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Showing 1 - 10 of 584 results for "Asset consultant"

Jim Lamborn retires from JANA

JAMIE WILLIAMSON  |  THURSDAY, 23 MAY 2024
Jim Lamborn has retired from the asset consultant after more than two decades on its leadership team. Lamborn first joined JANA in 2002 as head of implemented consulting. He held this role for more than 13 years, working across business development ...

Frontier grows consulting, governance teams

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... of the firm's specialist defensives and alternatives research team under Iain McMahon. Bernard landed the asset consultant following a five-year stint in an investment consulting role at Zenith Investment Partners, where he worked across fixed income ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
The financial services industry has paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning ...

WTW to launch dedicated private equity fund

ANDREW MCKEAN  |  MONDAY, 15 APR 2024
... This new private equity fund, the WTW Private Equity Access Fund (WTW PEAF), will be the first time that the asset consultant's institutional private equity business has offered a pooled fund to the market. WTW said this will support broader industry ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
Frontier Advisors has promoted four staffers - a principal consultant, a senior equities consultant and two quants from the capital markets team. In the asset consultant's latest round of promotions, Claire Casucci has been elevated to principal ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
Last year, global equities significantly outperformed Australian equities, largely driven by the remarkable performance of the world's largest technology companies - dubbed the Magnificent Seven. However, Australian Ethical points to stretched valuations ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... background spanning Towers Perrin, Macquarie Financial Services, KPMG and Gould Ralph & Company. He worked as an asset consultant with Towers Perrin, responsible for delivering asset consulting services and investment research. He served as Macquarie's ...

Half of super funds to close in coming decade: Mercer

JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2024
The total number of superannuation funds in Australia will halve over the next decade, says Mercer. In its inaugural Shaping Super report, Mercer predicts the number of super funds in Australia will decline by another 30% over the next five years and ...

JANA wins mandate from public sector super fund

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
... Retirement Benefits Fund (RBF). Following an extensive procurement process supported independently by Deloitte, the asset consultant was awarded the mandate by the Superannuation Commission, the trustee of RBF, to help manage the public sector fund's ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... with JANA. We believe JANA's strength of research capabilities and resources, successful track record in the asset consultant space, and alignment in philosophy will enhance our client outcomes and experience," he said. JANA's head of wealth ...
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