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Showing 31 - 40 of 402 results for "Investment adviser"

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
The former deputy chief investment officer of Cbus will lead NAB Private Wealth and its subsidiary JBWere as investments chief in 2026. Alexandra Campbell is the new chief investment officer for NAB Private Wealth and JBWere. The parent company has ...

Super moves: ART, TCorp, Future Fund, QIC

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
TCorp has recruited Lucas Hartmann as senior portfolio manager. Most recently, Hartmann served as head of equities, fixed income and alternatives at NGS Super for over eight years, where his responsibilities included implementing derivative overlays. ...

Maria Lykouras nabs new chief gig

JAMIE WILLIAMSON  |  THURSDAY, 27 NOV 2025
The former chief executive of JBWere is taking on a new role, leading an industry association. Maria Lykouras will take over as chief executive of the Stockbrokers and Investment Advisers Association (SIAA) from next week. She replaces Judith Fox, who ...

Hostplus snares LGT Wealth deputy CIO

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
The deputy chief investment officer of LGT Wealth Management has joined the investments team at Hostplus, the $140 billion superannuation fund. Kevin Wan Lum has taken up the post of executive manager of investment research - a critical role given that ...

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
JANA Investment Advisers has elevated six senior leaders, deepening its bench across investment consulting, research and operations. The promotions come after the recent appointments of the firm's new heads of sustainability, infrastructure and ...

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... adviser, family office and high-net-worth clients. Before joining Alexander Funds, Marchueta was a national investment adviser at Millbrook Group, managing diverse portfolios and ensuring alignment with clients' objectives. She previously served as business ...

JANA bolsters senior team with three key appointments

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
JANA Investment Advisers has announced a series of senior appointments, expanding its senior leadership across infrastructure, alternatives, and sustainability. The asset consultant has appointed John Xu as head of infrastructure, Chris McAvoy as head ...

Super moves: AusSuper, Aware, MLC, JANA, VFMC

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
Major players in alternatives and real assets are reshuffling their ranks, with asset consultants, super funds and investment managers all announcing new hires and promotions. AustralianSuper confirmed that head of mid-risk portfolios Jason Peasley ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
While financial services organisations may be comfortable with taking risks, certainly when it comes to investing, there are other types of risks they're not so familiar with. It may be 2025, but we continue to consistently see examples of organisations ...