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Showing 41 - 50 of 2805 results for "Advisory"

GESB chief bows out after 10 years

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... four years at Willis Towers Watson as local head of asset consulting and previously led the institutional investment advisory practice at PwC. He also held a role at a London-based investment consultancy, where he headed manager research. Reflecting ...

Magellan strengthens ranks with twin hires

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... Barrenjoey Capital Partners in a $903 million deal, combining the asset manager with its merger partner's trading, advisory and fixed income businesses. Brian Benari will lead the merged entity as chief executive, while Sophia Rahmani will remain ...

U Ethical chief executive departs, successor named

MATTHEW WAI  |  WEDNESDAY, 25 MAR 2026
... senior roles at Hearts and Minds Investment, including a short stint as its chief executive, and was partner at Mavin Advisory Group prior to that. He also served as a committee member and chair at the Financial Services Council for nearly a decade. ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... engagement and delivering a sustainable path forward for all stakeholders." Pereira was the founder of investment and advisory firms, including India Equities Fund, Olympus Funds Management and Tristar Corporate Advisors. He is the former president and ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... is a broader body representing retail and wholesale funds management, super funds, investment platforms and financial advisory networks. Its members include AMP, Australian Ethical, Brighter Super, Colonial First State Investments, Mercer and CareSup ...

Camilla Love heads to RBC BlueBay

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... Love is also the founder of F3, Future Females in Finance. She chairs the Abbotsleigh Foundation and the UNSW Alumni Advisory Committee, and serves as a director of Cache and a member of the UNSW Foundation. Her Alpencrest partner Read Price is a former ...

Fidelity expands ESG role

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... Jaramillo is a non-executive director at the Responsible Investment Association Australasia and served on the PRI Stewardship Advisory Committee from 2017 to 2021. She is also a former member of the Taxonomy Technical Expert Group at the Australian Sustainable ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... iExtend. Lloyd has also been involved in non-profit work, serving as chair of the University of Technology Sydney Law School Advisory Board, UTS's inaugural Philanthropy Board, and The Fathering Project. Commenting on the recently acquired wealth ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... structure on platforms like North reflects how the industry is evolving to close that gap," Rogan added. Family Wealth Advisory managing director Michael Bova said his firm is increasingly integrating private markets into wholesale portfolios because ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... people, and one that reflects wealth management's longstanding reputation as a premium provider of high net worth advisory, fiduciary, philanthropic and not-for-profit offerings in the Australian market," Perpetual chief executive and managing director ...