Soul purposeAs the oldest of eight children, Crescent Wealth managing director Talal Yassine was firmly on the path to leadership from a young age. And for him, that path is paved green. Eliza Bavin writes.
Healthy competitionPortfolio management isn't the easiest of gigs, but a little competition isn't unusual for Prime Value Asset Management's Richard Ivers. Andrew McKean ... Making wavesDiverger managing director Nathan Jacobsen has steered the ship both figuratively and literally. After a career in the Australian Royal Navy, he has risen ... Alternative thinkingAs someone who saw a job in financial services as an alternative to Aussie rules football, iPartners Group chief executive Travis Miller has carved a ... Leading the leaderDriven by a relentless commitment to helping others, it's of little wonder Rose Kerlin has excelled at leading profit to member and purpose-led organisations. An entrepreneurial spiritWT Financial Group managing director Keith Cullen has established multiple companies, overseen nine acquisitions and had his fair share of ASX dealings. When serendipity strikesOver the past 15 years, Gary Monaghan has moved through the ranks at Fidelity International. Much like the slow but steady rise of the equity class he ... Beyond the numbersArdea Investment Management head of research Laura Ryan has spent the past two decades using quantitative research to investors' advantage. Now, she's ... Prime moverA determined spirit has underscored all that Jane Kang has achieved so far, and that spirit is lending itself well to Prime Super, its members and its ... A true fiduciaryAlmost two decades ago Simon Doyle established Schroders Australia's fixed income and multi-asset capabilities. Today, he serves as chief investment officer ... The change makerHaving spent much of the last two decades being told she was wrong, abrdn's Danielle Welsh-Rose is enjoying seeing progress on sustainability issues - ... |
Editor's Choice
Mega super fund opens first international office
Australian Retirement Trust (ART) has opened its first international office in London to build out a "leading global investment capability."
Impact Alpha Partners adds to board
The budding consulting firm has added the former chief executive of Blue Orbit Asset Management and U Ethical Investors' former head of ethics and impact.
How to win in today's wealth management industry: EY
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.
FSC expands financial advice membership
The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members.
Further Reading
Where do advisers invest their time?
The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever.
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Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.