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Showing 1 - 10 of 64 results for %22Purpose Advisory%22

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... extremely fortunate to have him on board to lead this dynamic business," VBP chair Paul Barrett said. "VBP's vision and purpose is to support professional advisory firms to grow and deliver generational change for their clients and, over the last decade ...

Aware Super appoints head of public market equities

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... record and a leading responsible investment focus," Hong said. "Aware Super is celebrated in market as not only being purpose-led, innovative and agile, but offering exciting career development opportunities, and it's for these reasons that I'm ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
... Dass. Her primary focus will be on improving the governance and strategic advice offered to JBWere's expanding for-purpose and philanthropic client base. Ward, who is a Wiradjuri woman from her mother's side, was born and raised in Gadigal country. ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... clear vision for the future are attractive to AZ NGA. "Importantly, Daniel and Robert understand AZ NGA's mission and purpose to become Australia's leading professional advisory group and want to be part of it," he concluded.

IFM Investors names chair

CHLOE WALKER  |  MONDAY, 26 JUN 2023
... thank Greg Combet for his leadership and contribution to IFM over the last 10 years, his vision, integrity and sense of purpose has been integral to IFM's success over the past decade." Combet said Bowtell's depth of experience across the superannuation ...

Epsilon launches second Australian fund

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... fund manager explained the initial launch raised capital from a range of prominent investors including private wealth advisory firms, multi-family offices, fund-of-funds, high-net-worth investors, and small institutional investors. Epsilon founding partner ...

Greg Combet steps down as IFM Investors, ISA chair

ANDREW MCKEAN  |  WEDNESDAY, 14 JUN 2023
... time," Combet said. "IFM invests on behalf of industry super funds and global pension funds to benefit their members. This purpose makes IFM a distinct funds management business, one that aligns with my own values in representing working people." In ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... individuals and the organisation equally. "We suggest looking closely at the continuity issues - how the family's shared purpose is being defined and achieved through the transition of various roles and responsibilities within the business," he s ...

Fractional farmland investing platform launches

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
Real estate and advisory firm LAWD partnered with fractional investing platform Bricklet to launch LAWD Bricklet, a venture designed to democratise ownership of Australian farmland. The offering sees a LAWD Bricklet 'head title' split into a co-ownership ...

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... director, is a former chief executive of Christian Super and currently works in an advisory capacity with the likes of For Purpose Investment Partners, Impact Investing Australia, and Australian Impact Investments. The aim of Jefferson & Shea is to improve ...
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