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Showing 931 - 940 of 2811 results for "Advisory"

Senior appointments at HLB Mann Judd

ELIZA BAVIN  |  WEDNESDAY, 16 DEC 2020
... multinational in size. Additionally, in Sydney the firm has announced several promotions within its tax consulting and business advisory divisions, effective from 1 January 2021. Lauren Whelan has been appointed director - tax consulting. Having joined ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... the group CEO role in the very capable hands of Jodie, who will help build the next part of our journey as a national advisory and wealth firm."

JANA appoints NFP head

KANIKA SOOD  |  MONDAY, 14 DEC 2020
... Wendy Hammond as director of client development and strategy. "My time at JANA has been centered around opening up JANA's advisory and implemented consulting expertise to the wider investment community, initially in the retail advice space and now expanding ...

Regnan launches global equity impact fund

RACHEL ALEMBAKIS  |  FRIDAY, 11 DEC 2020
... taxonomy it has developed, to provide transparency for investors. Regnan is a specialist ESG research, engagement and advisory business that is fully owned by Pendal Group. Regnan expanded its capabilities into global investment management in 2020, following ...

Wealth firm adds university investment chief

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
... growth aspirations, and our advisers look forward to working with him." Walker Lane is a Sydney-based boutique financial advisory and investment management firm.

Investec to close Aussie business

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
... coming 18 months, and 98 staff in total will be impacted. Investec has reached an agreement to spin out its corporate advisory business to a successor entity owned by the senior leadership team. The corporate advisory business will continue as an affiliate ...

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
... investment analyst Chris McAlpine and investment operations analyst Mark Foo are Context's three co-founders. The advisory panel includes WA Super's former chief executive Fabian Ross and former GESB Superannuation chief investment officer Sharon ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... from the new Connectus Wealth Advisers network. Brady & Associates is a private client wealth management and accounting advisory practice headquartered in Sydney. "We are very pleased to have joined Connectus," Brady & Associates founder and managing ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... US-based asset and wealth manager Waddell & Reed Financial, Inc with further plans to offload part of the business to an advisory firm. The transaction values Waddell & Reed Financial at $25 per share or A$2.3 billion, which Macquarie Asset Management ...

BlackRock to buy equity index firm

KARREN VERGARA  |  MONDAY, 30 NOV 2020
... preferences across all asset classes. BlackRock said it will operate Aperio as a separate brand within its US wealth advisory business. Aperio will retain its investment, business development, client service, and ESG-SRI processes under the leadership ...