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Showing 71 - 80 of 909 results for "Investment Partner"

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Ascalon Capital has added two executives to its growing team as it expands its partnership-driven consulting and adviser-aligned investment solutions. Berit Deagan joins as head of business development and John Burton as head of business solutions. ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Drummond Capital Partners has promoted Adele O'Shannassy to the role, acknowledging her growing leadership within the firm's investment team. O'Shannassy will lead research across asset classes, supporting portfolio construction and strategy ...

Talent exodus hits Zenith, Lonsec and Evidentia

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
Zenith Investment Partners will see the departure of its lead consultant, highlighting the intensifying battle for experienced asset consultants. Zenith lead consultant Steve Tang is understood to have joined colleague Ben Davis at Ascalon Capital. ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
Ascalon Capital has strengthened its leadership team with the appointment of a chief executive and two new partners, including a founder of Zenith Investment Partners. Aubrey Roga joins as chief executive of the investment consulting and asset management ...

Aware Real Estate names new chief

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... recently, as finance chief at Lincoln Place Lifestyle Estates. ARE continues its collaboration with long-term investment partner Barings to complement ARE's expertise in sectors where development management capabilities are particularly essential. ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
Ironbark Investment Partners has expanded its private wealth business with the acquisition of Mercury Private, a Sydney-based high-net-worth and family office firm. Established in May 2015, Mercury offers a range of financial services from investment ...

UniSuper lifts fund manager investment to $100m

ANDREW MCKEAN  |  TUESDAY, 20 MAY 2025
... its total commitment to $100 million. The $149 billion industry fund became Uniseed's exclusive institutional investment partner in March 2022, at which time it made an initial $75 million commitment. Founded in 2000 as a $20 million joint venture between ...

Pennybacker boosts Pacific Current FUM

KARREN VERGARA  |  WEDNESDAY, 30 APR 2025
Pacific Current Group (PAC) saw funds under management (FUM) lift in the first quarter of 2025 thanks to affiliate Pennybacker Capital reporting a 17% jump in total assets. Pacific Current turned in $31 billion in total FUM at the end of March, up from ...

Private capital, active ETFs to continue shake up of financial services: Deloitte

KARREN VERGARA  |  MONDAY, 28 APR 2025
Private capital, active ETFs and tokenisation are set to take the financial services sector by storm over the next three to five years, Deloitte predicts. Deloitte's 2025 Financial Services Industry Predictions report lays out six major forces that ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ...