Powered by MOMENTUM MEDIA
moneymanagement logo
 

APPOINTMENT

Financial planning

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec....

People & Products

Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer....

Funds management

GQG Partners’ chief financial officer is set to depart after nearly nine years at the fund manager, while MA Financial has welcomed an independent non-executive director ...

Funds management

Bell Asset Management has welcomed a global investment professional into the newly created director of research and portfolio manager position, while the broader team see...

Funds management

Following the recent departure of Paradice Investment Management’s head of retail distribution, the company has made two appointments from Betashares to lead its wholesal...

Funds management

Fund manager BML Funds, which has $1 billion in assets under management, is to be wound up as its chief investment officer Ted Alexander moves to Platinum....

Financial planning

TAL has appointed two experienced financial services professionals to its board including a new chair for the business to replace Mark Joiner....

Funds management

The fund manager has confirmed the departure of its local managing director and Australian head Rob Mead, naming two successors to take up his position....

Financial planning

Professional services firm AZ NGA has announced a group chief financial officer, who previously spent six years as Fitzpatricks Financial Group’s CEO....

Financial planning

As Viola Private Wealth continues on its growth trajectory, the wealth management firm has appointed a seasoned investment professional to be its first chief investment o...

Funds management

PIMCO has named its head of ETF sales for Australia, having promoted an account manager who joined the firm in July 2024....

Financial planning

Reach Alternative Investments has appointed a head of private wealth following the firm’s strategic alliance with platform HUB24....

People & Products

JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market....

People & Products

SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage....

Funds management

ETF provider VanEck has appointed three strategic roles to its Sydney team, including a former M&A specialist from EY....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 6 days ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

6 days 17 hours ago