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Showing 451 - 460 of 6939 results for "Local"

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
... suburban accountant. We only see this trend increasing," Simmons said. "As we continue to grow, we are reinvesting in our local client services team. Mergers with likeminded firms such as Reynolds Advisory and CMS are helping to build broader and deeper ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... asset consulting, strategic accounts, platforms and strategic solutions. He will report to Fidelity International's local managing director Simon Glazier. De Pourbaix has over 20 years of experience in the wealth management industry, including with ...

Asena Family Office adds chief investment officer

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
The local arm of the US-based Asena Family Office has snared the high-profile John Likos as its investment chief. Likos - who has over 20 years of experience in financial markets - joins from BondAdviser, an employee-owned financial services provider ...

US election to add to inflation woes: Experts

ELIZA BAVIN  |  TUESDAY, 5 NOV 2024
... experts are weighing in on how either a Republican or Democratic win may impact markets. US shares were lower on Monday (local time) ahead of the election, as polls continue to indicate it will be a tight race. Commonwealth Bank senior economist Belinda ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... chief executive Krishan Mishra during the FPSB's 20 th anniversary celebrations, is to support CFP professionals in meeting local regulatory requirements when pursuing employment opportunities across borders. The two organisations will team up to develop ...

Future Fund delivers strong 11.9% return

ELIZA BAVIN  |  FRIDAY, 1 NOV 2024
... it seeks attractive risk-adjusted returns. "We have continued to pursue investments that provide greater exposure to the local currency and protection against higher inflation. The portfolio is positioned towards the middle of its risk settings."

GAM hires new local lead from Bennelong

ELIZABETH FRY  |  THURSDAY, 31 OCT 2024
... years at Fisher Investments, working in both research and client-facing roles. During his time at Fisher, he opened the local Australian affiliate office. Finnell began his career as a financial adviser with Ameriprise Financial. "Eric is a fantastic ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... business. Crothers has been appointed director of global wealth solutions at the private equity giant. Reporting to the local head of KKR client solutions Nicholas Hyde, she will be covering the local wealth market and selling KKR's alternative investments. ...

MLC AM awards listed property mandate

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... MultiActive portfolios for over 14 years". Cohen & Steers believe the drivers of real estate fundamentals are inherently local, and benefit from having analysts on the ground in the regions they cover, MLC added, noting it has a multi-pronged approach ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... effectively creates "nuclear dump zones" off the coast of Perth and Port Adelaide, without any community consultation or local support. "Everyone can see AUKUS is sinking, the question is now becoming how much environmental and financial damage it will ...