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Showing 31 - 40 of 313 results for "Investment Adviser"

High-net-worth investors richer, optimistic

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
Australia's high-net-worth (HNW) investors have multiplied in size and wealth, controlling $2.77 trillion in investable assets, new research shows. New research commissioned by Praemium and carried out by Investment Trends found the total number of ...

Frontier wins NZ client

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
... billion in funds under management. The board chose to create an investment committee with an institutional investment adviser, a mandate which Frontier won after a tender process. TECT general manager Wayne Werder said Frontier was chosen based on cultural ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... invest is led by the firm's partner Kane Baranow, office and communications manager Tom Hamilton and senior investment adviser Michael Turner.

Ord Minnett names head of equities

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... Bank for five-and-a-half years. Ord Minnett recently appointed a new state manager for Queensland and senior investment adviser. David Lane joined the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit ...

Fidelity nabs ESG expert from HESTA

ELIZABETH MCARTHUR  |  THURSDAY, 12 AUG 2021
... sustainability practices into our investment process." At HESTA, Jaramillo was most recently senior responsible investment adviser. During her time at the fund, she founded 40:40 Vision, an investor led initiative to drive gender diversity in the C-suite ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Ord Minnett named a new state manager for Queensland who will also act as a senior investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Crestone Wealth Management has hired its sixth investment adviser in the past year in a bid to expand its footprint in Brisbane. John Paul Geribello is the latest to join as an investment adviser this month, taking total staff numbers in Brisbane to ...

Hamilton Wealth Partners co-founder leaves

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... working, I would like to wish Ian the very best for the future." Hamilton said the firm has hired a senior investment adviser, due to commence on July 1. The firm advises high-net-worth clients and has about $750 million in funds under advice. It has ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... independent financial advisers and boutique planning groups. Prior to this, he was a private banker at BT and investment adviser at Macquarie Group. Bullock said the strong growth of the Australian business has created a need for additional senior personnel. ...