Search Results | Showing 1 - 10 of 67 results for %22Unite Advisory%22 |
| | ... that support them in their long-term success." Last year, New Zealand-based Community Trust South picked JANA to provide advisory services, strategic advice, and portfolio construction and risk assessment. |
| | | ... chief operating officer at Holland Capital Management. Her experience also includes senior roles at Barclays Funds and Advisory, as well as Credit Suisse. Misra, who is based in London, reports directly to IFM chief strategy officer Luba Nikulina. She'll ... |
| | | ... by Sheila Patel, former chair of Goldman Sachs Asset Management, and Tore Myrholt, former EMEA chair of McKinsey. The advisory board includes: Former US Treasury secretary Larry Summers, former co-manager of the Scottish Mortgage Investment Trust at ... |
| | | AZ Next Generation Advisory (AZ NGA) has appointed Dan Heckendorf as its new chief financial officer as it plans its next growth phase. Heckendorf, who will report to AZ NGA chief executive Paul Barrett, joined in October as interim chief financial ... |
| | | ... experience across Australia and the United Kingdom. She re-joins Challenger from KPMG, where she was a partner in the advisory practice, advising clients on how to navigate complex financial, accounting, and regulatory changes. Bell spent almost six ... |
| | | ... Approximately half of the new appointments are based in regional locations, bolstering the privately owned financial advisory's commitment to supporting regional clients. The expertise of new partners spans across wealth management, business advisory ... |
| | | ... He has also worked an associate director at FIIG Securities and as a private wealth adviser at Wilsons Stockbroking & Advisory. "Sam's appointment is a continuation of our commitment to invest in long term relationships with Queensland clients and ... |
| | | CountPlus member firm Unite Advisory has finalised the terms to acquire and merge with Coffs Harbour based advisory firm Bentley Brett & Vincent. The transaction includes an initial payment of $1.45 million and deferred payments over two years with ... |
| | | ... establishing the strategy for global expansion, with immediate focus on its UK prospects. "The new CEO will head QMV's core advisory and consulting business alongside our technology and legal subsidiaries.," Vaughan said. "Continuing to grow capability ... |
| | | ... the personnel changes. The fund is offered by Lazard Asset Management, which is separate to mergers and acquisitions advisory firm Lazard Australian Financial Advisory. The latter recently announced its plans to reverse from the Australian market which ... |
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