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Showing 791 - 800 of 9264 results for "Wealth"

K2 appoints chief executive, wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
K2 Asset Management has named a new chief executive and won a $242 million mandate from an unnamed wealth manager. Hollie Wight has been promoted to chief executive after serving as managing director and head of responsible entity (RE) and trustee services ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... Harding-Davis. Sullivan has spent the last decade at Macquarie, and before that served as a strategy consultant across the wealth management, asset management, and insurance industries. His consulting work followed a two-year tenure as head of wealth ...

Insignia Financial appoints chief technology officer

MATTHEW WAI  |  TUESDAY, 28 JAN 2025
... over 25 years' experience within IT and financial services. He worked in similar capacities at Challenger and Australian Wealth Management before joining Insignia in 2008 as its head of business systems and delivery. Throughout his time at Insignia ...

Martin Currie adds to active ETF stable

KARREN VERGARA  |  TUESDAY, 28 JAN 2025
... are aligning with the evolving preferences of investors who want simple, transparent and scalable solutions to grow their wealth," Franklin Templeton managing director Felicity Walsh said. Last year, Franklin Templeton terminated three of its funds - ...

Super failures, greenwashing: ASIC's key issues in 2025

ELIZA BAVIN  |  TUESDAY, 28 JAN 2025
... market volatility, geopolitical changes, the global accumulation of debt to drive growth, perceived and real inequality of wealth, shifts in the way capital is invested, and advances in artificial intelligence, data and cyber risk, are all key factors ...

Rest appoints first-ever chief of staff

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff. The $93 billion industry with around two million members said the appointee, Gideon Lipman, will help the fund ...

Super moves: ART, QIC, Rest, CareSuper

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... platforms. Most recently, he was head of disclosure and transaction enablement which meant leading the sale of Westpac's wealth business. Before BT, he worked at Challenger Financial Services as a general manager of product and marketing. ART chief ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... appointment ensures that all divisions within the fund continue to have the right focus on retirement outcomes. "Sarah has a wealth of experience in super, and we look forward to her leadership on retirement matters and her collaboration with advisers ...

Fidelity picks Southeast Asia lead

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... succeeds Sabrina Gan who left the firm in December to Goldman Sachs' client solutions group as head of third-party wealth in Southeast Asia. Goh is tasked with leading the US$645 billion firm's Singapore and Southeast Asia strategy, a key growth ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... selection at Morningstar Australia, and spent more than a decade as executive manager, research within Commonwealth Bank's wealth management division. He's also previously held roles with BT Financial Group, Colonial First State, KPMG, and Aon ...