Search Results | Showing 41 - 50 of 409 results for "Investment adviser" |
| | | The deputy chief investment officer of LGT Wealth Management has joined the investments team at Hostplus, the $140 billion superannuation fund. Kevin Wan Lum has taken up the post of executive manager of investment research - a critical role given that ... |
| | | | ... adviser, family office and high-net-worth clients. Before joining Alexander Funds, Marchueta was a national investment adviser at Millbrook Group, managing diverse portfolios and ensuring alignment with clients' objectives. She previously served as business ... |
| | | | JANA Investment Advisers has elevated six senior leaders, deepening its bench across investment consulting, research and operations. The promotions come after the recent appointments of the firm's new heads of sustainability, infrastructure and ... |
| | | | JANA Investment Advisers has announced a series of senior appointments, expanding its senior leadership across infrastructure, alternatives, and sustainability. The asset consultant has appointed John Xu as head of infrastructure, Chris McAvoy as head ... |
| | | | Major players in alternatives and real assets are reshuffling their ranks, with asset consultants, super funds and investment managers all announcing new hires and promotions. AustralianSuper confirmed that head of mid-risk portfolios Jason Peasley ... |
| | | | Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ... |
| | | | While financial services organisations may be comfortable with taking risks, certainly when it comes to investing, there are other types of risks they're not so familiar with. It may be 2025, but we continue to consistently see examples of organisations ... |
| | | | The Financial Services Council (FSC) has welcomed two new directors; Scott Hartley and Daniel Shrimski, to its board. Hartley has been a leader of the Australian superannuation industry for more than two decades. He currently serves as chief executive ... |
| | | | ... business management unit. Last month, Focus Partners Wealth was named as the top fastest growing registered investment adviser firm in the US by an industry publication, based on a list of top 50 firms with more than US$500 million in assets under management ... |
| | | | Leading asset consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. ... |
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