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Showing 31 - 40 of 658 results for "Asset consultant"

ASIC cancels CPG Research & Advisory's AFSL

RIDDHIMA TALWANI  |  FRIDAY, 10 OCT 2025
... without an AFSL. At one point, CPG had $7 billion in funds under advice, a client note showed, noting that the asset consultant was "Australia's foremost researcher of cash investment". According to CPG's website, it has been a significant contributor ...

State Super offloads investment team to Frontier Advisors

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... part of the deal, the government superannuation fund will take a 23% stake in the industry super fund-backed asset consultant. The two organisations described the arrangement as an "independent chief investment officer" or ICIO service, which is expected ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
Ironbark Asset Management has snapped up a head of wholesale and two national account managers as it ramps up its push into the local market. The team is led by Paula Gigler, based in Sydney, who will report to Ironbark investment solutions chief executive ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
Research and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
The Institute of Managed Account Professionals (IMAP) has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management ...

AMP recruits former SSGA sales manager

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025
... platform business with the appointment of a top sales manager. Amanda Trenfield joins North as senior manager, asset consultant partnerships. Trenfield boasts over 20 years of experience in launching and supporting international and domestic asset management ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
Leading asset consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. ...

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
Custodians are stepping up as regulators target super funds' $3.5 trillion private asset rush. Australia's super funds face mounting scrutiny over their rapid shift into private markets, as concerns grow about transparency, valuations and liquidity ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... bolstered its consulting team with two senior appointments from major investment 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 ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... closely with financial advisers and manage relationships with key research houses and the group's external asset consultant, Russell Investments. Before working at Platinum, he held similar roles at IFM Investors, Northward Capital, and MLC Investment ...