X
  • About
  • Advertise
  • Contact
  • Expert Resources
Get the latest news! Subscribe to the Money Management bulletin
  • News
    • Accounting
    • Financial Planning
    • Funds Management
    • Life/Risk
    • People & Products
    • Policy & Regulation
    • Property
    • SMSF
    • Superannuation
    • Tech
  • Investment
    • Australian Equities
    • Global Equities
    • Managed Accounts
    • Fixed Income
    • ETFs
  • Features
    • Editorial
    • Expert Analysis
    • Guides
    • Outsider
    • Rate The Raters
    • Top 100
  • Media
    • Events
    • Podcast
    • Webcasts
  • Promoted Content
  • Investment Centre
No Results
View All Results
  • News
    • Accounting
    • Financial Planning
    • Funds Management
    • Life/Risk
    • People & Products
    • Policy & Regulation
    • Property
    • SMSF
    • Superannuation
    • Tech
  • Investment
    • Australian Equities
    • Global Equities
    • Managed Accounts
    • Fixed Income
    • ETFs
  • Features
    • Editorial
    • Expert Analysis
    • Guides
    • Outsider
    • Rate The Raters
    • Top 100
  • Media
    • Events
    • Podcast
    • Webcasts
  • Promoted Content
  • Investment Centre
No Results
View All Results
No Results
View All Results
Home News People & Products

Berkshire Capital expands Australian presence

New York-based investment firm Berkshire Capital has expanded its Sydney team with two senior appointments.

by Staff Writer
November 8, 2017
in News, People & Products
Reading Time: 1 min read
Share on FacebookShare on Twitter

New York-based provider of mergers and acquisitions (M&A) advisory services, Berkshire Capital is expanding its presence in Australia with the appointment of a principal and executive director and a vice president to be based in Sydney.

Berkshire Capital Asia Pacific vice chairman, Ian Martin said Nelson Lam had been appointed as the firm’s principal and executive director, while former St George Bank Wealth Management staffer, Glenn Dunn had assumed the role of vice president.

X

“The addition of Nelson and Glenn will allow us to take on a broader array of opportunities and is very timely given the market developments we are seeing,” Martin said.

“[They] will help us build on the position that we have established to date.”

Lam, who most recently held the role of director – funds management with Chase Corporate Advisory has also held positions with Continuum Capital Management, Arkx Investment Management and H3 Global Advisors. He began his career as a business development manager (BDM) at the Commonwealth Bank of Australia (CBA).

Dunn will join Berkshire Capital from his position as head of finance at Ascalaon Capital Managers where he has worked since 2008. He previously held positions with GIO Asset Management and Nestlé-owned Alcon Laboratories.

Tags: Advisory FirmsAppointmentsMergers And Acquisitions

Related Posts

ASIC bans former UGC advice head

by Keith Ford
December 19, 2025

ASIC has banned Louis Van Coppenhagen from providing financial services, controlling an entity that carries on a financial services business or performing any function...

Largest weekly losses of FY25 reported

by Laura Dew
December 19, 2025

There has been a net loss of more than 50 advisers this week as the industry approaches the education pathway...

Two Victorian AZ NGA-backed practices form $10m business

by ShyAnn Arkinstall
December 19, 2025

AZ NGA-backed advice firms, Coastline Advice and Edge Advisory Partners, have announced a merger to form a multi-disciplinary business with $10 million combined...

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

VIEW ALL
Promoted Content

Consistency is the most underrated investment strategy.

In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...

by Industry Expert
November 5, 2025
Promoted Content

Jonathan Belz – Redefining APAC Access to US Private Assets

Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...

by Staff Writer
September 11, 2025
Promoted Content

Real-Time Settlement Efficiency in Modern Crypto Wealth Management

Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...

by PartnerArticle
September 4, 2025
Editorial

Relative Return: How fixed income got its defensiveness back

In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...

by Laura Dew
September 4, 2025

Join our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

Podcasts

Relative Return Insider: MYEFO, US data and a 2025 wrap up

December 18, 2025

Relative Return Insider: RBA holds, Fed cuts and Santa’s set to rally

December 11, 2025

Relative Return Insider: GDP rebounds and housing squeeze getting worse

December 5, 2025

Relative Return Insider: US shares rebound, CPI spikes and super investment

November 28, 2025

Relative Return Insider: Economic shifts, political crossroads, and the digital future

November 14, 2025

Relative Return: Helping Australians retire with confidence

November 11, 2025

Top Performing Funds

FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3 y p.a(%)
1
DomaCom DFS Mortgage
211.38
2
Loftus Peak Global Disruption Fund Hedged
110.90
3
SGH Income Trust Dis AUD
80.01
4
Global X 21Shares Bitcoin ETF
76.11
5
Smarter Money Long-Short Credit Investor USD
67.63
Money Management provides accurate, informative and insightful editorial coverage of the Australian financial services market, with topics including taxation, managed funds, property investments, shares, risk insurance, master trusts, superannuation, margin lending, financial planning, portfolio construction, and investment strategies.

Subscribe to our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

About Us

  • About
  • Advertise
  • Contact
  • Terms & Conditions
  • Privacy Collection Notice
  • Privacy Policy

Popular Topics

  • Financial Planning
  • Funds Management
  • Investment Insights
  • ETFs
  • People & Products
  • Policy & Regulation
  • Superannuation

© 2025 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited

No Results
View All Results
NEWSLETTER
  • News
    • All News
    • Accounting
    • Financial Planning
    • Funds Management
    • Life/Risk
    • People & Products
    • Policy & Regulation
    • Property
    • SMSF
    • Superannuation
    • Tech
  • Investment
    • All Investment
    • Australian Equities
    • ETFs
    • Fixed Income
    • Global Equities
    • Managed Accounts
  • Features
    • All Features
    • Editorial
    • Expert Analysis
    • Guides
    • Outsider
    • Rate The Raters
    • Top 100
  • Media
    • Events
    • Podcast
    • Webcasts
  • Promoted Content
  • Investment Centre
  • Expert Resources
  • About
  • Advertise
  • Contact Us

© 2025 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited