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Showing 1 - 10 of 33 results for "Morningstar Australia"

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... management, at Lonsec as an investment adviser and at Morgan Stanley Smith Barney as a financial adviser. Morningstar Australia country leader Chris Galloway said the appointments mark a big step forward for the firm's managed portfolios business ...

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
... investor success. This model will allow us to continue to grow the capability and capacity of our team," Morningstar Australia managing director of enterprise products Peter Bryant said. "By listening to our clients and evolving our business model, we're ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
... continue driving momentum within the business." Prior to joining Milford, van Berlo spent six years with Morningstar Australia as head of adviser distribution, investment management. He was responsible for servicing a national footprint of financial ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... director, research at Rainmaker Information. He previously spent several years as director, manager selection at Morningstar Australia, and spent more than a decade as executive manager, research within Commonwealth Bank's wealth management division. ...

Asena Family Office adds chief investment officer

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... manager with the asset management business for five years. Before that, he served as a research director at Morningstar Australia, focusing on listed debt and equities while managing a team of analysts. In that role, Likos was responsible for research ...

Rainmaker Information names research head

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... years' experience in Australia's financial services industry, most recently as director, manager selection at Morningstar Australia, a role he held for close to three years. Prior to joining Morningstar in 2018, Ramrakha spent more than a decade as executive ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... falls in asset classes that were historically considered 'low-risk' by textbook definitions, including the Morningstar Australia 10+ Yr Treasury Bond Index which is down -36.8% from 31 December 2020 to 15 November 2023," it said. The report also noted ...

Two more Morningstar staff depart

ELIZABETH FRY  |  FRIDAY, 16 DEC 2022
... director of manager research for Asia Pacific, Tim Murphy will leave the firm. Incidentally, Bugg joined Morningstar Australia 13 years ago from Austock Asset Management, where he was an investment analyst. Before that, he was a director at Dresdner ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
Morningstar Australia has announced a restructuring of its manager selection and portfolio management team, bidding farewell to its longstanding director of manager research. The financial services firm said its manager selection sector, which previously ...

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
Morningstar Australia has announced the appointment of Peter Bryant as the head of business development for Australia and New Zealand. Bryant will join Morningstar in mid-January and will lead the Morningstar sales team responsible for data, research ...
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