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Showing 71 - 80 of 2830 results for "Advisory"

Camilla Love heads to RBC BlueBay

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... Love is also the founder of F3, Future Females in Finance. She chairs the Abbotsleigh Foundation and the UNSW Alumni Advisory Committee, and serves as a director of Cache and a member of the UNSW Foundation. Her Alpencrest partner Read Price is a former ...

Fidelity expands ESG role

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... Jaramillo is a non-executive director at the Responsible Investment Association Australasia and served on the PRI Stewardship Advisory Committee from 2017 to 2021. She is also a former member of the Taxonomy Technical Expert Group at the Australian Sustainable ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... iExtend. Lloyd has also been involved in non-profit work, serving as chair of the University of Technology Sydney Law School Advisory Board, UTS's inaugural Philanthropy Board, and The Fathering Project. Commenting on the recently acquired wealth ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... structure on platforms like North reflects how the industry is evolving to close that gap," Rogan added. Family Wealth Advisory managing director Michael Bova said his firm is increasingly integrating private markets into wholesale portfolios because ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... people, and one that reflects wealth management's longstanding reputation as a premium provider of high net worth advisory, fiduciary, philanthropic and not-for-profit offerings in the Australian market," Perpetual chief executive and managing director ...

First Super names acting chief executive

ELIZA BAVIN  |  MONDAY, 16 MAR 2026
... effective April. Watson served as chief executive of First Super for about 13 years, having joined in 2013 from business advisory Evans&Peck. Prior to First Super, Watson held senior roles at Statewide Super, TransAdelaide, and was general manager of ...

Warakirri bolsters distribution squad

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... Warakirri Asset Management has added a business development manager to its distribution team, expanding coverage of retail advisory, family office and high-net-worth clients in New South Wales, the ACT and Queensland. Based in Sydney, Rory Irvine joins ...

Evidentia names chief investment strategist

MATTHEW WAI  |  THURSDAY, 5 MAR 2026
... total FUM of $34.5 billion. Its network also continues to expand, including via the acquisition of a practice management advisory firm in November.

Silvercrest AM expands into Australia, launches fund

ELIZA BAVIN  |  TUESDAY, 3 MAR 2026
... It offers a suite of equity strategies to institutional investors and provides traditional and alternative investment advisory and family office services to wealthy families. As of 30 September 2025, the firm reported assets under management of US$37.6 ...

Former IFM executives branch out, launch Black Kite Partners

KARREN VERGARA  |  MONDAY, 2 MAR 2026
... Equity, in the coming four to five years. Black Kite continues to manage IFM's private equity portfolio and provide advisory services for six investments, including PRP Diagnostic Imaging. Kerley said Black Kite is designed to create a focused and ...