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Showing 1 - 10 of 15 results for "dealer group"

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025  |  NEWS
JP Morgan Asset Management has appointed an exchange-traded fund specialist from Vanguard to bolster distribution in the rapidly growing market. Stefania Vivarini is credited with launching Vanguard's ETF-based separately managed accounts. Vivarini ...

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
PIMCO has appointed a new head of wealth management for its Australian business, promoting from within. David Orazio replaces Brendon Rodda, who has since left PIMCO for a distribution role at Allianz Retire+. Before joining PIMCO in 2015, he was the ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... business development manager, responsible for building and delivering campaigns to target the adviser market including dealer group and platform-aligned segments. Perennial Partners' head of distribution Cesar Farfan welcomed the trio saying they ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024  |  NEWS
... Ventura's growth strategy. Stojanovski brings a wealth of expertise and leadership to the role. The ASX-listed dealer group hired Stojanovski from IOOF (now Insignia Financial) as its research lead four years ago. He spent nearly six years at Insignia ...

AMP nabs Mercer wealth manager

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024  |  NEWS
Mercer Australia's wealth management business has lost its strategic relationship leader to the AMP superannuation and investments team. On Monday, John Allmey joined the firm as national manager of strategic partnerships. In his new role, Allmey ...

ESG managed accounts drive strong growth: BT Panorama

RACHEL ALEMBAKIS  |  WEDNESDAY, 27 JUL 2022  |  NEWS
ESG-managed accounts on BT Panorama increased 150% in funds under management in the 12 months to the end of June 2022. BT Panorama reported that in total, managed accounts funds under management increased to $10.7bn during the year to end of June 2022 ...

Hejaz Financial Services predicts $100m growth in 2022

RACHEL ALEMBAKIS  |  THURSDAY, 3 MAR 2022  |  NEWS
... all those frameworks, oversight mechanisms and control around those arms." Dhedhy cite the examples of becoming a dealer group and operating with authorised representatives, as well as building their adviser channel. Hejaz is working with Sharia scholars ...

Hejaz Financial Services make senior banking appointments

RACHEL ALEMBAKIS  |  WEDNESDAY, 15 DEC 2021  |  NEWS
... be responsible for driving growth, developing new relationships and sourcing referral partners through the Hejaz Dealer Group network. Sahi has a background in law and finance as well as experience working in superannuation and insurance, wealth, sales ...

Ethical fund manager sets ambitious FUM target

RACHEL ALEMBAKIS  |  THURSDAY, 18 FEB 2021  |  NEWS
... confirmed that it will be on more platforms in the near future. Bunning and Bredberg will focus on adviser outreach, dealer group APLs and other models, while Wakefield will also work with advisers, as well as the high net worth, charity, foundation ...

Peering into the sustainability crystal ball for 2018 - what lies ahead?

RACHEL ALEMBAKIS  |  FRIDAY, 2 FEB 2018  |  NEWS
Responsible and ethical financial products will continue to enjoy strong demand, while climate change, modern slavery and human rights are issues that will dominate the engagement agenda in 2018. Matthew Bell, EY Oceania climate change and sustainability ...
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