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Showing 51 - 60 of 196 results for "Advisory Group"

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ...

Advisory group appoints head of investment strategy

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
Providence Wealth Advisory Group recently welcomed a former sovereign wealth fund executive as its head of investment strategy. Marc Wait has joined the group in the role, based in Sydney. He was most recently head of treasury at the Emirates' Sovereign ...

American Century appoints local distribution heads

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... Street Global Advisors. Meanwhile, Michelle Kidd, who has been vice president of American Century's Institutional Advisory Group since 2018, has been appointed to head of Australian and New Zealand institutional business. Kidd has 15 years' experience ...

Jarden appoints head of emerging companies research

CHLOE WALKER  |  WEDNESDAY, 1 JUN 2022
The investment and advisory group has announced the promotion of vice president, equity research Ben Brownette to the newly created role of head of emerging companies research. Brownette has over 10 years' experience in equities research, most recently ...

Warakirri adds winery to fund

CHLOE WALKER  |  TUESDAY, 3 MAY 2022
Warakirri Asset Management has announced settlement of Chromy Estate, the home of Josef Chromy Wines in Tasmania, which it has added to its Diversified Agriculture Fund. The state-of-the-art winery, 61-hectare vineyard, restaurant, and cellar door assets ...

Jarden expands research team

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
The investment and advisory group has appointed Ben Lyons and Jon Bishop as co-heads of resources research as it readies a Perth office. Together, the pair have nearly 50 years of experience covering the Australian mining sector. Alongside Nik Burns ...

Franklin Templeton hires from GSFM

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 SEP 2021
Franklin Templeton has appointed a new sales director, hiring from GSFM. Huw O'Grady will join the firm in the position of sales director, based in Melbourne. He joins from GSFM, where O'Grady spent seven years as key account manager, responsible for ...

Alceon launches retail fund

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
After seeing the take up of alternative strategies by institutional and family office investors, Alceon Group has established a retail debt income fund secured by real estate. The Alceon Debt Income Fund is targeting a total annualised return of 5-7% ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Mergers and acquisitions will power the financial advice industry, culminating in the formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of ...

NGS Super awards $150m small caps mandate

KANIKA SOOD  |  MONDAY, 19 JUL 2021
... is Australian FUM. It entered the Australian market in 2018, with Trinh and vice president of the institutional advisory group Michelle Kidd as its leads. NGS Super is currently in the process of merging with Sydney's Australian Catholic Superannuation ...