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Showing 21 - 30 of 1062 results for %22Alliance for%22

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... the same values and ethos. Canion is based in Geneva but will return to Perth a few times throughout the year. "Our new alliance will see me representing The Wealth Designers in Switzerland, the EU and the UK, servicing HNW clients with specialised interests ...

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2023
In a raft of changes citing "evolving business needs", Koda Capital will soon welcome a new chief investment officer and a head of investment research - private markets and opportunistic portfolios. Brigette Leckie is stepping out of the chief investment ...

HUB24 unit Class hires ops manager

ELIZABETH FRY  |  FRIDAY, 1 SEP 2023
... technology firm owned by HUB24 - has appointed Kate Anderson as general manager of operations. Anderson joins from Centrepoint Alliance, where she served as group executive, advice services and solutions. Here, she oversaw strategy development and delivery ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... groups comprising of 4000 advisers. ClearView handed over its financial advice business for $15.2 million to Centrepoint Alliance in 2021, in turn for a 25% shareholding in the latter. Centrepoint also took over ClearView subsidiaries ClearView Financial ...

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... mergers and acquisitions. After seven years at the head of the table, Alan Fisher is stepping down as chair of Centrepoint Alliance. He will be replaced by former ClearView Wealth chief executive Simon Swanson, effective immediately. It comes as the ...

MA Financial Group expands research team

CHLOE WALKER  |  MONDAY, 17 JUL 2023
... Australia head of markets Simon Scott said. "Natural resources have long been a global strength of Moelis & Co, our strategic alliance partner, and we are looking forward to building our resources offering in the Australian market." MA Moelis Australia ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... third place with 310 advisers. It bucked the trend by adding a net of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258), and Capstone Financial Planning ...

Commonwealth Bank backs Wollemi Capital

CHLOE WALKER  |  MONDAY, 10 JUL 2023
... investments in climate linked businesses, Hinchliff added. According to CBA, the investment underpins a broader strategic alliance between the two organisations which will facilitate knowledge and expertise sharing, potential co-investment opportunities ...

RIAA chief executive to exit

ROSE MARY PETRASS  |  FRIDAY, 30 JUN 2023
... stage of growth," O'Connor said. O'Connor will also step aside as chair of the Global Sustainable Investment Alliance (GSIA). UK Sustainable Investment and Finance Association chief executive James Alexander will take over the role. The new RIAA ...

Frontier overhauls research function

ELIZABETH FRY  |  FRIDAY, 2 JUN 2023
Frontier Advisors is restructuring its research team in a way that will see Andrew Kemp become head of defensive assets and private markets. While technically not a promotion, the overhaul widens Kemp's remit and gives him added responsibilities. ...