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Showing 1 - 10 of 245 results for "Advisers"

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 ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... of experience across financial markets, asset management and investment management, joining from State Street Global Advisers. His background includes senior roles at Allianz Retire+ and BT Financial Group, as well as experience as an interest rate swaps ...

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... we aim to hire the best possible talent to build a strong team." The hires reflect ETF Shares' focus on financial advisers, planning groups and stockbrokers - its core client base. The ETF provider aims to strengthen relationships with intermediaries ...

'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 ...
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