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Showing 211 - 220 of 2808 results for "Advisory"

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... distribution for wealth and intermediaries following Ben Dixon's departure. Dixon joined FA Global Investors - the advisory firm of Jonathan Belz and Gavin Ezekowitz -in February. The duo welcomed Ben Dixon to the firm, which connects high-net-worth ...

Netwealth chair to retire, successor appointed

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... Moving Image (ACMI), president of the International Fiscal Association (IFA Australia), formerly a member of the Tax Advisory Board of the University of Melbourne Law Faculty and a visiting Fellow in its Master of Laws Tax Program. Antonie said he is ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... and develop new affordable and tech-enabled investment and wealth offerings. Syfe said it wants to roll out a "hybrid advisory model" which supports customers and financial advisers, including self-managed super capabilities. It said it wants to help ...

Apostle launches CastleKnight Management in Australia

KARREN VERGARA  |  MONDAY, 2 JUN 2025
... whether in equity or credit." Weitman founded CastleKnight in 2020 and before that was a senior partner at investment advisory firm Appaloosa LP. Gunman added that CastleKnight's "dynamic, agile approach positions them to pursue outsized returns, making ...

Former TCorp exec sets up consultancy

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... investment. Nigel Wilkin-Smith founded Long Horizon Enterprises to address what he sees as a glaring gap in the market for advisory services that can translate the TPA theory into practical action. He is currently working with a large institutional investor ...

Aware Super beefs up sustainability team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... Compact's Cities Program. Before arriving at U Ethical, she worked as an ESG consultant with MSCI and Urban Systems Advisory at AECOM, the infrastructure consulting firm. A technical expert group advisor to the Responsible Investment Association ...

CSLR levy underspend expected as claim processing slows

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... can be expected after the conclusion of the next financial year. CSLR chief executive David Berry said apart from Dixon Advisory Superannuation Services, other large-scale firm failures, like United Global Capital, will potentially lead to more than ...

CFS awards global equities mandate

KARREN VERGARA  |  TUESDAY, 27 MAY 2025
... Colonial First State (CFS) has awarded a global equities mandate to a US$160 billion fund manager. US fund manager Brown Advisory has won the mandate to oversee the global equities strategy available on FirstChoice, debuting on May 24. The option - Ironbark ...

Challenger adds to board director lineup

MATTHEW WAI  |  MONDAY, 26 MAY 2025
... has some 30 years' experience across ASX-listed and private businesses, including over two decades at KPMG, leading its advisory division in Australia and Asia Pacific. He also served as chief executive and managing director of law firm Slater and Gordon. ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Torty Howard will step down from her role as co-chief executive and take on an operations position, the sources said. Advisory head Ben James is being lined up as the new chief executive. The sweeping changes form part of Focus Financial's broader ...