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Showing 1 - 10 of 32 results for "Ibbotson Associates"

Hostplus snares LGT Wealth deputy CIO

ELIZABETH FRY | THURSDAY, 20 NOV 2025

... infrastructure and local and offshore co-investment programs. Earlier in his career, Wan Lum managed portfolios at Ibbotson Associates, Antipodean Capital Management and QIC, focusing on domestic and global equities, multi-manager models and portfolio ...

Head of strategy exits Australian Retirement Trust

ELIZABETH FRY | FRIDAY, 8 NOV 2024

... investments manager at CBHS Health Fund and has also done stints as a consultant at Russell Investments and Ibbotson Associates.

Reality TV star joins advice fintech

KARREN VERGARA | TUESDAY, 27 JUL 2021

... of Survivor Australia: Brains vs. Brawns. Prior to Count Financial, he worked at Total Financial Solutions, Ibbotson Associates and Midwinter. PADUA, which provides advisers outsourced paraplanning and transition services, recently named a new chair ...

Netwealth welcomes new distribution head

JAMIE WILLIAMSON | WEDNESDAY, 16 OCT 2019

... also previously held roles with Macquarie and Vanguard. He is a former head of managed account solutions for Ibbotson Associates and served as managing director, head of distribution at Ralton Asset Management between 2007 and 2011. Earlier this month ...

Global equities boutique opens Australian office

JAMIE WILLIAMSON | TUESDAY, 21 MAY 2019

... Advisers' investment committee. She served at Perpetual for more than five years, prior to which she was at Ibbotson Associates. She has also previously held roles with BlackRock and ING. She will report directly to Sustainable Growth Advisers' ...

Pendal appoints head of distribution

KARREN VERGARA | MONDAY, 27 AUG 2018

... 2003 and has held several roles, including: chief executive of Morningstar Australasia; managing director, Ibbotson Associates (now Morningstar Investment Management). Prior to this, he also worked for investment research firm ASSIRT, AMP Consulting ...

NAB director joins global manager

JAMIE WILLIAMSON | MONDAY, 13 AUG 2018

... where he was director of institutional business. He also previously held roles with Apostle Asset Management, Ibbotson Associates, BlackRock and Barclays Global Investors. "We are pleased to welcome Glen on board. Glen joins us at a timely juncture where ...

IOOF corporate development GM joins Australian Ethical

ALEX BURKE | WEDNESDAY, 21 FEB 2018

... operations. Before IOOF, Orr was director finance, India and Asia-Pacific at S&P, chief operating officer at Ibbotson associates, head of research at Morningstar and senior audit manager superannuation with Ernst & Young. She is also currently a director ...

Padua founder takes on new role

ALEX BURKE | WEDNESDAY, 22 FEB 2017

... with his sister and managing director, Anne-Marie Esler. Matt has previously been head of adviser services at Ibbotson Associates (now fully integrated under the Morningstar brand) and head of technical services at Advance Asset Management. He is also ...

Ibbotson adopts Morningstar brand

ALEX BURKE | MONDAY, 18 APR 2016

Ibbotson Associates Australia has announced it will rebrand under its parent company. From July 1, Ibbotson will be renamed Morningstar Investment Management Australia, a move that Ibbotson managing director Chris Galloway said is a "further step in ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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