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Showing 21 - 30 of 147 results for "Portfolio Solutions"

WTW welcomes investment chief

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... investment committee and real assets investment committee. In this role, Pliner led the creation of custom portfolio solutions for the company's outsourced clients in the US. The firm's global head of investments Diya Luke congratulated the duo ...

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... the needs of financial advisers grow, we are seeing increased demand for our deep expertise in specialised portfolio solutions. Matt Young and Staten Janes' appointments grow our capacity and will further strengthen our team," a Mercer spokesperson ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... 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 join our team," said Axius Partners co-founder and managing ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... of the main findings in SuitabilityHub's 2025 Platform Market Wrap report, which analysed 18 platforms and portfolio solutions. "One of the areas that a lot of advice practices struggle with each year is the ongoing fee consent," Peker told Financial ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... Lifespan Investment Committee, he will also help to shape the firm's future investment strategies and portfolio solutions. Holliday most recently served as head of research services at Entireti - formed through the merger of Australian Unity Personal ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Investments. Persky founded Briefcase in 2022 after working more than seven years at BlackRock where he led model portfolio solutions for Australasia. At Briefcase, he is joined by chief investment officer Martyn Wild, chief technology officer Sean Doherty ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... Colonial First State, KPMG, and Aon Consulting. The appointment follows that of Sarah McCarthy as head of portfolio solutions. McCarthy, who is based in Adelaide, joined the group in December as part of the AMP transition. She was most recently AMP's ...

SG Hiscock appoints head of research

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
... wholesale, Australia. He joined American Century from State Street Global Advisors where he was head of ETF Managed Portfolio Solutions for the US SPDR ETF business. He has also worked at State Street Global Advisors and AllianceBernstein in New York. ...

AMP makes operations, product, strategy hires

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
... general manager of managed portfolios and investments, a role that focuses on developing strategic managed portfolio solutions and steers the expansion of the platform in the market. Hutchison brings over 20 years of experience across product management ...

Former super fund investment chief in new gig

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... Bellmont partners with advice businesses to create customised, cost-effective, transparent, managed account portfolio solutions.