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Showing 1 - 10 of 453 results for "Josh"

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... planning and administration, portfolio structure and tax management, and home-lending solutions. With Raff retiring in mid-2011, Josh Pope joined Asset Partners in 2012 as a principal. Asset Partners operates a fee-for-service model under a "two adviser ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... equities team, Haydn Scott as principal of private wealth solutions, Chris Robertson as head of portfolio & risk management, and Josh Phillips as a senior asset consultant. The managed account specialist is owned by Generation Development Group.

Partners Group launches new strategy, appoints lead

MATTHEW WAI  |  WEDNESDAY, 21 JAN 2026
A Sydney-based executive has joined Partners Group as the global head of special opportunities to oversee the business's latest offering. Partners Group has launched a special opportunities strategy, dubbed a complementary program alongside private ...

HESTA logs record downsizer contributions in 2025

RIDDHIMA TALWANI  |  THURSDAY, 15 JAN 2026
... a positive sign for cities struggling with the housing affordability challenge. HESTA chief engagement and growth officer Josh Parisotto said that while there can be strong benefit, it's important to understand the impact of downsizing on Age Pension ...

Super moves: AustralianSuper, UniSuper, Team Super, CFS, TAL

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
Josh Perkins has joined AustralianSuper as a senior analyst in the real assets valuation and pricing team, following a five-year tenure at Knight Frank. The chartered surveyor brings advanced analytical and asset management skills honed within Knight ...

Prime Super awards fixed income mandate

RIDDHIMA TALWANI  |  WEDNESDAY, 10 DEC 2025
... top government and credit bonds. MFS Investment Management senior managing director and head of Australia and New Zealand Josh Barton said: "We are honoured that Prime Super has entrusted us with managing an active global fixed income mandate, and this ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... retirement, MFS said. In particular, MFS Investment Management senior managing director and head of Australia and New Zealand Josh Barton said he is observing younger generations seeking advice earlier. "Younger generations seeking advice earlier and ...

Tyndall AM boosts small cap team

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... long-term value for our investors," said Tyndall head of equities Tim Johnston. The appointment follows the departure of Josh Phillips a few months ago. Phillips, formerly a small cap analyst at Aware Super, joined as co-portfolio manager in the small ...

Banned director sentenced for running financial services firm

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
A former company director has received a prison sentence after he was found to have continued to run a financial services business despite having been banned from doing so. In 2018, Joshua Fuoco was found to have engaged in misleading and deceptive ...

Talent exodus hits Zenith, Lonsec and Evidentia

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Evidentia has made fresh appointments of its own, bringing in Pierre-Hedzer Marchi as head of quantitative investments and Josh Phillips as senior asset consultant. In a week of musical chairs, the firm has also appointed Chris Robertson as head of portfolio ...
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