Search Results | Showing 1 - 10 of 282 results for "Asset consultants" |
| | | ... investment team that will work with advisers to have their own portfolios on the platform, and it will also work with asset consultants who wants to offer their portfolios. "The platform will have a menu of different models or portfolios that advisers ... |
| | | | ... Private Bank, building deep relationships across independent advisers, private wealth firms, family offices, asset consultants, and dealer groups. Channel Capital co-head of distribution Byron Slessar said: Keenan's appointment is a deliberate investment ... |
| | | | ... acquisition of consulting firm Encore Advisory Group is one example, and is tipped to be the first of many moves by asset consultants to differentiate their service models as they have scale, the margins, and incentive to support firms in taking the ... |
| | | | ... concerns at the industry level; fees remain central in the discussions between asset owners, asset managers and asset consultants; people and processes are the most important elements to get right; advice free from product conflict is as important as ... |
| | | | ... multi-manager portfolios. Talent exodus hits Zenith, Lonsec and Evidentia In June the battle for experienced asset consultants was heating up. Zenith Investment Partners saw the departure of its lead consultant Steve Tang who joined colleague Ben Davis ... |
| | | | ... role, Shelest will be responsible for strengthening the asset manager's relationships with research houses, asset consultants and investment committees in Australia. He will report to the head of wholesale distribution for Australia and New Zealand Jason ... |
| | | | ... retirement income. In these roles he was involved in managing investor relationships across family offices, advisers, asset consultants, and institutional clients. Most recently Price served as head of distribution and investment operations at Eley Griffiths ... |
| | | | Major players in alternatives and real assets are reshuffling their ranks, with asset consultants, super funds and investment managers all announcing new hires and promotions. AustralianSuper confirmed that head of mid-risk portfolios Jason Peasley ... |
| | | | ... strategic account manager. Baker, who joined Ironbark in 2018, managed key relationships with financial advisers, asset consultants, platforms, wealth management groups, and private clients. Before Ironbark, Baker was distribution director at Capital ... |
| | | | Research and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which ... |
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