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Showing 241 - 250 of 2808 results for "Advisory"

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... responsible for looking after Australian wealth clients, including large licencees, trustees, platforms, private banks and advisory firms. Before joining Mercer in July 201 in a senior consulting role, his financial services experience included four ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... team. Before joining WTW, he was a senior consultant in EY's actuarial banking and capital markets team within the advisory practice. This role focused predominately on assessing market risk for the big four Australian banks and state treasury corporations ...

Michael Dwyer joins impact fund board

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... Management and a founding director of Fund Executive Association. He currently chairs NSW TCorp and the MSquared Capital Advisory Committee. Additionally, Dwyer serves as a director of ASX-listed Iress and holds advisory roles with the ASIC Consultative ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... Founders will also receive a mix of cash and shares in the new entity. ASX-listed WTL will take a 6% stake for its role in advisory and due diligence. WTL chief executive Keith Cullen has been appointed managing director of Investco. Titan principal ...

Sue Brake joins Aware Super committee

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... she currently advises large asset owners on a range of investment-related issues. She was formerly head of strategic advisory for WTW, an external expert on sovereign wealth management for the IMF, senior investment strategist for NZ Super and head of ...

Brandes appoints new sales director for APAC

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
San Diego-headquartered boutique advisory firm Brandes Investment Partners has appointed an Australian to be its director of sales in APAC, in an effort to deepen its relationships across the region's wealth market. Brandes appointed Diya Lowe, formerly ...

Guy Debelle to chair Funds SA

ELIZA BAVIN  |  FRIDAY, 28 MAR 2025
... years at the Reserve Bank of Australia (RBA), the last six of those as deputy governor. He also holds several board and advisory roles across private, listed, and public sector entities both in Australia and overseas. Debelle also holds the position ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... scheme guarantees,'" he said. The Senate Economics Committee Inquiry into Wealth Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - a four-month delay. The Financial Advice Association Australia's Phil Anderson ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... will work together to offer 'do it yourself', 'do it with you' and 'do it for you' investment advisory services," Gow said. "Drawing on Capital Haus' work for high-touch, HNW clients, I believe there is an opportunity for ...

MA Financial bolsters sales team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... manages $10.3 billion on behalf of clients, runs $139 billion in managed loans and has advised on over $125 billion in advisory and equity capital market deals.