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| | | ... Before that, he'd spent close to two decades at Macquarie working across technology, product, operations and strategy in wealth management and banking. "The board welcomes David in the role... With a strong track record in technology-enabled transformation ... |
| | | | ... licensee has been banned for three years over the way he dealt with an adviser's fees for no service misconduct. Former Crown Wealth Group director and head of compliance Andrew Moore has been banned for three years for failing to recognise the seriousness ... |
| | | | ... regulatory changes that have occurred during her tenure. "Judith has been a passionate advocate for the stockbroking and wealth management sector, leading vital industry discussions and representing the interests of our members with professionalism and ... |
| | | | ... and 2024, King was an authorised representative of Principal Financial Group, Total Financial Solutions Australia, and Wealth Effect Advisory. Further until August 2024, King was a director of Wealth Effect Advisory, King Financial Group (NSW), King ... |
| | | | ... the net asset value. The minimum investment amount is $100,000. Blue Owl president and chief executive of global private wealth Sean Connor said partnering with Koda Capital is a significant step in the firm's global expansion strategy. "Koda's reputation ... |
| | | | ... Super chief investment officer Graeme Miller said the results demonstrate consistent growth in members' retirement wealth and showcase the resilience of well-diversified investment portfolios. "Despite geopolitical headwinds driving market volatility ... |
| | | | ... director, with Andrew Walsh succeeding him as the new chair of the board. Dooley brings over 20 years of experience across wealth management, financial services, and fintech, with a track record of driving strategic growth, cultural transformation, and ... |
| | | | ... manager. Previously, Sunnassee, who has been with the firm for 18 months, worked at Macquarie Group's private banking and wealth management business. "It's been an incredible journey so far, and I'm grateful for all the support, guidance ... |
| | | | Morgan Stanley Wealth Management's former head of investment solutions, Scarlett Dorney, has joined Sandon Capital in much the same role. As head of client solutions at the activist investor, Dorney's role will encompass distribution, strategy ... |
| | | | ... within its chief investment office, strengthening its asset allocation and capital markets leadership. Firstly, the private wealth firm has promoted Matthew Tan to head of asset allocation, acknowledging his significant contribution to the firm's ... |
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