Guest of honour As one of the most influential figures in Australian wealth management, Barry Lambert knows a thing or two about calculating interest by hand - not to mention robo-advice, family office administration and even medical cannabis research. He discusses his repertoire with Alex Burke.
 A pedigree in global marketsFrom private wealth investing in Geneva to institutional investing in Singapore, Rachel Farrell has taken her global experience to Australia as the new ...  Know thy investorGrant Samuel Funds Management's newly-minted chief executive, Damien McIntyre, believes it's important to understand the Australian mindset when working ...  Never a dull moment in lifeOne thing certain about life insurance is that there is never a dull moment. ANZ Wealth head of life insurance Gerard Kerr tells Karren Vergara what keeps ...  Keeping the SMSF centre stageNewly-appointed Self-Managed Super Fund Association chief executive John Maroney tells Emma Rapaport about his plans to further engage the SMSF industry.  Preserving wealth with PenganaPengana Capital chief executive Russel Pillemer tells Jamie Williamson how the company was founded on a friendship with the future Prime Minister of Australia.  On the offensiveAs head of Pan-Asia for the newly-merged Janus Henderson, Rob Adams presides over one of the world's largest active asset managers. He tells Alex Burke ...  Vote of confidenceThe future of life insurance looks bright thanks to leaders like Jenny Oliver, working tirelessly to help a fractured industry rise to the occasion. She ...  A Golden Globe for superGraeme Russell tells Emma Rapaport about his mission to take Media Super beyond its traditional offering, creating new investment opportunities that support ...  A hidden talentFinancial Planning Association chief operating officer Pene Lovett says she is testament to the value of financial advice. She tells Jamie Williamson ...  Rising to the challengeAustralian Unity Trustees general manager Emma Sakellaris has big plans for the trustees industry. Alex Burke finds out what these plans entail. |
Editor's Choice
L1 Group sells Platinum's responsible entity to Equity Trustees
|L1 Group has offloaded Platinum Investment Management Limited (PIML) to Equity Trustees (EQT), handing over the responsible entity (RE) role for the Platinum funds while keeping investment management in-house.
LGT poaches Koda Capital's top-rated adviser
|LGT Wealth Management has poached Koda Capital's 2025 top-rated adviser and partner Frank Macindoe.
CareSuper rejigs beneficiary nominations, investment options
|CareSuper has introduced several changes to its investment options and beneficiary nominations.
Fortnum pays $1.35m to settle ASIC lawsuit
|Fortnum Private Wealth will pay a penalty of $1.35 million and ASIC's costs to resolve legal proceedings against the firm over a cyber governance matter which occurred between April 2021 and May 2023.
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Featured Profile
Cliff Man
CHIEF EXECUTIVE OFFICER
ETF SHARES MANAGEMENT LTD
ETF SHARES MANAGEMENT LTD
ETF Shares chief executive Cliff Man spent his career automating, building and challenging established systems. Now, he is betting that Australia's ETF market has room for something different. Vinny Vucago writes.
