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Showing 1 - 10 of 445 results for "adviser"

HSBC appoints APAC family, philanthropy lead

MATTHEW WAI  |  MONDAY, 28 SEP 2026  |  NEWS
... Chan held roles at Deloitte Private, Noah Global Family Office and BNP Paribas. She began her career as an investment adviser with HSBC Securities in Canada. Ling said Chan's appointment will further strengthen HSBC's commitment to delivering multidisciplinary ...

UBS Global Wealth Management names head of for purpose organisations

KARREN VERGARA  |  TUESDAY, 22 SEP 2026  |  NEWS
... capitalise on new opportunities across the sector." LGT Wealth Management Australia recently expanded its Syndey private client adviser team with five senior hires from UBS Wealth Management. Michael Marr, Sean Carroll Seamus quick, Stephen Cabot and ...

ESG commitment stable amid shifting sentiment: LGT survey

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026  |  NEWS
LGT Capital Partners' 2026 ESG survey found that while sentiments on responsible investment has shifted commitments have remained largely stable. Conducted among 191 asset managers, asset owners and advisers across different regions and asset classes ...

Nine in 10 advisers concerned about greenwashing: RIAA

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026  |  NEWS
... sustainability claims made by investment products. RIAA's survey spoke with Australian-based individual financial adviser members and advisory groups to capture practical, client-facing insights into the sustainable investment product labelling regime. ...

MSC Group awarded mandates for natural resources strategy

MATTHEW WAI  |  MONDAY, 7 SEP 2026  |  NEWS
MSC Group will provide administration capability and trusteeship for a natural resources strategy focusing on the energy sector and select commodities. MSC Trustees will provide trusteeship, while MSC Abacus will provide fund administration and registry ...

APS appoints new chief executive

VINNY VUCAGO  |  THURSDAY, 3 SEP 2026  |  NEWS
Australian Philanthropic Services (APS) has appointed a new chief executive, with current chief Judith Fiander set to retire in February 2027 after leading the organisation through a period of growth in structured philanthropy. Lisa George will succeed ...

AI-washing and cyber-washing

JAMES NORTH, FRIEDA CHAN, EUGENIA KOLIVOS  |  THURSDAY, 2 JUL 2026  |  NEWS
As artificial intelligence (AI) and cyber security technologies become increasingly central to both business operations and consumer engagement, organisations are moving to highlight their digital technology capabilities. In the absence of specific ...

Moreton Capital Partners launches El Niño-dedicated hedge fund

KARREN VERGARA  |  MONDAY, 29 JUN 2026  |  NEWS
... and global markets, spanning FX, derivatives and equities, including positions at CBA and Macquarie Group. He is also an adviser to the Australian government's agricultural departments and industry bodies. "The El Niño-driven supply crisis threatens ...

Koda Capital names head of responsible investments

RIDDHIMA TALWANI  |  THURSDAY, 25 JUN 2026  |  NEWS
Koda Capital has named Kate Turner as the head of responsible and impact investments and partner. In the role, Turner will lead and further strengthen Koda Capital's responsible and impact investing capability while working closely with advisers and ...

U Ethical appoints distribution lead

VINNY VUCAGO  |  WEDNESDAY, 17 JUN 2026  |  NEWS
... research houses that support growth in funds under management. Based in Sydney, James will focus on deepening engagement with adviser, consultant and platform networks, which U Ethical identified as central to its distribution strategy. Jollie said James' ...
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