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Showing 1 - 10 of 183 results for "asset consulting"

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... in the university, charity and foundation sectors, along with wealth managers hungry for institutional-grade asset consulting support. At Zenith, he built diversified portfolios for adviser groups and carried out manager research as part of the asset ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... 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 national research manager whose responsibilities included ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... to take advantage of this ongoing trend, through providing the hard to replicate combination of expertise in asset consulting, practice management, and asset management," Scarcity said. Last November, Scarcity launched the GP Access Fund, a semi-liquid ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... backgrounds and skill sets. The country head notes that more people are coming to the distribution side with asset consulting experience or portfolio management experience, bringing technical insights to a client conversation. Watson has not always been ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... Investment Management. The firm had four core businesses: investment research via the van Eyk Research business; asset consulting via the van Eyk Consulting business; financial advisory via the van Eyk Advice business; and funds management via the van ...

Equipsuper adds board director

ELIZABETH FRY  |  TUESDAY, 11 JUL 2023
... has more than 12 years experience in infrastructure and assets, including five years with Towers Perrin's asset consulting practice and seven years at Access Capital Advisers He also did a stint at Palisade Investment Partners, where he was partner ...

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
... National Australia Bank Asset Servicing as a client relationship manager and for Access Capital Advisers in the asset consulting and performance teams. She noted that operations and governance is a rapidly growing and changing field. Meanwhile, her operational ...

JANA names Georgina Dudley new chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 7 SEP 2022
... optimum candidate to continue to grow and build JANA's capabilities to serve our clients with our world-class asset consulting services." Lamborn will remain with JANA as executive director and continue to provide input into its commercial strategy. ...

Mercer wins sovereign wealth fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
... sovereign wealth fund's first implemented consulting mandate. The Tuvalu Trust Fund has appointed Mercer for asset consulting, portfolio implementation services and investment implementation services. Mercer will provide portfolio implementation services ...

WTW names local head of investments

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... "It's an exciting time to take on this opportunity. Over the last few years, we have augmented our traditional asset consulting with strategic advisory and delegated solutions because we firmly believed it was in the best interests of clients and ...
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