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Showing 1 - 10 of 82 results for "wealth management"

Ord Minnett nabs UBS operating chief

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
... Minnett group. Beavis joins from UBS, where he spent 12 months in operations roles within the Swiss bank's wealth management division. He previously held a director-level position in alternative investments operations at Credit Suisse. Before that ...

Green moves: Eaton Capital Partners, UBS

ELIZABETH FRY  |  MONDAY, 2 JUN 2025  |  NEWS
... impact and sustainable investing, Pavri currently leads the not-for-profit client business segment at UBS Global Wealth Management. Throughout her career, she has held senior executive positions at Pengana, the Global Impact Investing Network (GIIN) ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025  |  NEWS
... decades of experience across investment banking, funds management and research. He has focused exclusively on wealth management for the past 25 years, working initially with global investment banks before co-founding Escala in 2013. Howard, a former ...

Hearts & Minds appoints operating chief

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025  |  NEWS
... into her role. Jolie confirmed Fremder will take on the role of partnership and operations. Before working with wealth management firms at Livewire as a partnerships manager, she did a two-year stint at Iress as a client account manager following five ...

Longview Partners sets up local hub

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025  |  NEWS
... Partners' growth strategy in the region. Kouryialas is tasked with expanding Longview's institutional and wealth management platform, focusing on its global equity strategy, the firm's single product offering. Up until now, Longview chief ...

PIMCO recruits alternatives specialist

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025  |  NEWS
... Lachlan Pullar has joined PIMCO and reports to David Orazio, the recently appointed Australian head of global wealth management. The recruit is tasked with distributing alternative credit and hedge fund products. The appointment comes as the US asset ...

LGT Crestone poaches CRO from Challenger

ELIZABETH FRY  |  THURSDAY, 24 APR 2025  |  NEWS
LGT Crestone Wealth Management has nabbed a top risk professional from Challenger Ltd. After seven years at Challenger in several risk and compliance roles, Karen James Lawson has stepped into the top risk role at LTG Crestone. Confirming the appointment ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025  |  NEWS
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Sue Brake joins Aware Super committee

ELIZABETH FRY  |  THURSDAY, 3 APR 2025  |  NEWS
... investment-related issues. She was formerly head of strategic advisory for WTW, an external expert on sovereign wealth management for the IMF, senior investment strategist for NZ Super and head of capital markets for National Australia Bank. As for Smith ...

Future IM/Pact expands partnerships, appoints chair

MATTHEW WAI  |  THURSDAY, 13 MAR 2025  |  NEWS
... drawing on his experience working across a wide range of roles in Australia's superannuation, investment and wealth management sectors - a sector that he has observed significant challenges for women establishing their careers. "I've long been ...
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