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Showing 81 - 90 of 318 results for "Advisers"

'Surreal', 'difficult' times for sustainable investors: RIAA

KARREN VERGARA  |  THURSDAY, 29 MAY 2025  |  NEWS
... members that include investment managers, advisory firms, mutual fund companies, ​data and research firms, financial advisers and non-profits. Joining a panel at the International Convention Centre in Sydney, Lettini said: "We're in a very exceptional ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025  |  NEWS
... lot of work to be done to figure out how best to do this, so it works for Focus, works for us and works for all of the advisers." James is widely regarded as a logical succession choice, having accumulated three decades of experience across investment ...

Super moves: QIC, VFMC, ESSSuper, Aware Super

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025  |  NEWS
... joined Victorian Fund Management Corporation to work on quant strategies across global markets. Xu arrived from Frontier Advisers, where she was promoted to the new quantitative research consultant within the capital markets and asset allocation team ...

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025  |  NEWS
... appointment underscores our dedication to investing in top talent and providing quality thought leadership to support our advisers in their conversations with clients." JP Morgan AM has seen massive growth in its assets under management which now stand ...

Countdown to RIAA conference is on

MICHELLE BALTAZAR  |  MONDAY, 28 APR 2025  |  NEWS
... speakers and attendees have included leading super funds, global fund managers, sustainability researchers and responsible advisers. Estelle Parker, RIAA co-chief executive, said the conference will provide a timely platform for the industry to discuss ...

Sustainable real assets boutique launches

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025  |  NEWS
... Laletas, Jeremy Grocott, and Dominic Clark - all also coming across from Lighthouse Infrastructure. Serving as senior advisers to the new firm are former ISPT chief executive Daryl Browning, Charter Hall Direct Property chair Adrian Harrington, and former ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025  |  NEWS
... State, Skulskaya worked at FIIG Securities. In that role with the credit fund, she built relationships with financial advisers, family offices, accountants, and brokers in Queensland.

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025  |  NEWS
... significant role over the past 15 years in expanding the firm's wealth management client base and supporting financial advisers. "We're seeing growing demand among financial advisers and wealth managers for investment solutions to better diversify ...

China issues inaugural sovereign green bonds

MATTHEW WAI  |  THURSDAY, 10 APR 2025  |  NEWS
... Agricole CIB; HSBC; ICBC; and Standard Chartered Bank. Crédit Agricole CIB and Bank of China acted as green structuring advisers. The green bonds are issued under the People's Republic of China Sovereign Green Bond Framework, released in February, which ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025  |  NEWS
... previously worked with TCorp's quantitative modelling and applied statistical analysis team as well as Dimensional Funds Advisers. Meanwhile, Heidi Hargrave and Michael Vassilopoulos have been elevated to director, with Harry Tate taking up a role ...