Search Results | Showing 161 - 170 of 16719 results for "Client" |
| | | Integro Private Wealth has merged with West Australian advice firm Coastline Private Wealth, strengthening its presence across the region. The expansion is part of the advice firm's strategy to expand its national footprint, while integrating its ... |
| | | | LGT Wealth Management Australia has expanded its Syndey private client advisers' team with five senior hires from UBS Wealth Management. Michael Marr, Sean Carroll Seamus quick, Stephen Cabot and Patrick Armitage join as senior investment advisers. ... |
| | | | ... over recent years and have seen first-hand the strength of Royal London Asset Management's investment capabilities, client focus and long-term ambition. I look forward to working with colleagues to maintain that momentum, continue delivering for ... |
| | | | ... responsibilities within the team. "I've always respected Schroders for its disciplined investment approach and strong client focus. I'm looking forward to working with a talented team and contributing to the firm's continued growth," Binsted ... |
| | | | ... legacy. "Fundraising is changing," Cormican said. "I work with high-net-worth families and philanthropists on the private client side, while also working with not-for-profit organisations like Aspect. What we're seeing is a really positive trend ... |
| | | | ... Fidelity from T. Rowe Price, where she was vice president and senior portfolio specialist. Previously, she was a director and client portfolio manager at Epoch Investment Partners, where she was responsible for several global equity strategies. Manning ... |
| | | | Australian Philanthropic Services (APS) has appointed a new chief executive, with current chief Judith Fiander set to retire in February 2027 after leading the organisation through a period of growth in structured philanthropy. Lisa George will succeed ... |
| | | | Fundamental Investment Management, a Sydney-based boutique investment management firm, has mandated SS&C Technologies for its inaugural Fundamental Smaller Companies Fund. SS&C will provide fund administration and unit registry services for the fund. ... |
| | | | ... leadership. Other than Hewison's departure, there is no change to the firm's advisory team, investment philosophy, client service model, or direct asset ownership structure, Hewison Private Wealth said. The transaction marks a significant milestone ... |
| | | | ... Crabb's team in July. Julia Lee was recruited as an investment director after spending two years at FTSE Russell and head of client coverage for the Pacific. Wim Steemers was hired as a portfolio manager and Mohan Korber as an analyst. They join existing ... |
|