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Showing 1351 - 1360 of 2871 results for "Advisory"

Former UBS multi-asset expert joins boutique

KARREN VERGARA  |  FRIDAY, 2 NOV 2018
UBS Asset Management's former head of investment strategy has joined a financial advisory firm based in Sydney. Fixed income and multi-asset specialist Tracey McNaughton joined Wilsons Advisory this month as head of global macro strategy. For the last ...

TCorp finalises restructure

KARREN VERGARA  |  FRIDAY, 2 NOV 2018
... new senior manager portfolio risk. He is the former head of research at Aurora Funds and director of investment risk advisory at Russell Investments. Chief investment officer Stewart Brentnall commented: "These appointments dramatically strengthen TCorp's ...

Wealth group announces new chief executive

DARREN SNYDER  |  THURSDAY, 25 OCT 2018
... Brick Road has appointed Frank Ganis as its leader. He joined YBR as a board member in 2017 and recently stepped into an advisory role. Ganis was formerly an executive director at Macquarie Group, where he co-founded Macquarie's mortgages and securitisation ...

Real estate investment manager bolsters debt team

HARRISON WORLEY  |  THURSDAY, 18 OCT 2018
... decade of experience in mergers and acquisitions, and real estate, having developed a career working in KPMG's deal advisory arm. TH Real Estate head of Australia Nick Evans said Lim's experience made him an ideal candidate as the business continues ...

Former AustralianSuper risk boss joins AMP super boards

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
... superannuation fund. For 12 years Brain also served as a Deloitte partner responsible for the provision of assurance and advisory services to superannuation industry clients. He joins the boards of AMP Superannuation and N.M. Superannuation. Joining ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
... United States and in Canada," he said. "I think something like 35% of the CFA charterholders there are in private wealth advisory. That is a booming part of the industry." He said as Australia's superannuation pool swells and people dip in at retirement ...

Sequoia adds to board

KARREN VERGARA  |  MONDAY, 8 OCT 2018
... (previously Tyndall Asset Management). He was a partner in Blackhall and Pearl, an independent board, governance and risk advisory firm between 2014 and 2016. His experience in investment banking commenced with Schroders Australia in treasury and fixed ...

IOOF appoints dealer group chief

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
... client-first focus of Financial Services Partners into the IOOF group," Mota said. "We're creating Australia's leading financial advisory service and Geoff has the strategic insight and passion for building relationships with advisers that makes him ...

Family office invests in absolute return fund

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... to high-net-worth (HNW) executives, professionals and entrepreneurs in south-east Asia. It is an independent financial advisory company and was incorporated this year. The investment takes the fund's assets under management to $40 million. At the time ...

FPA appoints former ASFA adviser

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... this role. He brings with him 13 years' experience as a CFP professional, as well as five years in senior management and advisory roles." "Ken's expertise will help grow our national referral programs for financial planners in FPA Professional Practices ...