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Showing 1 - 10 of 15 results for "Rebecca Jacques"

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... investor, it's impossible to get through them," he says. Mercer head of wealth management investment solutions Rebecca Jacques says: "We totally understand some of ASIC's concerns." The asset consultant acts as a matchmaker, vetting private lenders ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
... broadened access beyond traditional multi-strategy platforms." Mercer head of wealth management investment solutions Rebecca Jacques welcomed the new platform by FinCap. "I think private markets has got a long way to go in terms of being able to do things ...

Australia's top allocators to share insights at InDay

STAFF WRITER  |  FRIDAY, 12 SEP 2025
... transfer. Meanwhile, MLC Asset Management's Gareth Abley, Future Fund's Craig Thorburn and Mercer's Rebecca Jacques will discuss how they develop and deploy their strategies. Other topics to be covered include the evolving landscape of private ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... consultants to head of wealth management investment solutions in a bid to increase bench strength in that business. Rebecca Jacques takes on the new role after six years with the firm. Mercer's chief investment officer for the Pacific, Kylie Willment ...

Megatrends impacting portfolio construction: Mercer

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
Mercer portfolios solutions leader Rebecca Jacques outlined some of the major trends investors need to take into consideration when building clients' portfolios at the Financial Standard Managed Accounts Forum. Jacques said there are several structural ...

Mercer names head of investment consulting

KARREN VERGARA  |  TUESDAY, 12 FEB 2019
... investment services at Milliman for more than five years, focused on risk management and retirement solutions. Rebecca Jacques, the former general manager of the Australian Goals Based Advice Association (AGBA), recently joined as a senior investment ...

Mercer names senior investment consultant

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
Mercer has made a senior appointment that will help grow its investment consulting business. Rebecca Jacques joins as a senior investment consultant in the Institutional Wealth Pacific team. Jacques is the former general manager of the Australian Goals ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... exist have been designed by institutions to deliver their version of goals-based advice," AGBA general manager, Rebecca Jacques said. The association believes that falling costs associated with developing new technologies is making it easier for smaller ...

Advisers divided on mixing advice: Poll

KARREN VERGARA  |  MONDAY, 6 NOV 2017
... digital and face-to-face services to clients. The Association of Real Return Investment Advisers general manager Rebecca Jacques recently highlighted concerns robo-advice is mis-selling products and not delivering the best outcomes for clients. She added ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... providing advice let alone the right advice, says the Association of Real Return Investment Advisers general manager Rebecca Jacques. "If you actually look at what robo is doing, it's a very good way of selling passive index funds at a low cost," Jacques ...
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