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Showing 1 - 10 of 147 results for "Portfolio Solutions"

Evergreen founder exits Ascalon Capital

KARREN VERGARA  |  MONDAY, 22 JUN 2026
... in superannuation in April. Ascalon services private wealth firms, providing customised institutional-grade portfolio solutions. It started out as Oreana in 2018 and rebranded as Ascalon Capital in 2024. In the last 12 months, Ascalon has seen a spate ...

Zenith bolsters research, investment capabilities with new hires

MATTHEW WAI  |  TUESDAY, 16 JUN 2026
... Asset Management and Suncorp Group, and was a research analyst at Morningstar. Marais will report to head of portfolio solutions Andrew Yap, who said the appointment reflects the growing demand for its portfolio management capabilities. "Charl brings ...

Russell Investments wins $8.6bn mandate

ELIZA BAVIN  |  WEDNESDAY, 27 MAY 2026
... offices is a core part of our continued expansion in Asia," Edgar said. Russell Investments director, customised portfolio solutions, Asia-Pacific Alistair Martyres added: "Institutional investors are placing greater emphasis on how currency exposures ...

Clancy reshapes Rest Super investment team

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... allocation capability, investment strategy, and whole-of-fund approach. Before Rest, he was head of client portfolio solutions at BlackRock Australia, and prior to that, head of strategy and asset allocation at QBE. He also spent seven years at Perpetual ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... Channel said the appointment comes as financial advisers face increasing pressure to deliver differentiated portfolio solutions, with traditional asset classes under strain to meet return objectives. Alternative assets are attracting rising interest ...

Ascalon turbocharges team with Zenith hire

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... with advice businesses to bring structure and strategic clarity to their investment solutions. Tang led the portfolio solutions business at Zenith Investment Partners from 2020, helping transform it into one of the market's leading managed account ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... comprehensive, purpose-built managed account capability, combining index-based, actively managed, and bespoke portfolio solutions with practice support, technology, and client engagement tools. Spittle brings more than 25 years of experience in wealth ...

DASH reshapes leadership team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... leadership changes follow a period of rapid expansion for the group, including the acquisition of Integrated Portfolio Solutions - now trading as DASH Private - and a 314% increase in funds under administration to $18.7 billion for the 2025 financial ...

Betashares expands platform offering with JPMAM partnership

RIDDHIMA TALWANI  |  MONDAY, 17 NOV 2025
... to all Australians. Partnering with J.P. Morgan Asset Management expands the range of institutional-grade portfolio solutions available on the platform, blending the best of index investing and active portfolio management," Vynokur said. "This launch ...

Drummond appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... both her impact and the direction of the firm as we continue to scale." Before joining the investment and portfolio solutions firm, Wortley was head of distribution for Allianz Retire+, where she developed the go-to-market strategy for its first retirement ...
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