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Showing 141 - 150 of 2117 results for "Morgan"

Future Generation appoints chief investment officer

ANDREW MCKEAN  |  TUESDAY, 18 FEB 2025
... including roles as chief executive and head of distribution at Auscap Asset Management, head of equity distribution at JP Morgan, and positions at Macquarie Bank. Gurney said his appointment adds "significant investment and distribution muscle" to Future ...

Custodians revel in double-digit gains

JAMIE WILLIAMSON  |  TUESDAY, 18 FEB 2025
... 2024. When combined with its custody assets, Apex Group ranks sixth by size at $308.9 billion - an increase of 14.4%. J.P. Morgan remains the biggest player by total assets under custody, and by both Australian and non-Australian assets for local investors. ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
JP Morgan Asset Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New ...

CBA's 'Cinderella story' over: Analysts

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... lacks near-term catalysts, at ~26x FY25 P/E with limited growth prospects, we can't justify the valuation." Likewise, Morgan Stanley said CBA offers momentum, but not value. "The balance sheet is strong, and revenue growth is improving, underpinning ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

Quant fund hires from JP Morgan

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
Alternative fund manager East Coast Capital Management has snared a JP Morgan investment lead as its chief executive. Haslinger is tasked with growing the Sydney-based systematic fund manager's assets under management, focusing on wholesale and ...

Quant fund taps new chief executive

ANDREW MCKEAN  |  WEDNESDAY, 29 JAN 2025
The former co-head of equity capital markets at J.P. Morgan has been appointed chief executive of boutique quantitative fund manager East Coast Capital Management (ECCM). Simone Haslinger, the new chief executive, left J.P. Morgan last October after ...

Morgan Stanley, Goldman Sachs top M&A advisory rankings

ANDREW MCKEAN  |  THURSDAY, 23 JAN 2025
Morgan Stanley and Goldman Sachs were the leading mergers and acquisitions (M&A) advisors in the financial services sector last year, in terms of deal volume, according to GlobalData. The data and analytics firm's analysis revealed that Morgan Stanley ...

Super moves: Future Fund, QIC, Vanguard Super

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... strategy at Parametric where he designed systematic equities solutions for institutional investors. His prime client was Morgan Stanley. Previously, he was a portfolio manager at Tibra Capital and a senior analyst at Russell Investments. Finally,Vanguard ...