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Showing 91 - 100 of 607 results for "Asset consultant"

Frontier welcomes family office specialist

JAMIE WILLIAMSON  |  THURSDAY, 29 JUL 2021
The asset consultant is adding a new senior consultant to boost the firm's family office knowledge. Meirine Giggins is joining Frontier's growing 'non-super' business, bringing over two decades of experience working with family offices and endowment ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... provides better outcomes for clients. "We are looking through an adviser's lens to see what impact a full-service asset consultant can have on a firm managing other people's capital. It is this approach we will take to fully utilise the skills and knowledge ...

Frontier partners with due diligence platform

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... help of a global technology platform to help automate the diligence processes. DiligenceVault will enable the asset consultant to collect and centralise asset manager and fund data. The solution is a two-sided platform used by both asset managers and ...

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 ...