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| | | The Federal Court has dismissed ASIC's claims that a former Freedom Insurance director and staff member were engaged in shocking and harmful sales tactics. Judge Goodman did not accept ASIC's claims that former director Keith Cohen and quality ... |
| | | | Lonsec Research and Ratings has appointed a head of sales, hiring from Challenger Ltd. Anna Schofield brings over 25 years of experience working in financial services distribution and strategic client engagement roles. Before her nine years at Challenger ... |
| | | | ... be instrumental in identifying high-quality opportunities and delivering long-term value for our investors," said Tyndall head of equities Tim Johnston. The appointment follows the departure of Josh Phillips a few months ago. Phillips, formerly a small ... |
| | | | ... will see a top distribution operative take on a wider role. As a result of the integration of teams, Camelia Seric, who was head of distribution wealth management at Merricks Capital, is now leading Regal's broader private wealth distribution team ... |
| | | | ... Granbery's departure. Price joins Lazard with 20 years' experience in the asset management industry. His most recent role was head of Australia Wealth at global asset manager PGIM. Price arrived at the US$1.2 trillion asset management business ... |
| | | | ... firm's leadership. Rejal will report to chief investment officer Suhail Shaikh. Rejal spent 11 years at WTW, most recently as head of liquid diversifying research, responsible for research and allocations in hedge fund, alternative beta, insurance-linked ... |
| | | | ... conducting deep analysis to make informed, risk-aware decisions," he said. Channel Diligence will be led by Erika Jordan, who was head of investment operations and governance at Rest, and Stephanie Sirois, former co-head of the global operational due ... |
| | | | ... remarkable, and HMC Private Credit is exceptionally well-positioned to capitalise on this momentum," he said. HMC Private Credit head, Craig Schloeffel, said the appointment reflects the business's continued focus on expanding its investor relationships ... |
| | | | ... including strong governance, a robust investment process, and a clear value proposition to be considered. Commenting, Vanguard head of financial adviser services Rachel White said the portfolios provide advisers with the best capabilities from the two ... |
| | | | ... Macquarie also broke records in November 2024 when it offloaded AirTrunk. That sale was valued at $24 billion (US$16bn). Head of Macquarie Asset Management Ben Way said the transaction underscores the institution's ability to identify key thematics early ... |
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