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Showing 1 - 10 of 32 results for "Institutional Wealth"

Super moves: NGS Super, HESTA, Mercer

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... power, energy & utilities and consumer products sectors. She was an investment analyst with Mercer's institutional wealth business, where she worked with the responsible investments team as well as serving as a private markets specialist. Separately ...

FSC appoints two new directors

ELIZA BAVIN  |  TUESDAY, 16 SEP 2025
... was also previously chief executive of Sunsuper. Before joining Sunsuper, Hartley led NAB's corporate and institutional wealth businesses including Plum Financial Services and JANA Investment Advisers. Hartley previously served on the board of the FSC ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... utility," Ler said. "Both firms benefited from the post-2018 Royal Commission sentiment shift away from major institutional wealth managers like AMP, Insignia, BT, and Colonial First State. "However, these institutions have since evolved to comply with ...

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... Fixed Income business saw inflows, they were partially offset by the loss of a mandate - a large European institutional wealth manager - in the Intermede business. Further, the MLC Reinsurance Investment Fund was launched during the quarter, attracting ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... wealth managers," she said. While joining as a senior investment consultant within the consulting group's institutional wealth business, Jacques had a dual role at the asset consultant, also running portfolio solutions for the managed account division. ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Portfolios have already moved a greater balance between bonds and equities, the head of UBS global family institutional wealth for APAC LH Koh said. "APAC family offices are keen to add more developed markets fixed income (48%) and developed markets ...

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... likely to nab the role. It will be a return of sorts for Hartley, who has previously worked in corporate and institutional wealth at MLC/NAB Wealth, which is now part of Insignia. Hartley was most recently chief executive of AMP's short-lived Australian ...

AMP restructures wealth management, chief exits

KARREN VERGARA  |  MONDAY, 29 MAY 2023
... executive of Sunsuper from 2014 to 2019. Before Sunsuper, he was the executive general manager of corporate and institutional wealth at NAB Wealth from 2009 to 2013; his responsibilities included leading Plum Financial Services and Jana Investment Advisors. ...

Netwealth boosts profit

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
... clients through these difficult conditions by offering the highest quality platform to independent advisers and institutional wealth management firms." The platform does not expect any material changes to its administration fee over the coming financial ...

New lead for Mercer Sentinel

KARREN VERGARA  |  THURSDAY, 15 APR 2021
... Mercer in 2015 as a transition program manager and went on to become a senior Sentinel consultant. Mercer institutional wealth leader Simon Eagleton said: "We're delighted to officially appoint Tricia to lead our Mercer Sentinel team, a move that ...
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