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Showing 51 - 60 of 397 results for "Investment adviser"

Macquarie heavyweights headline 2025 Impact Investment Summit Asia Pacific

KARREN VERGARA  |  FRIDAY, 14 MAR 2025
The 2025 Impact Investment Summit Asia Pacific is set to be the biggest ever, featuring heavyweights from Macquarie Group, such as Viktor Shvets and former chief executive Nicholas Moore, who will headline this year's event that focuses on scaling ...

Alexander Funds recruits regional manager

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... Inifer said. Before joining the fixed income and credit boutique, she worked at Millbrook Group as national investment adviser, responsible for managing a diverse range of portfolios and ensuring alignment with client needs. Before that, Marchueta was ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
JANA Investment Advisers has taken steps to strengthen its research team through a series of new hires and promotions in response to strong business growth. Matthew Gadsden, who previously served as the head of global equities research, has been appointed ...

VFMC wraps up leadership changes

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
Victorian Funds Management Corporation (VFMC) has fine-tuned its absolute returns team following an overhaul of the investment function late last year. The absolute returns team manages private credit and hedge fund exposures within client portfolios. ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
Almost two out of three investment advisers are looking to increase their asset allocation into private markets this year, a survey found. The survey comes amid a similar study compiled by Coller Capital, highlighting that one in three investors will ...

Hostplus names deputy CIO

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
Hostplus has promoted Susan Orr to deputy investment chief following the recent departure of Con Michalakis who has taken on the top investment job at Funds SA. The $115 billion industry fund for hospitality workers confirmed that Orr will now serve ...

JANA consultant heads to Qatar

ELIZABETH FRY  |  TUESDAY, 10 DEC 2024
JANA Investment Advisers has lost a senior consultant to one of Qatar's largest pension funds. After five years at JANA, Kishodaran Letchumanan has joined the General Retirement and Social Insurance Authority (GRSIA) - the pension fund for Qatari ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC. Davis, who was the sole director and responsible manager of Wise Investment Advisers, has been barred from providing financial services, controlling an entity that ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
The financial advice industry has finally earned "profession" status and has the potential to self-regulate in the near future, according to Financial Advice Association Australia (FAAA) chair David Sharpe. In six years' time, Sharp believes the advice ...

Former Western AM investment chief charged for 'cherry-picking'

MATTHEW WAI  |  TUESDAY, 26 NOV 2024
The Securities and Exchange Commission (SEC) has charged former Western Asset co-chief investment officer Ken Leech for "engaging in a multi-year scheme to allocate favourable trades to certain portfolios." The SEC alleges Leech engaged in the conduct ...