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Showing 21 - 30 of 431 results for "Zenith"

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... portfolio design and asset allocation. Most recently, Jain was the principal at Evidentia, following a four-year stint at Zenith Investment Partners as a senior investment consultant, where he advised financial advisers and institutions on portfolio ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... research houses. The investment and asset consultant has welcomed David Boyle from Lonsec as a partner and Sean Currie from Zenith Investment Partners as an associate. At Ascalon, Boyle will lead innovation in portfolio design and investment governance ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... business solutions. With over a decade of experience across business development and adviser partnerships, Deagan joins from Zenith Investment Partners, where she led national adviser relationships and consulting initiatives. Before Zenith, she spent ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... Capital in 2022 as an analyst but was quickly promoted to senior analyst two years later. The new research lead arrived from Zenith Investment Partners, where she spent seven years, most recently covering Australian and international equity managers ...

Talent exodus hits Zenith, Lonsec and Evidentia

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
Zenith Investment Partners will see the departure of its lead consultant, highlighting the intensifying battle for experienced asset consultants. Zenith lead consultant Steve Tang is understood to have joined colleague Ben Davis at Ascalon Capital. ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
... net return of 2.60% against the benchmark's 1.38%, as at May end. In 2024, the fund was given a 'Recommended' rating by Zenith and was named the Best New Ethical Fund at the Mindful Money Awards. "A responsible entity must have measures in place for ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
... strengthened its leadership team with the appointment of a chief executive and two new partners, including a founder of Zenith Investment Partners. Aubrey Roga joins as chief executive of the investment consulting and asset management firm, with Shane ...

Zenith to farewell co-founder, managing director

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Zenith co-founder David Wright and managing director Jason Huddy will leave the firm, saying their ambitions for the business no longer match those of owner FE fundinfo. The research house confirmed Huddy will exit the firm in July, shortly before Wright ...

RBA cut expected, but then what?

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... more weight on the domestic flow of data rather than international developments in the monetary policy setting process." Zenith head of asset allocation Damien Hennessy agrees that while the situation with the US has caused uncertainty, Australia has ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half the participants cite investment ...