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Showing 21 - 30 of 304 results for "Sean"

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
... Focused on identifying companies with potential to deliver "exceptional" returns, Australian Eagle AM chief investment officer Sean Sequeria said the firm is proud to contribute to a consistent strategy. "This is a rare opportunity to combine investing ...

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... it was in discussions to merge with L1 Capital, possibly creating an $18 billion fund manager. Morningstar equity analyst Sean Ler noted that, despite consolidating funds and restructuring its investment team, Platinum's performance "remains weak" and ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... portfolio solutions for Australasia. At Briefcase, he is joined by chief investment officer Martyn Wild, chief technology officer Sean Doherty, and head of distribution Geoff Kellett. "One of the standout benefits of direct indexing is its potential ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... deliver bespoke solutions tailored to each family's unique vision and aspirations," the statement said. Viola chief executive Sean Ward said Mann's experience and strong alignment with the firm's philosophy makes him a perfect fit. "Angus's ability to ...

High-profile Tribeca manager sets up shop

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... Liu has been with Tribeca for 19 years. She was appointed the sole portfolio manager of the fund after co-portfolio manager Sean Fenton stepped down in 2019 after 14 years at Tribeca. Liu joined the firm in 2005 as an investment analyst. She moved up ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
... Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects of Pitcher Partners' wealth management for an undisclosed figure. ...

APRA reorganises as it sets sights on superannuation

ELIZA BAVIN  |  WEDNESDAY, 28 AUG 2024
... director, life insurance, private health insurance and superannuation Chris Gower, executive director, cross-industry risk Sean Carmody, executive director, policy and advice Bruce Young, executive director, technology and data Clare Gibney, executive ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... appointments of Byrne and McNair come off the back of a slew of new advisers joining the firm including Mike Cooney in Sydney; Sean Lyons, and Nick Cooper in Melbourne; Will Hanton, Ben Pierce, and Hilary Troy in Brisbane; as well as Sam Waldron joining ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... same amount believe not owning a home will be detrimental to their long-term wealth in retirement. AMP bank group executive Sean O'Malley said fears around homeownership is a justifiable concern for younger Australians. "Building the financial confidence ...

Former NSW adviser loses ban appeal

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
The Administrative Appeals Tribunal (AAT) has upheld ASIC's decision to permanently ban Sean Sweeney. In February 2023 ASIC banned Sweeney from providing any financial services, performing any function involved in the carrying on of a financial services ...