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Showing 71 - 80 of 247 results for "Chief of"

Koda Capital, Redwood merge

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
... advisers, and manages over $10 billion on behalf of high-net-worth individuals and non-profits. Its founding partner and chief of staff Quentin Reeve said the two firms have a common goal making the merger a natural fit. "We feel really confident from ...

CALI names chief executive

CASSANDRA BALDINI  |  TUESDAY, 4 OCT 2022
... January, joins after eight years at the Australian Banking Association (ABA) where she held various roles, most recently chief of policy and strategy. AIA Australia chief executive and managing director Damien Mu along with TAL group chief executive ...

Jameson Capital appoints chief operating officer

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... experience in the industry. She returns to Australia following an eight-year stint in London. Most recently she held a chief of staff role at Terra Firma, where she was involved in running the day-to-day operations of the firm. At the London-based private ...

Equity Story plans to throw finfluencers a lifeline

CASSANDRA BALDINI  |  MONDAY, 11 JUL 2022
... lower cost financial advice and education under the same roof." Walker will join Equity Story as full-time editor-in-chief of A Rich Life and will continue to grow the service, while also joining the Equity Story commentary team and participating in ...

SEC fines UBS Financial Services over fraud charges

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... the sale of complex financial products and strategies have a clear understanding of the risks those products present," chief of the Division of Enforcement's Complex Financial Instruments Unit, Osman Nawaz said. "As fiduciaries, advisers also must make ...

Resolution Life builds out Australasian leadership

JAMIE WILLIAMSON  |  TUESDAY, 21 JUN 2022
... customer offerings, claims management and operational performance. He was previously chief human resources officer and chief of staff and joined the business as part of the acquisition of AMP Life. "I am delighted to announce Paul in the chief customer ...

BNY Mellon subsidiary to pay US$1.5m over ESG misstatements

CASSANDRA BALDINI  |  TUESDAY, 24 MAY 2022
... quality review that it disclosed using as part of its investment selection process for certain mutual funds it advised." Co-chief of the SEC Enforcement Division Asset Management Unit and a member of the Task Force, Adam S. Aderton said the commission ...

Chalmers sworn in as treasurer

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
... shadow Treasury team since July 2016 when he was shadow minister for finance. When Labor last held office, he was deputy chief of staff to the treasurer from 2007 to 2010 before becoming the treasurer's chief of staff until 2013. He replaces Josh Frydenberg ...

Tax Practitioners Board adds two new members

ANDREW MCKEAN  |  WEDNESDAY, 6 APR 2022
... profession for more than 15 years. Prior to working with the IPA, Conway was an Australian government treasury ministry chief of staff and senior advisor. He also currently serves as adjunct professor at Deakin University Business School and co-founded ...

Startup launches risk retention option

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... years to customers who would otherwise have been forfeited as a result of a reluctant cancellation. Sarkis is the former chief of Hong Kong-based Silver Tree Asset Management. At iExtend, he is joined by former MLC chief executive Geoff Lloyd who chairs ...