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Showing 71 - 80 of 584 results for "Asset consultant"

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... Aberdeen Standard Investments' (ASI) senior investment specialist, cross-asset has jumped ship to a financial advice asset consultant. Nick Schoenmaker has joined Evidentia Group as a senior asset consultant. He spent over two years at ASI as the proxy ...

JANA appoints director

ANNABELLE DICKSON  |  TUESDAY, 29 JUN 2021
The $850 billion asset consultant has hired a former AMP business development manager to grow its client base. Sai Srinivasan has joined JANA as client development director. He spent over two years at AMP, joining as an account manager - workplace super ...

JANA hires from Mercer

ANNABELLE DICKSON  |  TUESDAY, 15 JUN 2021
The $850 billion asset consultant has appointed a co-head of the not-for-profit client sector as demand grows, nabbing Mercer's Pacific client segment leader for endowments and foundations. Michael Maher joined Mercer in 2007 as an associate before ...

QIC managing director exits

KANIKA SOOD  |  FRIDAY, 4 JUN 2021
... development has left. Chris O'Connor spent about six years at QIC, where he was responsible for investor and asset consultant relations. His last day was May 21. "Chris was a valued member of the QIC team, and we wish him all the best for the future," ...

Frontier hires people and culture lead

JAMIE WILLIAMSON  |  THURSDAY, 3 JUN 2021
... expert with previous experience at AXA, EY and Grant Thornton is Frontier's new head of people and culture. The asset consultant has bid farewell to Margie Hill, who was responsible for people and culture for three years. In doing so, it has appointed ...

BlackRock unifies offering, rejigs executives

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
BlackRock Australia is combining its client business and iShares teams to deliver whole of portfolio solutions to clients, reshuffling its executives in the process. According to the investment giant, the bringing together of the teams will bring a ...

JANA appoints head of sustainability

KANIKA SOOD  |  MONDAY, 24 MAY 2021
... portfolios for our clients." JANA had $850 billion in assets under advice as at 31 December 2020. It is the largest asset consultant in the not-for-profit superannuation market and has expanded into managed accounts in recent years. Halpern's appointment ...

BetaShares opens NZ office, makes hire

ANNABELLE DICKSON  |  WEDNESDAY, 5 MAY 2021
The exchange traded fund provider has established its first office in Auckland, New Zealand and has appointed a director to manage its adviser and institutional business across the ditch. The exchange-traded fund provider has established its first office ...

Institutional mandates shrink

KANIKA SOOD  |  FRIDAY, 23 APR 2021
... class, alternatives, accounted for 47% of mandate appointments in the 12-month period, according to the report. Asset consultant Frontier was associated with the most mandates during the year. Superannuation funds Australian Catholic Super (34, up from ...

MLC enhances managed accounts leadership

ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
... joined, taking on the role of head of investment consulting, managed accounts. He joins from Mercer where he was an asset consultant. Bevan was previously executive manager, head of research for Commonwealth Bank's wealth business and was senior manager ...