The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Executive Appointments

Briefcase names head of growth

BY MATTHEW WAI | MONDAY, 17 AUG 2026 12:00PM

Briefcase has appointed a new head of growth as it looks to expand its tax-aware direct indexing and ETF model portfolio capabilities for its financial intermediary partners.

Upgrade your subscription to access this article

And gain access to:

All website content, including archived news
Home page news customisation
Tech Zone, your technical resource library

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

VIEW COMMENTS

Related News

►	Australian Unity names chief of staff, marketing lead
►	Middle East conflict, inflation continues to weigh on confidence
►	TCorp chief investment officer retires
►	arcpoint OCIO scores more mandates, Larapinta Private launches
►	AI can give fundies an edge over the market: Invesco
►	Aware Super strengthens support for financial advisers
►	Government rolls out relief via National Reconstruction Fund
►	Inflation could surge above 4%
►	Governance issues on the rise: ASIC
►	Super trustees told to up fraud protection game

Editor's Choice

Praemium's new leadership toughens earnings yardstick

RIDDHIMA TALWANI

Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.

Australian Ethical FUM drops by $70m

RIDDHIMA TALWANI

Australian Ethical saw a net outflow of $100 million in its investment business in the first quarter of the financial year.

Perennial expands wholesale offer for pre-IPOs

MATTHEW WAI

Perennial Partners is launching a new strategy for wholesale investors to capitalise on global pre-IPO opportunities, requiring a minimum investment of $100,000.

Macquarie wealth investment chief to depart

MATTHEW WAI

Macquarie chief investment officer for wealth will take on a new role at a New Zealand-based investment management firm after serving in the position for close to three years.

Videos

Brought to you by

Product Showcase: Making group insurance count

Videos

Brought to you by

Product showcase: Reframing financial advice

Videos

Brought to you by

Product showcase: A guaranteed future

Videos

Brought to you by

MAX: Marketing, Advertising and Sales Excellence Awards | Highlights 2026

Videos

Brought to you by

Product Showcase: Calm in the chaos

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

OCT

FAAA Congress 2026

Featured Profile

MORE PROFILES

David Sharpe

CHAIRMAN
FINANCIAL ADVICE ASSOCIATION AUSTRALIA

A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.

READ MORE