joined CH Warman Group, the family office that invests in a diverse range of asset classes, including listed equities, hedge funds and private equity. Cheang joined ...

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 ...