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Showing 1 - 10 of 311 results for "Investment Adviser"

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
JANA Investment Advisers has announced the appointment of Habib Chebli as director, client development. Chebli will be based in Melbourne and will be responsible for relationships with wholesale and institutional clients. He will be focused on enhancing ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
JANA Investment Advisers has appointed a head of investments, investment trusts, and a head of diversified portfolios, investment trusts. Claire Simpson will take on the role of head of investments, investment trusts and David Schnell is now head of ...

AI poses potential challenge to financial stability: Gensler

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
Artificial intelligence could threaten financial stability, forcing novel macro-prudential strategies, according to US Securities and Exchange Commission (SEC) chair Gary Gensler. In a speech at Yale Law School, Gensler described AI as having "tremendous ...

SIX launches share platform

RACHEL ALEMBAKIS  |  FRIDAY, 9 FEB 2024
A former co-founder of Future Super has launched Sustainable Investment Exchange (SIX), a share trading platform that combines activism and investing. SIX is co-founded by Adam Verwey, a former co-founder of Future Super, and Sophie Hall, an experienced ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... recognises services for a particular locality, field of activity, or group, is Pitcher Partners partner and investment adviser Sue Dahn. Dahn is currently a non-executive director and chair of HESTA's investment committee. She has been a non-executive ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
Funds under management for ethical, responsible and sustainability-themed ETFs surged by more than 24% during 2023, amid a strong year for ETFs broadly. Betashares' latest Australian ETF Review calculates the local ETF industry at a total industry ...

FEAL board welcomes Ian Patrick

ELIZABETH FRY  |  TUESDAY, 19 DEC 2023
Australian Retirement Trust chief investment officer Ian Patrick will replace Paul Watson on the board following the latter's resignation from Hostplus as group executive of member experience. Welcoming Patrick to the board, The Fund Executives ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... sets us apart is how we use strategy and structures to manage this complexity." "Once you pitch yourself as an investment adviser, you have made yourself a commodity who can be easily replaced." Meanwhile, Treysta Wealth Management executive director ...

FCA mulls capital requirements for firms giving bad advice

ANDREW MCKEAN  |  THURSDAY, 30 NOV 2023
The UK's Financial Conduct Authority (FCA) has proposed mandating personal investment firms, commonly known as investment advisers, to pre-emptively calculate and secure sufficient capital for potential redress liabilities. The financial regulator is ...

Escala loses bid to restrain former executives

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
... former investment advisers and partners Paul Sealey and Jonathan Vickers-Willis. The case set in motion when investment adviser William Allen tendered his resigned to take up a role at LGT Crestone. His employment contract had a non-compete period of ...
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