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Showing 1 - 10 of 665 results for "Asset consultant"

Alceon strengthen capital raising leadership

VINNY VUCAGO  |  TUESDAY, 3 NOV 2026
Alceon has restructured its capital raising leadership, appointing a new head of wholesale capital and establishing dedicated oversight of institutional investor relationships as demand for private market investments grows. The investment firm as appointed ...

End of an era as Bowater leaves Frontier

MICHELLE BALTAZAR  |  THURSDAY, 10 SEP 2026
Industry veteran Kim Bowater is leaving Frontier Advisors after 24 years, marking the departure of one of the asset consultant's most senior figures. The director of consulting started at Frontier in 2002, climbing the ranks to reach the firm's ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... the market: firms that have traditionally served institutional clients are now moving into the wealth market. Asset consultant JANA Investment Advisers recently created the role of general manager of wealth, appointing Zac Leman, who previously ran managed ...

Apostle names new head of distribution

MATTHEW WAI  |  TUESDAY, 4 AUG 2026
Apostle Funds Management has named a new head of distribution shortly after securing its chief executive. Jonas Daly is joining the firm this week and will lead its national distribution team to oversee the firm's institutional and wholesale distribution ...

Special Feature: Beyond safekeeping

BRENDAN SWIFT  |  MONDAY, 27 JUL 2026
Bigger funds demand bigger capabilities. As Australia's super sector moves towards the trillion-dollar era, custodians are stepping out of the shadows and into a more strategic role, with data stewardship, private markets expertise and AI capability ...

State Street IM Australian investments lead to retire

KARREN VERGARA  |  FRIDAY, 24 JUL 2026
... promoted to the role of Australian head of investments. Before joining SSGA, he was a consulting actuary and senior asset consultant at NSP Buck. "Jonathan has served our organisation for more than two decades. We are grateful for his leadership and ...

T. Rowe Price names head of intermediary for Australia

MATTHEW WAI  |  WEDNESDAY, 10 JUN 2026
T. Rowe Price has appointed a head of intermediary for Australia, following a three-month absence in the role after Jonathon Ross' departure in March. Heath Branigan has assumed the role at the beginning of the month, now reporting to head of Asia ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... management investment solutions Rebecca Jacques says: "We totally understand some of ASIC's concerns." The asset consultant acts as a matchmaker, vetting private lenders and connecting them with the right capital. "As you go down into less sophisticated ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... function for Australian-based financial advisers is Aequitas' latest recruit. Mark Stephan joins as a principal asset consultant at Aequitas Investment Partners, a Melbourne-based asset consulting group for financial advisers. Founded in 2010, Aequitas ...

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
The asset consultant picked BT's former managed accounts lead to head up its wealth division. JANA Investment Advisers has appointed Zac Leman to the newly created position of general manager, wealth. Leman was most recently head of managed accounts ...
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