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Showing 101 - 110 of 2921 results for "Phil"

Zenith names portfolio solutions lead

KARREN VERGARA  |  TUESDAY, 16 SEP 2025
Zenith Investment Partners has appointed a lead for portfolio solutions, replacing the incumbent who spent six years in the role. Andrew Yap has been promoted to head of portfolio solutions after serving in the deputy seat of this position for three ...

Australia's top allocators to share insights at InDay

STAFF WRITER  |  FRIDAY, 12 SEP 2025
Some of the biggest names in funds management, superannuation and philanthropy will come together on Tuesday, September 23 for the annual Family Office and Manager InDay. InDay is the foundation's annual manager and family office showcase - a curated ...

Lombard Odier acquires Dutch sustainable asset manager

MATTHEW WAI  |  WEDNESDAY, 3 SEP 2025
Lombard Odier Investment Managers (LOIM) will integrate Ownership Capital into its broader sustainability business, expanding assets under management (AUM) to US$10 billion ($15.3bn). Ownership Capital's long-term investment approach is built on deep ...

Coaxial names chief investment officer

MATTHEW WAI  |  WEDNESDAY, 3 SEP 2025
Coaxial, the family office of Nicola Forrest, has appointed a chief investment officer and a chief financial and commercial officer to support its next phase of growth. The announcement follows the appointment of its inaugural chief executive Philippa ...

ECP joins Future Generation Women lineup

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
ECP Asset Management's Global Growth Fund has been selected as the latest partner of Future Generation Women, while principal Annabelle Miller will provide pro bono investment support in global equities. The Future Generation Women fund is managed by ...

Anti-hawking exemption for advisers a 'silly carve out': SCA

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... approach is required. However, Financial Advice Association Australia (FAAA) general manager policy, advocacy and standards Phil Anderson, who confirmed that the association did not make a submission to the consultation, said the removal of the anti-hawking ...

VG1 replaces investment manager, books massive loss

KARREN VERGARA  |  THURSDAY, 21 AUG 2025
... equities strategy, will focus on Regal's existing domestic and Asia-focused long-short equity strategies. "The board thanks Phil for his management and oversight of the VG1 portfolio since June 2023," Jones said. VG1's FY25 performance was marred ...

Mutual Trust appoints family office specialist

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
... Mutual Trust. She is widely respected for her ability to deeply connect with families and uncover their unique needs," said Phil Harkness, chief executive at Mutual Trust. Bransgrove's appointment comes less than a year after the group added three ...

Account number issue causes angst, undue admin work: FAAA

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
... reportable situations to ASIC that can be considered as a breach report, FAAA general manager of policy, advocacy and standards Phil Anderson said. Under DBFO Tranche 1, the Fee Disclosure Statement obligation was removed, and multiple consent form obligations ...

NGS Super aligns leadership team for growth

MATTHEW WAI  |  MONDAY, 11 AUG 2025
NGS Super is welcoming a new chief risk officer as the incumbent becomes chief financial officer, and two other executives take on new titles. Fotine Kotsilas has become NGS Super's chief risk officer, bringing over 25 years of experience across life ...