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Showing 41 - 50 of 658 results for "Asset consultant"

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios ...

Talent exodus hits Zenith, Lonsec and Evidentia

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... of its own, bringing in Pierre-Hedzer Marchi as head of quantitative investments and Josh Phillips as senior asset consultant. In a week of musical chairs, the firm has also appointed Chris Robertson as head of portfolio and risk management. Robertson ...

Super moves: PE exec quits Future Fund for ART

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
One of Future Fund's top managers has left to join Australian Retirement Trust as a portfolio manager within the private equity team. Anika Choudhury has left Australia's sovereign wealth fund where she started out a senior analyst nearly five ...

ASFA, JANA release draft guidance on operational due diligence

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
The Association of Superannuation Funds of Australia (ASFA) and asset consultant JANA have released a draft guidance note on investment management operational due diligence ahead of Prudential Standard CPS 230 Operational Risk Management. Shaped through ...

JANA executive jumps to Channel

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
Channel Capital has welcomed a veteran asset consultant to the group as head of investment oversight. The appointment of JANA executive Matthew Griffith underlines Channel Capital's move to enhance its investment and portfolio governance platform. ...

Evidentia announces two new starters

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
Josh Phillips has joined asset consulting firm Evidentia Group as senior asset consultant after 12 years in Aware Super's Australian direct equities team. Evidentia is owned by Generation Development Group. At Aware Super, Phillips served as co-portfolio ...

BlackRock names new insto lead

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
After nearly 20 years, Tim O'Sullivan, BlackRock's head of institutional client business, has decided to retire to pursue a family-founded startup venture. As of September, O'Sullivan will leave the financial services industry entirely ...

Apostle Fund adds two staffers

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... strategies, sourcing best-in-class fund managers, and creating tailored mandates for clients. During his time with the asset consultant, he worked as an investment consultant and an associate portfolio manager. As for Camillo, he arrives from Associated ...

Super moves: Future Fund, WTW

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... our primary business units," the Future Fund said. Interestingly, a former WTW head of credit has rejoined the asset consultant as a director after a two-year break. Simon James has returned to the investment business in Australia to work with clients. ...

Relaxed superannuation preservation rules will sink returns: Frontier

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
... unlisted assets, and warned that permanently relaxing these rules will decrease long-term returns for members. The asset consultant noted that unlisted assets, which diversify portfolios largely comprised of traditional assets and have historically performed ...