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Showing 321 - 330 of 2871 results for "Advisory"

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... recent announcement to open up the new entrant pathway, noting it will create a "more sustainable pathway" to wealth advisory by helping talented graduates enter the profession. "Ultimately, we do have a cohort of advisers that are nearing retirement ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... opportunities across both memberships," the statement said. "For IFPA members looking to sell their practice or establish advisory partnerships for their clients, this alliance provides significant opportunities. Likewise, AIOFP members seeking to strengthen ...

Japanese asset manager enters Australian market

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... Maragiannis said. Axius Partners was established in 2011 to provide capital formation, funds management, and capital advisory solutions. The firm works with fund managers from across the globe and represents them in the institutional, family office ...

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 ...