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Showing 871 - 880 of 2810 results for "Advisory"

Frontier hires from UK partner

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
... trustees on strategic asset allocation, manager selection and governance matters. He was also a member of the wealth advisory team and head of manager research for regional equity sector. Prior to LCP, Green was a senior investment analyst at Willis ...

Perks names investment chair

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
... director from associate director last year. Perks is South Australia's largest privately-owned accounting and wealth advisory firm with over $1 billion in funds under management.

MLC GM joins dealer group

ELIZABETH MCARTHUR  |  TUESDAY, 20 APR 2021
... self-licensing," he said. "Our aim is to strike the balance between being big enough to maximise the value we can deliver to our advisory firms and their customers, while maintaining the family-owned culture and community Wealth Market is recognised ...

Mainstream moves forward with SS&C

ANNABELLE DICKSON  |  MONDAY, 19 APR 2021
... the Australian market and would retain Mainstream chief executive Martin Smith. Mainstream is being advised by Miles Advisory Partners as financial adviser and Maddocks as legal adviser and SS&C is being advised by Citi as financial adviser and Gilbert ...

WTW commits to net zero

ELIZABETH MCARTHUR  |  FRIDAY, 16 APR 2021
... investment portfolio in question has $166 billion in assets under management globally. "We will also continue to work with our advisory clients to set out and deliver on their own climate-related goals via Carbon Journey Plans, including analytics on ...

WTW head of strategic advisory resigns

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
A long-serving Willis Towers Watson executive has left after more than 12 years with the firm. Head of strategic advisory for investments Jessica Melville confirmed that she has resigned from WTW. Her most recent responsibilities were advising asset ...

Multi-boutique launches farmland fund

JAMIE WILLIAMSON  |  TUESDAY, 13 APR 2021
... success we have had with a similar strategy we developed for wholesale investors, including family offices, charities and advisory groups," he said. "That fund has recently completed deployment of its initial capital raising, establishing a foundation ...

Mainstream obtains superior takeover offer

ANNABELLE DICKSON  |  TUESDAY, 13 APR 2021
... the Australian market and would retain Mainstream chief executive Martin Smith. Mainstream is being advised by Miles Advisory Partners as financial adviser and Maddocks as legal adviser and SS&C is being advised by Citi as financial adviser and Gilbert ...

Alceon merges real estate unit

KARREN VERGARA  |  MONDAY, 12 APR 2021
... secured a further $10 million of investor commitments. It aims to deliver annualised returns between 7% to 8%. Alceon is an advisory and investment firm, helping high-net-worth, family office and institutional clients invest across real estate, private ...

Evergreen Consultants bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 12 APR 2021
Investment advisory Evergreen Consultants has made two key senior hires, including the addition of a funds management veteran. Michael Ohlsson, former chief executive of Supervised Investments, has joined Evergreen as a partner in the business and executive ...