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Showing 251 - 260 of 3272 results for "Associate"

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward. Details of the transaction were not ...

Real Asset Management taps DWS sales exec

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... portfolio manager with the credit team. Chapman joined last month from Aura Funds Management, where he was an investment associate in private credit actively involved in building the portfolio and developing funding structures and relationships with ...

Analyst Moves: Franklin Templeton, JANA, Bain, MLC

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... won a promotion at Bain Capital after ten months. Lillian Lin joined the multi-asset alternative investment firm as an associate covering European special situations. Interestingly, she joined Bain just as the super fund established a UK office to hunt ...

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... specialist is Andrew Hobbs. With a background in valuations, Hobbs previously spent three years at MaxCap as a senior associate, specialising in valuation and feasibility reviews for debt and equity investments. He is part of the property team that looks ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending ...

Super moves: Future Fund, Aware Super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Future Fund senior associate Wai-Kwan Chislett has moved from running overlay strategies to working with the responsible investment team until next July. Chislett has been with Australia's sovereign wealth fund for four years, most recently as senior ...

Eyes on gaming, Chinese tech in 2025: Orbis

MATTHEW WAI  |  WEDNESDAY, 11 DEC 2024
Orbis Investment is feeling good about its investment in Japanese video game giant Nintendo, believing it's about to defy its historic 'boom-bust' cycle. Speaking to Financial Standard, Orbis Investment head of clients, Australia Eric Marais ...

JANA consultant heads to Qatar

ELIZABETH FRY  |  TUESDAY, 10 DEC 2024
... and Social Insurance Authority (GRSIA) - the pension fund for Qatari citizens. The GRSIA has hired Letchumanan as an associate director within the private equity and infrastructure team. The JANA operative joins a growing band of investment professionals ...

HarbourVest adds to local team

ELIZABETH FRY  |  FRIDAY, 6 DEC 2024
... Macquarie Asset Management, where she spent the last six years in investor relations. At Macquarie, Pham held the role of associate director of strategic accounts management. In the role, the CFA charter-holder covered private wealth firms, dealer groups ...

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA  |  FRIDAY, 6 DEC 2024
Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found. ...