Search Results | Showing 31 - 40 of 922 results for "Consultants" |
| | | ... dealer groups, independent financial advisers, private wealth firms, family offices, research houses, platforms, and consultants. She brings over 20 years of industry experience, including nine years in the wealth distribution team at BlackRock, where ... |
| | | | ... Mark's leadership, with a focus on enhancing our affiliate model, strengthening our relationships with clients and consultants, and maintaining a solid foundation for future business growth," he added. Steinberg will step down at the end of the year ... |
| | | | 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 ... |
| | | | ... its newly established investment analyst pool. Alice Berriman and Andrew Longmore have been promoted to principal consultants and Joanna Yang as senior consultant. Mahalia Hope, Keshia Audrey and Nathan Gelb moved from associates to consultants in the ... |
| | | | ... standards of ourselves as a profession and this is reflected in the standard of portfolio management from the asset consultants, investment teams and the advisers who connect these capabilities to each client's own circumstances," Potter said. "The ... |
| | | | ... executive, platforms at AMP. "She will play a key role in helping our team deliver great outcomes that benefit asset consultants, advisers and their clients." Trenfield will report into Rory Scott, head of strategic growth at North. In July, AMP named ... |
| | | | ... models - spanning FinCap-branded offerings, white-label solutions, and bespoke implementations guided by research consultants and advisors. The new managed accounts platform builds on FinCap's established presence in private capital markets. Initial ... |
| | | | ... picked up opportunities that traditional analyst completely missed. Nevertheless, AI might identify patterns; the asset consultants interpret what those patterns mean for the super funds' unique circumstances and objectives. Asset consultants like ... |
| | | | ... of investment management experience to this role, most of it spent working with pension funds, institutional asset consultants and endowments. "I'm extremely excited about being closer to the end client and supporting advisers to build customised ... |
| | | | ... grown tenfold and continue to be the fastest growing offer in market thanks to the support from our advisers, asset consultants, and fund managers we work with." AMP general manager of managed portfolios and investments David Hutchison added that not ... |
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