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Showing 1 - 10 of 209 results for "Asset consulting"

Evidentia ex-chief executive quits chair role amid restructure

RIDDHIMA TALWANI  |  TUESDAY, 3 NOV 2026
... position as head of manager research. The senior leadership team includes Chris Carrodus as general manager of asset consulting, Chris Smith as general manager of implemented portfolios, Hugh Holden as general manager of wealth solution, and Mark Zaglas ...

Evidentia restructures despite booming assets

KARREN VERGARA  |  TUESDAY, 27 OCT 2026
... position as head of manager research. The senior leadership team includes Chris Carrodus as general manager of asset consulting, Chris Smith as general manager of implemented portfolios, Hugh Holden as general manager of wealth solution, and Mark Zaglas ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... financial advice firms in New South Wales and Queensland. He will also focus on Evidentia Private's tailored asset consulting services and private markets solutions. With over two decades of experience in investment management and financial services ...

Future Fund makes two new appointments

ELIZA BAVIN  |  MONDAY, 18 MAY 2026
... Trafford-Walker is a highly experienced investment professional with over 30 years in institutional financial asset consulting and provision of institutional investment advice. She has extensive experience in various leadership roles at Frontier Advisors. ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... 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 manages over $8 billion in client funds and runs its own proprietary ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... oversight for the upcoming platform. Bradley brings more than 25 years of experience across investment management, asset consulting and financial services governance, with deep expertise in portfolio construction, manager research and investment governance ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... relocate to our Angel Place Pitt Street Office over the next six weeks. Clime continues to support advisers through asset consulting, research and portfolio services, maintaining long-term commercial alignment while materially reducing internal complexity," ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
Akambo is expanding its scope, launching an asset consulting business and appointing a former Olympian to a senior role. Akambo has launched Vertex Investment Services, which partners with advice businesses to strengthen investment governance, portfolio ...

GESB chief bows out after 10 years

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... institutional investors. Before joining GESB in 2019, he spent four years at Willis Towers Watson as local head of asset consulting and previously led the institutional investment advisory practice at PwC. He also held a role at a London-based investment ...

Frontier hires senior consultant from JANA

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
Frontier Advisors has hired a senior consultant from a rival asset consulting firm. Martin Langham joins Frontier from JANA Investment Advisors, where he managed client relationships in Australia and New Zealand and led research on equities and alternative ...
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