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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 ...

Green moves: JPMorgan, T. Rowe Price

ELIZABETH FRY  |  FRIDAY, 20 JUN 2025  |  NEWS
Airtrunk lands a renewables specialist, JPMorgan hires from Amazon, and T. Rowe Price promotes an impact executive. Robert Bartrop has returned to Sydney to lead the social impact and community strategy at AirTrunk, the Asia Pacific technology company ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
Australian Retirement Trust's leadership overhaul has led to the departure of two senior portfolio managers. Ondre Ozer is set to leave ART as the country's second-largest superannuation fund moves to disband its investment resilience and planning ...

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
Viola Private Wealth and Aura Group have appointed new operating leads, while MA Asset Management's COO has headed out the door. Aura Group has named Nathan Harris as its new chief operating officer as the firm continues to expand in the private ...

Instos eye climate tech startups

MATTHEW WAI  |  TUESDAY, 17 JUN 2025  |  NEWS
... super funds, and government with corporate partners to derisk and accelerate our investments," Kline said. The BESEN Family Office, Qantas and Airbus were among the contributors to the first close, accumulating to over $50 million in investment.

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025  |  NEWS
... Partners, Magellan Asset Management, and Ankura Capital. In the new role, Flygare will consult to private wealth, family office, institutional and endowment clients. Noting that the advice market continues to evolve, Hawke said Ascalon Capital was founded ...

HESTA progresses gender diversity targets

JAMIE WILLIAMSON  |  MONDAY, 16 JUN 2025  |  NEWS
HESTA is doubling down on its commitment to working with more gender diverse investment teams, saying that as of this year it no longer works with any all-male external managers. Releasing its biannual Gender Diversity in Investment Management 2024 ...

Nuveen eyes green loans in local RE strategy

MATTHEW WAI  |  THURSDAY, 12 JUN 2025  |  NEWS
... the CPP Fund." The strategy focuses on the industrial, logistics and residential, with a selective approach to retail, office and alternatives across major cities in Australia. It has more than 40% deployed via committed loan investments.

BFA Global heads offshore

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025  |  NEWS
... in one of the region's key financial hubs. Belz, a former executive at Goldman Sachs and the Victor Smorgon family office, will be relocating to Singapore at the end of July to oversee the firm's regional growth plans. According to Belz, the ...

Aware Real Estate names new chief

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025  |  NEWS
... Australian assets form part of Aware Super's broader $11.5 billion global property portfolio, which includes residential and office investments across Europe and North America.
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