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Showing 1 - 10 of 42 results for "Philanthropic Services"

Australia's top allocators to share insights at InDay

STAFF WRITER  |  FRIDAY, 12 SEP 2025
... market, including public, private and real assets. Minderoo Foundation's Bruce Tomlinson, Australian Philanthropic Services chair Chris Cuffe and family office adviser Alexandra Campbell will discuss how family offices and wealth managers are balancing ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ...

Perpetual calls off KKR deal

KARREN VERGARA  |  MONDAY, 24 FEB 2025
... to sell the wealth management business - which caters to high-net-worth clients and offers fiduciary and philanthropic services. "Proceeds from a planned sale would be used to strengthen the group's capital position, as well as support investment ...

Former Mercer Super chair named Actuary of the Year

MATTHEW WAI  |  FRIDAY, 20 SEP 2024
... is currently a non-executive director of Swiss Re (Life & Health and Property & Casualty) and Australian Philanthropic Services (APS). Swinhoe recently stepped down as chair of Mercer Super, a role she'd held for a decade. She's also a former non-executive ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
Jayde Ward joins the private wealth management company as its new director of philanthropic services, bringing over 13 years of experience in governance and strategic advice. In her new role, Ward will work alongside JBWere director, philanthropic services ...

Elston hires head of philanthropic services

JAMIE WILLIAMSON  |  WEDNESDAY, 25 AUG 2021
The private wealth firm has welcomed a new head of philanthropic services, bringing 20 years' experience in similar roles. Susan Chenoweth has taken the role at Elston, joining from Australian Philanthropic Services where she served as head of the APS ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
... floor at Deutsche Bank in the UK. Sartor joins from Elston Private Wealth where she was manager, NFP and philanthropic services and provided tailored philanthropic advice and NFP investment governance and strategy. She previously worked at Philanthropy ...

Significant drop in charitable giving

ELIZABETH MCARTHUR  |  FRIDAY, 9 JUL 2021
... giving has been especially devastating for those who rely on fundraising events and volunteers," JBWere Philanthropic Services co-founder John McLeod said. "There is hope though that giving is on the rise. Evidence suggests that late 2020 may have marked ...

Equity Trustees wins investment mandate

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... group will provide a range of services including investment advice and strategy, investment management and philanthropic services. "Our ability to offer ESG-friendly investment solutions and experience of working with not-for-profit organisations made ...

Impact investors team up for $48m investment

KANIKA SOOD  |  WEDNESDAY, 19 AUG 2020
... apartments. Conscious Investments Management is partnering with The Paul Ramsay Foundation, the Australian Philanthropic Services and For Purpose Partners for the investment. The properties will be developed and managed by Summer Housing, which is a ...
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