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Showing 21 - 30 of 2380 results for "Advisory"

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... wealth firm that has $28 billion of client funds under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment banking, research, and wholesale broking services, has signed a Memorandum of Understanding ...

Aware Super appoints head of public market equities

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... equities and quant active equities at BlackRock. She most recently held the position of chief investment officer and head of advisory services at Vestmark Advisory Solutions. Slated to start her role in February, Hong will report to Aware Super head ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... its key initiatives, its new advice services partnership model, is progressing well, Insignia said. Known as Rhombus Advisory, the model is expected to be implemented by July with advisers reportedly embracing the equity participation idea. Though, Insignia ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... relationship with Alteris. "We understand the diversity of the wealth sector and the unique requirements of private wealth and advisory practices," he said. "We are seeing more practices leverage JANA's institutional quality advice and scale to find ...

Knight Frank bolsters capital advisory team

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
Knight Frank has appointed Ben Schubert as its new head of capital advisory, Australia. Schubert takes on the role in addition to his current position as head of institutional sales, leveraging his track record of 20 years in the industry and seven ...

Perpetual Corporate Trust adds staff

ELIZABETH FRY  |  MONDAY, 22 JAN 2024
... develop fixed-income solutions for the wealth, asset management and superannuation markets. Perpetual acquired the debt and advisory business last October. The purchase also included specialist fixed income digital platform, Treasury Direct, which had ...

Legalsuper investment strategy lead departs

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
... CFA Society of Melbourne, a member of the Policy Committee for Women in Super, a member of the Senior Investing Peer Advisory Group for 100 Women in Finance and an investment committee director for International Women's Development Agency. Trusler ...

J.P. Morgan pays US$18m over whistleblower rule breaches

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JAN 2024
... more than US$1000 ($1518). The Securities and Exchange Commission (SEC) found J.P. Morgan Securities regularly asked advisory and brokerage clients to sign confidential release agreements, requiring them to keep quiet about settlements or credits they ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
... will work alongside JBWere director, philanthropic services Josephine Paino, and will report to JBWere head of family advisory and philanthropic services Shamal Dass. Her primary focus will be on improving the governance and strategic advice offered ...

JANA wins another NFP mandate

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... that support them in their long-term success." Last year, New Zealand-based Community Trust South picked JANA to provide advisory services, strategic advice, and portfolio construction and risk assessment.