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Showing 1 - 10 of 339 results for "adviser"

Perennial Partners expands sustainable offerings

MATTHEW WAI  |  MONDAY, 23 JUN 2025  |  NEWS
Perennial Partners is buying a majority stake in Melior Investment Management and will take over management of its flagship impact fund. Under the agreement, the Melior brand will transition to Perennial, and the Melior investment team will increase ...

‍Padua recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
Padua 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 ...

Betashares names director of private assets

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
James Fleiter, a former member of the institutional sales team at Ares Management Australia, has joined Betashares as the exchange-traded funds provider expands into private credit. Fleiter joins as director of private assets after taking three months' ...

Santos receives takeover offer from Abu Dhabi-led consortium

ANDREW MCKEAN  |  MONDAY, 16 JUN 2025  |  NEWS
... 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 as legal adviser to Santos. Senator and acting shadow treasurer James ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025  |  NEWS
Ascalon Capital has strengthened its leadership team with the appointment of a chief executive and two new partners, including a founder of Zenith Investment Partners. Aubrey Roga joins as chief executive of the investment consulting and asset management ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
Alternative investment platform iCapital has appointed Mark Oliver as head of client solutions for Australia ahead of opening a Sydney office, signaling the New York-based fintech's push into the local market. Oliver will be responsible for building ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ...

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... distribution hires planned over the next eight weeks. Man said the appointments include a head of New South Wales and two adviser engagement specialists, all currently serving non-compete periods and gardening leave with previous employers. "There are ...

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... and family offices with opportunities, as a director of client portfolios. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minnett.

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

KARREN VERGARA  |  THURSDAY, 29 MAY 2025  |  NEWS
A leading voice for sustainable investing in the US admits the anti-ESG movement has been "difficult" and "surreal" as investors fear being overly scrutinised, the Responsible Investment Association Australasia (RIAA) Conference heard. There are, however ...
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