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Showing 1 - 10 of 309 results for "Investment consultant"

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
Qantas Super has partnered with Ortec Finance, a fintech company headquartered in Rotterdam, as an investment performance consultant. The $8.9 billion corporate super fund will use Ortec's investment performance managed service via an outsourcing arrangement ...

Zenith welcomes back original partner

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
Zenith Investment Partners has announced the return of one of its original partners and senior investment consultant Ben Davis to the business. Davis will return to Zenith at the start of May, working alongside investment director and founding partner ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... infrastructure research at JANA. Schnell, who joined the company in 2017, will transition from his position as senior investment consultant to head of diversified portfolios where he will work closely with JANA's portfolio design team in the development ...

IFM Investors adds to global client solutions team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 MAR 2024
IFM Investors is welcoming a head of global consultant relations, leading its investment consultant and outsourced CIO strategy. Claudia Marciano joined the institution in London last week, coming across from Ashmore Group where she held a similar role. ...

Senior equity manager exits Cbus

ELIZABETH FRY  |  FRIDAY, 1 MAR 2024
... manager research program. Before joining the superannuation fund, Weickart spent seven years as a senior investment consultant at Willis Towers Watson for manager research. She started her investment career at Ipac Securities where she worked for 11 ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... been promoted to general manager, strategy and operations. He joined the firm in August 2023 as a senior investment consultant and has also held strategy roles with MLC Asset Management and NAB Wealth and was a research manager at ANZ. Genium will also ...

JANA wins mandate from public sector super fund

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
JANA has been selected as the investment consultant for the Tasmanian Retirement Benefits Fund (RBF). Following an extensive procurement process supported independently by Deloitte, the asset consultant was awarded the mandate by the Superannuation ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
A financial advice group with close to $2 billion in funds under advice has selected JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset ...

JANA wins another NFP mandate

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
Investment consultant JANA has scored a mandate from a charitable organisation that is the steward of some $1.6 billion in assets. Uniting Financial Services (UFS), the lending and investment arm of the Uniting Church Synod of New South Wales and the ...

Fidelity retirement specialist exits

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... Earlier, he served as the head of institutional business at Investment Solutions, a product manager and investment consultant at J.P. Morgan and an investment consultant at Mercer.
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