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Showing 231 - 240 of 2094 results for jp morgan

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
Financial advisers have 14.5 years of professional advice experience on a median basis, but very few have more than 20, a Rainmaker analysis shows. Rainmaker's June 2023 Financial adviser report based on ASIC's Financial Adviser Register found that ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
Financial advice firms AMP Financial Planning, Synchron, and Charter farewelled the largest number of advisers, dragging down the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser ...

Mercer appoints three new directors

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
Mercer has appointed three non-executive directors to its fiduciary boards, bringing experience at the likes of J.P. Morgan and Sunsuper. Former APP Securities chief executive Sangeeta Venketasan and State Super senior investment counsel David Hartley ...

Ontario Teachers' appoints head of APAC

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... OTPP explained. Prior to joining OTPP, he spent 10 years at OMERS Infrastructure, as well as holding roles with UBS and Morgan Stanley. "As head of APAC, Bruce will play a leading role as we continue to progress our global growth strategy and deepen ...

Pengana appoints leaders for private credit division

CASSANDRA BALDINI  |  FRIDAY, 23 JUN 2023
... Services as its general manager of corporate development and investor relations. Prior to that, he held a position at J.P. Morgan as its executive director of financial institutions and at Merrill Lynch as vice president of investment banking. He also ...

FICAP Rockstar back in July

CASSANDRA BALDINI  |  FRIDAY, 9 JUN 2023
... excited about and looking forward to." Running with the theme of new additions, McLaren also welcomed new committee members, Morgan Stanley associate investment banking division Ashleigh Cullen, MA Financial distribution manager Dave Roberts, Alexander ...

Northern Trust launches asset owner platform

CHLOE WALKER  |  WEDNESDAY, 7 JUN 2023
... the second half of last year, taking it to $718.2 billion. It is the second-largest custodian in Australia behind J.P. Morgan.

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... executive of BNP Paribas Securities Services in Australia and New Zealand and also held senior leadership roles with J.P. Morgan and Bankers Trust, while Williams was a managing director at Parametric for seven years, and held roles with Russell Investments ...

J.P. Morgan launches three new ETFs

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
... Equity Premium Income (JEPI). "JEPI is currently the world's largest actively managed ETF, with AUM of $38.3 billion," J.P. Morgan head of wholesale Australia and New Zealand Mark Carlile said. "Following requests from key clients, we are bringing more ...

Morgan Stanley adds to regional leadership

CASSANDRA BALDINI  |  WEDNESDAY, 24 MAY 2023
Michael Levin will head up Morgan Stanley Investment Management's (MSIM) Asia business, including overseeing its Australian offices. Levin will be based in Hong Kong and is responsible for the firm's regional investment management arm with a focus ...