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Showing 31 - 40 of 584 results for "Asset consultant"

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... from clients but potentially from regulators," the report read. Many advisers are partnering with independent asset consultant or fund managers to help scale their advice delivery, manage business risk, and ensure their clients' expectations are ...

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... resulting in a 7.6% of overall FUM. As reported by Financial Standard, the management team at JANA now fully owns the asset consultant, having bought out the 45% interest owned by Insignia following its acquisition of MLC. Commenting on the quarter ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
The management team at JANA now fully owns the asset consultant, having bought out the 45% interest owned by Insignia Financial following its acquisition of MLC. JANA and Insignia have entered into a binding share sale agreement for the former's ...

Prime Super appoints new board directors

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
Prime Super has appointed two non-executive board directors, effective 1 January 2023. Prime Super added former Club Plus Super chief investment officer Gemma Dooley and Edgehaven managing director Bev Durston. Dooley has more than 30 years' experience ...

Warakirri hires from JANA

ELIZABETH FRY  |  FRIDAY, 2 DEC 2022
Warakirri Asset Management has recruited one of JANA's top investment professionals to run its multi boutique platform. Following a 23-year career with JANA Investment Advisers, Steven Carew joins the firm as it continues to grow its funds management ...

Frontier appoints head of equities

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
The asset consultant has promoted James Gunn to head of equities research, as Fraser Murray prepares to retire after a decade in the role. Gunn has been with Frontier for four years and replaces Murray who is retiring at the end of the year. Frontier ...

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
... Jo Leaper, its high-profile head of operational consulting. Leaper has aspired to this role since joining the asset consultant 12 years ago. "I am incredibly proud to have been provided the opportunity to build the operational consulting team, growing ...

GSFM strengthens distribution capabilities

JAMIE WILLIAMSON  |  TUESDAY, 8 NOV 2022
GSFM has appointed an experienced business development executive to the newly created role of consultant and wholesale distribution. Effective October 31, Michael Angwin has joined the fund manager, reporting to head of retail distribution Stephen Fletcher. ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
The former head of retail at Investors Mutual has taken up the newly created role. Wayne McGauley joined the Wheelhouse Partners team this month, responsible for growing its global and Australian equities capabilities. McGauley is to focus on key accounts ...

New executive director joins Clearway

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
Sally Humphris has joined Clearway Capital Solutions as an executive director. Clearway said Humprhis will help deepen its relationships with the Australian and New Zealand investor market across a range of distribution channels and help current clients ...