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Showing 11 - 20 of 453 results for "Josh"

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... efficiency, and control they expect from a modern wealth solution," Saunders said. Meanwhile, Briefcase founder and chief executive Josh Persky said the partnership breaks down the custodial barriers that have stifled innovation in wealth management. ...

Hollywood actors lobby pension fund to dump fossil fuels

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUN 2025
... television, including Don Cheadle, Mark Ruffalo, Chelsea Handler, Danny DeVito, Joaquin Phoenix, Sally Field, Julianne Moore, Josh Brolin, Martin Sheen, and Jane Fonda. So far, some 207 signatures have been collected. The SAG-Producers Pension Plan currently ...

Evidentia announces two new starters

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
Josh Phillips has joined asset consulting firm Evidentia Group as senior asset consultant after 12 years in Aware Super's Australian direct equities team. Evidentia is owned by Generation Development Group. At Aware Super, Phillips served as co-portfolio ...

Bentham adds to distribution team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
Bentham Asset Management has expanded its distribution capabilities with the appointment of René Tetteroo as senior distribution manager and Joshua Poia as business development manager. The strategic hires come as Bentham continues to see heightened ...

MFS expands Australian offering with contrarian strategy

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
... substantial capacity. Commenting on the Australian launch, MFS senior managing director and head of Australia and New Zealand Josh Barton said: "The MFS Global Contrarian Equity Trust combines the best of MFS' contrarian investing expertise and risk ...

Ex-MLC private equity exec joins Melbourne boutique

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
A former director at Temasek and co-head of private equity at MLC Asset Management has popped up as an adviser at a boutique fund that specialises in mid-market commercial real estate debt and equity. Kristian Zimmermann is one of two strategic appointments ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now available on Praemium. Briefcase chief executive Josh Persky said the SMAs are designed to meet the growing demand from financial advisers seeking access to institutional-grade ...

Tyndall bolsters small cap team

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
​Small cap specialist Josh Phillips has quit Aware Super to join Tyndall Asset Management's equity investment teams as a co-portfolio manager. Phillips will work alongside James Nguyen to help drive the performance of Tyndall AM's small companies' ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... media (31%), family members (30%), and a financial adviser (29%). MFS managing director and head of Australia and New Zealand Josh Barton said it is concerning to see how few Australians rely on financial advice to manage their financial affairs. "Whilst ...

GQG's FUM pulls back, breaks six-month streak

ANDREW MCKEAN  |  FRIDAY, 8 NOV 2024
... and impact global markets - and broader uncertainty about the effects of his policies, GQG's global investment strategy Josh Snyder has said that, historically, who occupies the White House generally hasn't mattered. He noted that 50 years of ...