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Showing 1 - 10 of 92 results for "Charlie"

Boutique recruits portfolio manager

KARREN VERGARA  |  WEDNESDAY, 17 NOV 2021
... approach and ensure we are best placed to continue to deliver strong returns for our investors," chief investment officer Charlie Jamieson said. From its Singapore office, Kate Samranvedhya and Ben Wang act as deputy chief investment officer and assistant ...

AustralianSuper, LUCRF push ahead on merger

ELIZABETH MCARTHUR  |  MONDAY, 8 NOV 2021
... AustralianSuper. "We want to provide our members with a quick and seamless transition to AustralianSuper," LUCRF chief executive Charlie Donnelly said. "A successfully completed merger with AustralianSuper will provide LUCRF Super members with market ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... $1.2 million from funders including Magellan, Zip Co chief executive Larry Diamond and Pitcher Partners wealth adviser Charlie Viola. Victoria Devine's popular She's on the Money also recently partnered with roboadviser Six Park for a passive investing ...

JPMorgan Chase acquires financial planning platform

JAMIE WILLIAMSON  |  FRIDAY, 24 SEP 2021
... and scholarship tools, and offers a marketplace of discounted college-level courses. Frank's founder and chief executive Charlie Javice will continue to lead the brand, joining Chase as head of student solutions in its digital products team. Chase co-chief ...

Equip strengthens executive team

JAMIE WILLIAMSON  |  TUESDAY, 31 AUG 2021
... to its executive lineup, appointing an executive officer of growth and employer relations. Previously head of growth, Charlie Yanni has been promoted to the executive team. Similar to his prior role, in the new position he will be responsible for identifying ...

New shareholder at Crescent Wealth

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
The head of Peregrine Corporation, managing director Charlie (Khalil) Shahin has joined Australia's only Islamic super fund and investment manager. Shahin purchased a material shareholding in Crescent Wealth through his family office and joined its ...

AustralianSuper names next merger partner

JAMIE WILLIAMSON  |  TUESDAY, 6 JUL 2021
... continue its "proud and long-standing record of acting in members' best financial interests". LUCRF chief executive Charlie Donnelly said AustralianSuper is also best placed to continue the fund's record of delivering value and returns for members. ...

Lonsec appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
The ratings house has appointed a new chief executive, after it announced Charlie Haynes's impending departure last month. Former Xplore Wealth chief executive Michael Wright will now lead Lonsec, after the ASX-listed platform business was bought ...

Mason Stevens bolsters Melbourne team

ANNABELLE DICKSON  |  WEDNESDAY, 31 MAR 2021
... of Mason Stevens' Melbourne office to increase its distribution. He will join Mitchell and former financial adviser Charlie Green, who manages client relationships and new business opportunities, in the Melbourne office. It was only in January that ...

Lonsec chief to exit, chair welcomed

KARREN VERGARA  |  FRIDAY, 5 MAR 2021
... chief executive of Lonsec will step down after three years, while a new chair, a former BT executive, has been named. Charlie Haynes joined the research house in April 2018, helping reshape and expand subsidiaries Lonsec Research, SuperRatings and Lonsec ...
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