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Showing 1 - 10 of 561 results for %22asset consultants%22

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... global giants, preferring a burgeoning ethical opportunity to invest in Australian small caps. "Advisers and asset consultants are topping up their Australian equity allocations, specifically looking at small cap sleeves because there's a reasonable ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... research, has a background spanning Towers Perrin, Macquarie Financial Services, KPMG and Gould Ralph & Company. He worked as an asset consultant with Towers Perrin, responsible for delivering asset consulting services and investment research. He served ...

Half of super funds to close in coming decade: Mercer

JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2024
... the system are clear, Mercer said, looking at administrators, custodians, insurers, investment managers and asset consultants, and actuaries and auditors. Having already reduced in line with industry consolidation and increased regulation, Mercer predicts ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... operations. He joined the firm in August 2023 as a senior investment consultant and has also held strategy roles with MLC Asset Management and NAB Wealth and was a research manager at ANZ. Genium will also soon hire a senior investment consultant, a ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset allocation, manager selection and portfolio construction, as well as reporting the group. Alteris has a team of 80, spread ...

Global X accelerates push to leapfrog local rivals

ANDREW MCKEAN  |  WEDNESDAY, 6 DEC 2023
... of sales, a move following the recent appointment of Marc Jocum. Damianakis joins Global X from Insight Investment Consultants, where he was as a director. His career spans over two decades, including distribution roles at Franklin Templeton, AMP Capital ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... positions that included head of investment product and research at UBS Wealth Management, investment strategist at Deutsche Asset Management, and Skandia's head of retail investment services. In her new role, Fitzgerald will be accountable for ensuring ...

Campbell Lutyens opens local office

ELIZABETH FRY  |  MONDAY, 30 OCT 2023
... of Australasia has a long career in real assets investing on behalf of super funds, global fund managers and asset consultants. He most recently managed QIC's $2 billion unlisted infrastructure portfolio as well as the infrastructure team's research ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
Colonial First State has expanded the investment menu on its new platform, adding options from Atchison Consultants, Drummond Capital, and Russell Investments. It's also added a new nesting capability. From Atchison, CFS Edge has added four diversified ...

Internal teams gain decision-making power: Frontier

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2023
... investment officers now rank second, following by the board and investment committee. The top five is rounded out by asset consultants and the chief executive. However, internally at Frontier, just 17% of its team believe internal teams wield the most ...
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