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Showing 1 - 10 of 100+ results for "asset consulting"

WTW names local head of investments

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... "It's an exciting time to take on this opportunity. Over the last few years, we have augmented our traditional asset consulting with strategic advisory and delegated solutions because we firmly believed it was in the best interests of clients and ...

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... years before that. "With Graeme's experience in multiple sectors including superannuation, funds management, asset consulting, insurance and wealth management, we know he will bring a top level of leadership and expertise to our team across the board," ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... Donnelly Money Management in the 1990s. It currently has about 160 clients with 10 staff members. Meredith said asset consulting groups servicing wealth management firm sometimes lack the understanding of what advisers do and how they can help them run ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... business in Australia." Also commenting, Schoenmaker added that he believes Evidentia to be the most advice centric asset consulting business in Australia. "I found the combined level of experience of the partners to uniquely place Evidentia to deliver ...

Former van Eyk chief charged

JAMIE WILLIAMSON  |  FRIDAY, 21 MAY 2021
... September 2014. van Eyk comprised four distinct businesses: investment research via the van Eyk Research business; asset consulting via the van Eyk Consulting business; financial advisory via the van Eyk Advice business; and funds management via the ...

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
Dynamic Asset Consulting (DAC) has warned that financial advisers are putting their businesses and their clients at serious risk by implementing traditional strategic asset allocation (SAA) portfolios. DAC portfolio manager Jerome Lander said most Australian ...

Investment specialist joins sustainable fund manager

ALLY SELBY  |  TUESDAY, 24 MAR 2020
An asset consulting specialist has joined a sustainable infrastructure investment manager in a newly created role which will see her manage the firm's portfolio, investment strategy and products. Former Willis Towers Watson senior investment consultant ...

WTW boosts Australian leadership team

ELIZA BAVIN  |  MONDAY, 2 MAR 2020
... company named Andrew Povah as head of core advisory. Povah will spearhead the company's traditional advisory asset consulting work across the Australian institutional landscape. Povah has been a senior investment consultant with Willis Tower Watson since ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... also facilitate new AFSL applications for businesses looking to transition to their own license. Former Dynamic Asset Consulting national sales manager Jill Tunkin will lead the service, having been appointed national practice consultant. Tunkin's career ...

Super Fund of the Year named

ELIZA BAVIN, JAMIE WILLIAMSON  |  THURSDAY, 21 NOV 2019
... out the long term performance award and HESTA Core Pool won in the risk-adjusted performance category. On the asset consulting side, Frontier Advisors was named Best Asset Consultant. Meanwhile, each year SelectingSuper recognises an industry veteran ...
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