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Showing 141 - 150 of 922 results for "Consultants"

Frontier appoints head of strategy

KARREN VERGARA  |  THURSDAY, 17 MAR 2022
... under management, appointed Frontier last October as its investment consultant. In January of this year, two senior consultants, Priya Patel and Michiel Swaak joined Frontier, while former United Nations PRI chief executive Fiona Reynolds took a seat ...

KPMG family business consultants launch advisory firm

CHLOE WALKER  |  MONDAY, 28 FEB 2022
KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched L ineage Group, a new Australian advisory firm specialising in working with successful business families. Based in Melbourne, the firm specialises in first to fifth-generation ...

EM investors brace for geopolitical impact

KARREN VERGARA  |  FRIDAY, 25 FEB 2022
... trade at much lower valuations than their global peers," Martin Currie said. If to be guided by history, Evergreen Consultants director and founder Angela Ashton said markets often sell-off in the lead-up to an armed conflict due to heightened uncertainty ...

BlackRock strengthens Australasia, APAC leadership

CHLOE WALKER  |  WEDNESDAY, 23 FEB 2022
... responsibility for sales and client servicing across sovereign entities, pension funds, banks, insurers, asset managers, asset consultants, family offices and financial advice practices," BlackRock said.. Across the Pacific, Hiroyuki Shimizu has been ...

Investors Mutual appoints strategic relationship manager

CHLOE WALKER  |  FRIDAY, 11 FEB 2022
... Investments, where he was vice president, wholesale, and private wealth, responsible for relationships with asset consultants, brokers and private wealth networks across Australia and New Zealand. He has also previously held roles with Rainmaker Group ...

Frontier recruits two senior consultants

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
Frontier has appointed two senior consultants this month in response to a growing client base. Priya Patel will join the asset consultant's responsible investment group on January 31. Patel hails from the Victorian Funds Management Corporation, working ...

Retail super fund to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 11 JAN 2022
... customers." CUBS Superannuation is administered by Mainstream Superannuation Services. Its group insurer is TAL and Atchison Consultants serves as asset consultant.

Boutique creates distribution lead role

KARREN VERGARA  |  TUESDAY, 7 DEC 2021
... the job," he said. Wu will work with clients ranging from institutional and high-net-worths, financial advisers and consultants. The boutique, founded in 2004 by Cahill and Michael Evans, now has eight staff members. About $1.9 billion of assets under ...

New role for AMP Capital distribution head

ELIZABETH MCARTHUR  |  THURSDAY, 2 DEC 2021
... role at AMP Capital saw him responsible for wholesale distribution channels including family offices, multi managers, consultants, and advice networks. Marius Wentzel, head of client solutions and distribution at AMP Capital, is acting in the head of ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... private clients advice at St George and a practice development manager with MLC. Lonsec has also added two transition consultants. These are newly created roles to assist financial advice practices. Brendan Tully and Sean Newman have each been appointed ...