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Showing 751 - 760 of 2810 results for "Advisory"

JANA adds three new GM roles

JAMIE WILLIAMSON  |  THURSDAY, 25 NOV 2021
... broad investment strategy and capital markets analysis, including leading asset allocation decision making for JANA's advisory and implemented clients. In the role of general manager, research is Anthony Ballard, formerly senior consultant and head of ...

Plaintiff seeks to ring fence Dixon penalty

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
A plaintiff in the Piper Alderman-led class action against Dixon Advisory is attempting to ring fence the $7.2 million civil penalty determined by ASIC. Kosen-rufu, an applicant in a class action against Evans & Dixon (now E&P Financial Group) and subsidiary ...

Pella Funds Management adds to advisory board

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
Pella Funds Management has announced the appointment of Debbie Alliston to its advisory board. Alliston brings a wealth of experience to the team, having recently retired from her role as chief investment officer at Multi Asset Group and head of portfolio ...

CBA receives regulatory approval for CFS sale

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
... Coombe was named as chair-elect ahead of the acquisition and has since been working with the business in an external advisory capacity. Coombe will lead the business, supporting the execution of strategy and overseeing a program of significant investment ...

AMP Capital retains management of AWOF

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... Capital Wholesale Office Fund (AWOF) is in the best interest of unitholders after seeking advice from an independent advisory committee, lawyers, and financial advisers. AMP Capital was in the running to manage AWOF against two other shortlisted competitors. ...

Willis Towers Watson expands investment team

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 NOV 2021
... Watson has expanded its Australian investments team with four new appointments. Ellie Boston will join the strategic advisory team as director, relocating from London to Sydney. She is an actuary and has been with WTW for 13 years. Grace Szeto has joined ...

Orbis Australia announces leadership changes

CHLOE WALKER  |  TUESDAY, 16 NOV 2021
Orbis Investment Advisory, the contrarian global asset manager and sister company of Allan Gray Australia, has today announced the appointment of Jenny Josling as chair of the company, after almost 15 years at the helm as managing director. Jason Ciccolallo ...

BTC Markets adds to advisory board

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
The digital assets exchange appointed two new senior additions to its advisory board, hiring from ASX and Tyro. David Raper and Garry Duursma joined the advisory board following the release of the final report of the Parliamentary Committee on Australia ...

European syndicate bids for Link subsidiary

KARREN VERGARA  |  FRIDAY, 12 NOV 2021
... it turned its focus to divesting Property Exchange Australia (PEXA). PES provides asset management, loan servicing and advisory services in Ireland, Spain, Greece, and the UK. It has US$17.5 billion ($24bn) in loans and $68.1 billion in funds under m ...

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... Principals' Community offers a series of support services to self-licensed financial advisers. These include a dedicated advisory council, professional governance support, compliance consulting, training and education and access to third-party business ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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