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Showing 531 - 540 of 1105 results for "CALI"

Willis Towers Watson bolsters senior management

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
Willis Towers Watson is expanding its local senior management with the appointment of a former Funds SA portfolio manager. Fresh from an 11-year career with Funds SA, Simon James has linked with the global consulting firm as its new Australian head ...

Parametric expands alternative risk premia offering

KANIKA SOOD  |  TUESDAY, 26 JUN 2018
Parametric has teamed up with a California-based smart beta and asset allocation specialist to deliver a strategy for Australian institutional investors aiming to top the standard 'black box' hedge fund approach to investing. Systematic Alternative ...

J.P. Morgan expands Australian distribution

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
J.P. Morgan Asset Management appointed two executives from CFSGAM and Dimensional as it bolsters distribution in Australia. Joining the $2.3 trillion asset manager's Australian business are James Matt and Jacqui Crothers. Matt will work as a JPMAM consultant ...

Boutique asset managers co-appoint distribution head

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
Two boutique asset managers jointly appointed a new head of distribution for the Australian market. Katana Asset Management has about $60 million split between a listed investment company and an unlisted unit trust, while Insync Funds Management has ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
A boutique financial advice group appointed three senior leaders to further support its growing adviser network, including a newly-created head of adviser experience role. In announcing the hires, Fitzpatricks Group said the appointments will significantly ...

Tribeca to become wholly owned by management

ALEX BURKE  |  TUESDAY, 12 JUN 2018
Tribeca Investment Partners is acquiring the equity stake of its longstanding distribution partner, after which it will be 100% owned by its management executives for the first time in 10 years. This will occur once the buy-back process with Grant Samuel ...

Former Sunsuper boss links with EQT

HARRISON WORLEY  |  FRIDAY, 8 JUN 2018
Equity Trustees has appointed a former Sunsuper chief executive as chair to subsidiary. Tony Lally will join the board of Equity Trustees Superannuation as chair; current chair John Crocker retire from his position. Equity Trustees managing director ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
A wealth manager with about $27 billion in assets under management has signed on to use Praemium's managed accounts services. Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed ...

Pengana partners with credit boutique

KANIKA SOOD  |  FRIDAY, 1 JUN 2018
Pengana Capital, which specialises in listed equities, is acquiring a minority stake in a boutique credit investment manager that offers credit funds for high-net-worth investors. Global Credit Investment (GCI) is a specialist fixed income and credit ...

Asset consultant expands leadership

HARRISON WORLEY  |  FRIDAY, 1 JUN 2018
An asset consultant with more than $300 billion under advice has added to its leadership team. Frontier Advisors is appointing former AustralianSuper general manager of people and culture Margie Hill to the role of head of people. Linking with the firm ...