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| | | ... transition, an area where we have been creating value for more than two decades." Meantime, MAM will acquire Energy Assets Group (EAG) from Asterion Industrial Partners, EDF Invest and Swiss Life Asset Managers. Managing a portfolio of 1.8 million advanced ... |
| | | | ... businesses Shield and First Guardian, and has since provided the outcomes for MWL Financial Services, Financial Services Group Australia, and Interprac Financial Planning. |
| | | | Future Group has reshuffled its investment leadership, appointing a new chief investment officer and shifting its incumbent investment lead into a strategist role. Joe Fernandes joins the group after five years at Australian Unity, where he most recently ... |
| | | | First Sentier Group has promoted a long-serving executive to lead its institutional business across Australia and New Zealand. Peter Heine, who has been with the firm for 13 years, has been appointed head of institutional business, in a newly created ... |
| | | | ... the organisation in 2022 as an investment analyst. Before that, she held roles at Challenger, Credit Suisse and The Citco Group, working across a range of investment and analytical functions. On the product side, David Kim has joined Colonial First State ... |
| | | | ... and innovation Rekha Misra. Chee was most recently head of portfolio strategy at WTW and oversaw the development of the group's portfolio construction framework. He has also previously served as head of investment strategy, Australia and Asia Pacific. ... |
| | | | ... company growth. He will also oversee the delivery of AZ NGA's proposition to accounting and advisory firms, reporting to group chief executive Paul Barrett. The appointment will advance the firm's ambitions of building super firms and Centres of Excellence ... |
| | | | While the ASX-listed financial advice group is staying firm on its objectives for 2026, it has refreshed the identity of its consumer advice business, signalling an evolution is underway. WT Financial Group founder and managing director Keith Cullen ... |
| | | | ... financial services markets. Financial Standard is owned by ISS Market Intelligence, which is part of the ISS STOXX GmbH group of companies. |
| | | | ... involved with Shield and First Guardian to streamline over 1800 complaints in December. The outcomes for Financial Services Group Australia and MWL Financial Services were also recently released, with United Global Capital and Next Generation Advice ... |
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