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Showing 121 - 130 of 922 results for "Consultants"

Crescent Wealth responds to PDS error criticism

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... accurate disclosure, in accordance with RG97. This will be signed off annually by an independent firm of external consultants. As previously reported by Financial Standard, according to Equity Trustees, the total amount of fees and costs shown in members' ...

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
JANA Investment Advisers has promoted four staff members to principal consultants, including Jo Leaper, its high-profile head of operational consulting. Leaper has aspired to this role since joining the asset consultant 12 years ago. "I am incredibly ...

GSFM strengthens distribution capabilities

JAMIE WILLIAMSON  |  TUESDAY, 8 NOV 2022
... relationships and proven ability in servicing the needs of clients will be of great value," he said. "Retail asset consultants, family offices and private wealth clients are important markets for GSFM, and Michael's background and expertise in targeting ...

Ironbark to distribute Robeco products

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
... on the institutional channel and is committed to providing high quality strategies and service to our clients and consultants," he said. "We look forward to working alongside the Ironbark team in continuing to build the wholesale channel." Meanwhile ...

AL&P hires global, APAC business development heads

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... portfolios. I'm very much looking forward to working with the team to bring AL&P's solutions to institutional clients and consultants." Hampton added: "Active currency management has consistently enhanced investment outcomes for institutional investors ...

Frontier promotes three

ELIZABETH FRY  |  FRIDAY, 14 OCT 2022
... Green worked in the London offices of Willis Towers Watson and Fisher Investments. Jenny Li and Brad Purkis are now consultants. Li also joined Frontier last year as an associate working on superannuation client teams. Previously, she worked at Morningstar's ...

Retail the next frontier for private markets: Preqin

ANDREW MCKEAN  |  FRIDAY, 7 OCT 2022
... always been known as a tough nut to crack. A perceived home bias from investors and the dominant role of investment consultants in the market enough to turn some international general partners away. Even so, the steady growth from the superannuation ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
... its global and Australian equities capabilities. McGauley is to focus on key accounts, research relationships, asset consultants, independent financial advisers and the private wealth space, the income manager said. He was most recently head of retail ...

Continuity an increasing focus for family offices: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
... family is first generation (44%) or second and beyond (63%). Finally, 75% of family offices rely on external investment consultants, primarily for manager selection (52%), strategic asset allocation (45%) and investment research (44%).

New executive director joins Clearway

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
... particularly within wealth management," Clearway said. "These professional relationships with independent advisers, asset consultants, boutique advice firms, platforms, family offices and dealer groups research heads, together with her understanding ...