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Showing 31 - 40 of 582 results for "Wilson"

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... oversight is already destabilising the SMSF sector and threatens to disrupt the delicate balance of our economic ecosystem." Wilson Advisory senior private wealth adviser Paul Aliprandi said despite concerns, patience is key. "We advise clients to remain ...

Activist fund manager promotes three staffers

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
Wilson Asset Management has promoted three staffers following the launch of two new investment companies this year - an income style product and a fund that backs companies run by founders. William Liu, Anna Milne, and Shaun Weick have taken on new ...

AOF asset settlement delayed, on track for June delisting

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... recent years, including 2 Eden Park Drive, North Ryde and 5 Eden Park Drive and 64 Northbourne Avenue, Canberra. Last May, Wilson Asset Management bought 9.8 million shares in AOF, paying $1.20 per share for its ASX-listed LIC WAM Strategic Value. AOF ...

Analyst promotions: TCorp, Future Fund, CareSuper, Fidante, First Sentier

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... He joined the affiliate from Suncorp Group, where he held a similar role. He also had brief stints at SuperRatings and Wilson Asset Management. Additionally, Melissa (Haomiao) Liu has started a position as an assistant portfolio manager in short-term ...

First Sentier to enter Australian ETF market

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... geared portfolio of Australian shares," Bajic said. First Sentier Investors deputy head of Australian equities growth David Wilson, meanwhile, said that the team has over 25 years' experience of gearing through both rapidly rising and falling markets. ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... since she joined the consultant four years ago. Her promotion follows the departure of Nick Kelly, who recently joined Wilson Asset Management as the portfolio manager for the alternative assets fund. Although Kelly held several titles at the global ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
The chief executive of Sydney-based Capital Haus will assume the role of executive chair of Equity Story Group, as the latter plans to expand its presence in private wealth and funds management. Current executive chair Ross Landles, who will move to ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... will play a pivotal role in growing JANA's business with private wealth firms, advisory practices, and family offices. Wilson will focus on enhancing consulting services and delivering tailored investment solutions to a growing wealth client base. ...

Madigan names chief executive

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... estate debt manager, focused exclusively on institutional clients, has promoted its operating chief to the top job. Chris Wilson succeeds Michael Wood, the firm's founder, and chief investment officer as chief executive. Wood will become executive ...

WTW names head of real assets

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... since she joined the consultant four years ago. Her promotion follows the departure of Nick Kelly, who recently joined Wilson Asset Management as the portfolio manager for the alternative assets fund. Although Kelly held several titles at the global ...