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Showing 761 - 770 of 10857 results for "Appointment"

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
After six years at Fidante Partners, Matthew Holberton has left to join Ares Wealth Management Solutions. The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his ...

Sandi Orleow joins ECP board

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
The professional director has joined the board of ECP Asset Management. Sandi Orleow joins Angela Obree as the second non-executive director of the company. Orleow has over three decades of experience in financial services, asset management, superannuation ...

Mercer snaps up Northern Trust AM exec

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
A Northern Trust Asset Management executive is quitting her post as the head of strategic partnerships for Australia and New Zealand and rejoining Mercer. Amber Morgan was at Northern Trust AM for almost two years developing investment solutions for ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
The private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
Axius Partners, a capital formation and advisory firm, has welcomed a new executive director. Phil Filippelis joins from Commonwealth Bank where he served as head of global portfolio solutions and deputy investment chief. "We are delighted to have Phil ...

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
PIMCO has appointed a new head of wealth management for its Australian business, promoting from within. David Orazio replaces Brendon Rodda, who has since left PIMCO for a distribution role at Allianz Retire+. Before joining PIMCO in 2015, he was the ...

Super, insurance, and bank boards' 'poor practices' targeted by APRA

ANDREW MCKEAN  |  THURSDAY, 6 MAR 2025
The boards of superannuation trustees, insurers, and banks are on notice, with APRA proposing changes to "strengthen and streamline" governance requirements. The regulator has released eight proposals in what marks the first "significant update" of ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... alongside Entireti's other businesses, Fortnum Private Wealth and Personal Financial Services. It follows the appointment of an external creative agency and consultation with The Advisers Association, the group's employees and financial advisers. ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
Praemium appointed a chief financial officer to replace Dave Coulter in the interim. Simon Moore is the temporary finance chief as Praemium searches for permanent replacement. Coulter was in the chief financial officer role from March 2022. Prior to ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
A long-serving investment professional has been appointed to the top investment job at Heritvest Family Office. George Nassios will report to Will Zhang, chief executive of Heritvest, a multi-family office service provider with a regional presence. ...