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Showing 1 - 10 of 12 results for "Peter Lee"

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... specialist capabilities and deeper expertise across the business. The merger brings Generation Wealth Partners principals Peter Lee and Joe Jutrisa to Esencia Wealth, with both joining as partners and senior financial advisers. In addition, the merger ...

New gig for JP Morgan's AI guru

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... Global macro investment strategies. Hlavaty is consistently ranked in the top three quantitative researchers by the Peter Lee survey which asks the country's largest institutional investors to rank sell-side equities analysts, research, sales and ...

Frontier Advisors tops asset consultant ranking

ANDREW MCKEAN  |  MONDAY, 17 APR 2023
According to the Peter Lee Associates survey of Australian institutional investors, Frontier has kept its place as the top asset consultant in the country. The Peter Lee Associates survey collected opinions from around 100 chief investment officers ...

Stockpicker pay cheques revealed

KANIKA SOOD  |  TUESDAY, 17 NOV 2020
... equities took home an average of $704,167 this year but a third said their bonuses were zilch for 2020, according to Peter Lee Associates' pay benchmarking of the sector. Peter Lee interviewed 80 investment professionals in September and October for ...

Top asset consultants named

ELIZA BAVIN  |  MONDAY, 27 APR 2020
Peter Lee Associates has released the results of its investment management survey naming Australia's top ranked asset consultant. Willis Towers Watson and Frontier Advisors share the top spot this year after surveying around 100 chief investment ...

Boutique hires star analyst from Citi

KANIKA SOOD  |  TUESDAY, 7 APR 2020
... and New Zealand (best stock picker and best earnings estimator). He was also took out the second position in the 2018 Peter Lee Associates Survey. Prior to Citi, Lloyd worked in analyst roles at Morgan Stanley, CBA Institutional Equities, Goldman Sachs ...

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
... Burmester. Gunning "also implemented the rebuilding of Ords institutional business which was recently ranked No. 3 in the Peter Lee survey in small caps," Morris said. The chair applauded Gunning for strengthening Ord Minnett's reputation. Gunning's ...

Iron magnate makes historic $400m pledge

ALEX BURKE  |  MONDAY, 22 MAY 2017
The Australian chair of one of the world's largest iron ore producers recently made the largest ever donation by a living Australian to a range of charitable causes. Fortescue Metals chair Andrew "Twiggy" Forrest, along with his wife Nicola, donated ...

Frontier appoints capital markets analyst

ALEX BURKE  |  FRIDAY, 22 APR 2016
... analyst at Citibank. The appointment follows news that Frontier was ranked the leading Australian asset consultant in a Peter Lee Associates Investment Management survey of 161 chief executives and chief investment officers. "We had set ourselves a goal ...

Legg Mason appoints senior financial analyst

JAMES FERNYHOUGH  |  THURSDAY, 13 JUN 2013
... worked at Citigroup Smith Barney and National Australia Bank. Davison was ranked second overall for Banks in the 2012 Peter Lee equities research survey, and second in the Starmine analyst awards for Financial Services in 2011 "Matthew is a highly regarded ...
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