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Showing 1 - 10 of 658 results for "Asset consultant"

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 ...

JANA appoints inaugural chief investment officer

JAMIE WILLIAMSON  |  FRIDAY, 1 MAY 2026
The asset consultant will soon have its own chief investment officer, hiring Matt Wacher to the newly created role. JANA said the appointment reflects its constant evolution as the world in which it operates changes, with client and regulatory expectations ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
FinCap is launching a managed account platform in June which will help wholesale investors access professionally managed private asset exposures. It has also appointed BCA Research as a research partner to support the development of asset allocation ...

Prime Super awards mandate to boutique manager

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
... announced it was ending its long-standing relationship with PATRIZIA, appointing Frontier Advisors as its new asset consultant, effective June 1. This follows a reduction in administration fees and costs, along with the streamlining of its investment ...

Prime Super tweaks fees across offerings

RIDDHIMA TALWANI  |  TUESDAY, 7 APR 2026
... Focused option will close for accumulation members from May 16. It also announced Frontier Advisors as its new asset consultant as of June 1, replacing PATRIZIA, which had partnered with the fund for more than a decade.

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... company said. In the formation of the new business, former Olympian James Tomkins has joined the firm as senior asset consultant, supporting the development of new investment mandates across advice practices and institutional partners alongside Akambo ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Channel Capital has added a distribution director, strengthening its team at a time of growing demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping ...

Prime Super closes two options

KARREN VERGARA  |  WEDNESDAY, 25 MAR 2026
... Defensive assets reduce from 30.7% to 28.4%. Prime Super recently announced that Frontier Advisors will be its asset consultant as of June 1, replacing PATRIZIA, which has been with the fund for more than a decade. Last December, MFS Investment Management ...
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