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| | | ... its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the fold and carries expertise in investment analysis ... |
| | | | ... opportunity to market and remain dedicated to delivering excellence in trustee services." MA Financial managing director and head of credit investments and lending Frank Danieli said the launch of the MA Credit Income Trust was a "pivotal moment". "We ... |
| | | | ... reflect dissatisfaction with a company's governance, culture, conduct or financial performance," Paul Murphy, Georgeson head of ESG for Asia Pacific, said. "Georgeson strongly encourages companies and their boards to engage with shareholders throughout ... |
| | | | ... Australasia. At Briefcase, he is joined by chief investment officer Martyn Wild, chief technology officer Sean Doherty, and head of distribution Geoff Kellett. "One of the standout benefits of direct indexing is its potential for tax optimisation. By ... |
| | | | Foresight Analytics has appointed a new head of research as it looks to expand its coverage. Rob da Silva joined Foresight Analytics & Ratings, the research subsidiary of the Sydney-based group, last month. He spent more than eight years at SQM Research ... |
| | | | ... and corporate pension funds, financial institutions, and more have also contributed to the fundraising. Hamilton Lane co-head of venture and growth equity Miguel Luina said the close has exceeded its target fund size despite a "difficult fundraising ... |
| | | | ... seamless access to globally leading top-quartile managers," he said. Singapore-based Adam Banks, who is Moonfare's head of Asia Pacific, said: "Our APAC investor relations team is in active discussions with potential clients in Australia. We look ... |
| | | | ... professional priorities, I feel now is the right time to focus on my family and embrace the next chapter ahead." Vivek Bhatia, head of MUFG Pension & Market Services, added: "Frank brings extensive industry expertise and a proven track record of leadership ... |
| | | | ... Warakirri's relationships in the family office, high net worth and retail advisory markets. Reporting to Warakirri head of distribution Stuart Devlin, Faehndrich joins at a pivotal time for the business as it looks to broaden its retail footprint ... |
| | | | ... series of new hires and promotions in response to strong business growth. Matthew Gadsden, who previously served as the head of global equities research, has been appointed to the newly created position of head of research execution. This role focuses ... |
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