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Showing 131 - 140 of 409 results for "Investment adviser"

Fidelity nabs ESG expert from HESTA

ELIZABETH MCARTHUR  |  THURSDAY, 12 AUG 2021
... sustainability practices into our investment process." At HESTA, Jaramillo was most recently senior responsible investment adviser. During her time at the fund, she founded 40:40 Vision, an investor led initiative to drive gender diversity in the C-suite ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Ord Minnett named a new state manager for Queensland who will also act as a senior investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Crestone Wealth Management has hired its sixth investment adviser in the past year in a bid to expand its footprint in Brisbane. John Paul Geribello is the latest to join as an investment adviser this month, taking total staff numbers in Brisbane to ...

Hamilton Wealth Partners co-founder leaves

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... working, I would like to wish Ian the very best for the future." Hamilton said the firm has hired a senior investment adviser, due to commence on July 1. The firm advises high-net-worth clients and has about $750 million in funds under advice. It has ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... independent financial advisers and boutique planning groups. Prior to this, he was a private banker at BT and investment adviser at Macquarie Group. Bullock said the strong growth of the Australian business has created a need for additional senior personnel. ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... in Tasmania which will offer full-service stockbroking and financial planning. The office is led by senior investment adviser and branch manager Luke Rybarczyk, previously a client adviser at Bell Potter for nearly 10 years. "Ord Minnett was the right ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... co-chief executives Neil Schafer and Brett Spork. Clime also announced last year it had appointed Mercer as an investment adviser to support its managed account portfolios and acquired Madison Financial Group which has 100 advisers with $3 billion in ...

New AMP Australia chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 11 DEC 2020
AMP has appointed a new chief executive for the AMP Australia business, replacing Alex Wade who exited suddenly. Former Sunsuper chief executive Scott Hartley will take over from Blair Vernon, who has been acting in the position since Wade's sudden ...

Clime appoints joint interim chief executives

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... and Spork appointed as non-executive directors. Clime also announced last month it had appointed Mercer as an investment adviser to support its managed account portfolios.