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Showing 261 - 270 of 2808 results for "Advisory"

Asian family office sets up in Melbourne

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... digital asset trading at Bitbuy and Zerocap, both based in Melbourne. He also did a two-year stint running capital markets advisory at EY. Fong said the potential for growth lies in bridging the gap between family offices and institutional clients, between ...

Westpac's Yetton chooses to move on

ANDREW MCKEAN  |  FRIDAY, 7 MAR 2025
... general manager of BT Customer Solutions, head of product, head of acquisition and growth strategies, and head of non-advisory distribution. Westpac chief executive Anthony Miller, who took on the role in September last year, said Yetton has played a ...

Perpetual appoints demerger specialist

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... director of climate change and balance sheet. He also worked as NSW procurement executive director of commercial and advisory, part of the state treasury. Before his almost four years there, he had a 20-year-old career in funds management. Hong served ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
Axius Partners, a capital formation and advisory firm, has welcomed a new executive director. Phil Filippelis joins from Commonwealth Bank where he served as head of global portfolio solutions and deputy investment chief. "We are delighted to have Phil ...

Vale Donald Williams

JAMIE WILLIAMSON  |  THURSDAY, 6 MAR 2025
... investment officer for a further decade before stepping down in 2016 due to health reasons, staying on in a business advisory and mentoring role. Platypus described Williams' contribution to the fund manager as immense. "Don was an exceptional investor ...

Freezing order slapped on First Guardian Master Fund, Falcon Capital

KARREN VERGARA  |  MONDAY, 3 MAR 2025
... The First Guardian Master Fund is run by First Guardian Capital, a Melbourne-based investment management and corporate advisory firm. In May 2024, Falcon Capital suspended redemptions and applications for the First Guardian Master Fund "to allow for ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... across different responsible entities and eliminate confusion around fee discrepancies for identical portfolios. SMARS advisory chair Jerry Parwada said the rapid growth of the managed accounts sector highlights the need for clear standards and strong ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... management arm of Bangarra Group - which also owns Bennelong Funds Management - in 2013, morphed into Carnbrea, a boutique advisory group. He also led investment solutions for high-net-worth individuals and families as chief financial officer at Deutsche ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
BFA Global Investors - the advisory firm of Jonathan Belz and Gavin Ezekowitz - has hired a distribution lead from Remara Investment Management. The duo welcomed Ben Dixon to the firm as a director of client portfolios. BFA Global - which connects high-net-worth ...

Acenda names inaugural chair

MATTHEW WAI  |  WEDNESDAY, 26 FEB 2025
... Investment and Financial Services Association (now the Financial Services Council), the Australian government's Fintech Advisory Group and Stone and Chalk. Notably, he was the chief executive of AMP between 2008 and 2013 and brings over 20 years' ...