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Showing 1 - 10 of 23 results for "Adviser solutions"

Natixis IM country head exits to lead Evidentia Group

VINNY VUCAGO  |  FRIDAY, 29 MAY 2026
... Solutions were integrated into a larger managed accounts platform focused on governance, risk management and adviser solutions. Smith said it had been "particularly rewarding" to see the two businesses come together under Wright's leadership to create ...

Pinnacle takes over Pacific Asset Management

KARREN VERGARA  |  WEDNESDAY, 4 FEB 2026
... manager has $27.3 billion in funds under management (FUM). It operates two core streams: technology-enabled adviser solutions and single-manager solutions. The single-manager solutions offer equity, credit and liquid alternative strategies. It also provides ...

DASH reshapes leadership team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... growth spurt. The structural shift sees Terri Ho take on the role of chief risk officer, shifting from head of adviser solutions, while former chief commercial officer Mark Papendieck steps into the role of chief operating officer. Ho will oversee governance ...

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... function, Lonsec's former executive director of sales and service Marc Hraiki has been appointed general manager for adviser solutions. He will be responsible for driving business growth and engagement as well as delivering solutions for advisers and ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... of breed service is a logical extension to WealthO2's existing discretionary and non-discretionary (ROA) adviser solutions across investments and superannuation. The best of breed managers not only bring their investment expertise but also the scale ...

Bellmont adds to distribution team

KARREN VERGARA  |  MONDAY, 3 MAY 2021
Bellmont Securities has made a new hire to its distribution team in Perth. Paul Reilly leads the adviser solutions team, joining from Financial Framework where he was a director and financial adviser for over seven years. Reilly was previously a senior ...

Bellmont expands distribution capability

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
Bellmont Securities has hired a sales manager of adviser solutions in a bid to expand its managed accounts offering. Ben Bell joined the Sydney-based firm this month, recently working at Aberdeen Standard Investments (ASI) as an associate director in ...

Morningstar appoints adviser solutions head

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
Morningstar has tapped HUB24's senior business development ranks to appoint an adviser and asset management solutions lead. HUB24 senior business development manager Doug Hope has joined Morningstar, with the former Macquarie Wrap key account manager ...

InvestSense hires head of adviser solutions

KARREN VERGARA  |  THURSDAY, 14 FEB 2019
... InvestSense recently appointed the former head of distribution at Russell Investments as the director and head of adviser solutions. Paul Carrington spent 13 years at Russell Investments and prior to that worked as a financial adviser at Carrington Financial ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
A former head of adviser solutions at Morningstar Australasia is taking on a newly created role at Milliman. Andrew Whelan has been appointed as director, adviser services at the actuarial firm. He will be responsible for spearheading the development ...
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