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Executive Appointments

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Australian Ethical adds trader and BDM

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
Australian Ethical Investments has bolstered its team with a new business development manager and a senior equities trader.

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
A former Insignia Financial exec will lead managed accounts provider Trellia Wealth Partners, signalling a new phase of growth for the $10 billion business.

Brighter Super names acting CIO

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
The super fund's head of diversified portfolios will lead the investment team in an interim capacity following Mark Rider's departure.

Aussie executive tapped for top Kiwi job

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
Morningstar's former head of alternatives has moved across the Tasman to run Clarity Funds Management.

Cbus appoints chief financial officer

MATTHEW WAI  |  WEDNESDAY, 10 DEC 2025
Cbus has welcomed a chief financial officer to oversee finance, data and analytics, business risk and compliance, and investment enablement.

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
The former deputy chief investment officer of Cbus will lead NAB Private Wealth and its subsidiary JBWere as investments chief in 2026.

Pallas Capital plots WA expansion with two executive appointments

MATTHEW WAI  |  MONDAY, 8 DEC 2025
Sydney-based private credit provider Pallas Capital has appointed two executives in Perth to lead its Western Australian expansion, establishing a presence in a market where access to private loans has historically been limited.

Women in Super announces new board line-up

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
The lobby group for women's financial security in retirement has refreshed its board, appointing two new directors and welcoming back a former member.

TelstraSuper exec joins CFA Society board

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
The super fund's interim investment chief will succeed former Aware Super executive Damian Graham as a CFA Society Australia director.

Buyout firm announces promotions

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
Australia's oldest and largest buyout shop has refreshed its investment bench with a cluster of new appointments and promotions.