APPOINTMENT
Financial planning
Former Iress chief executive, Andrew Walsh, has been promoted to chair of a boutique Sydney advisory firm, having stepped down from the same position at Mason Stevens....
Financial planning
Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September....
Financial planning
Former national business growth manager at AMP Advice has taken a new role at Sequoia Financial Group....
Funds management
First Sentier Investors has hired its incoming chief financial and strategy officer to drive growth, having also confirmed its entry into the Australian ETF market last m...
Funds management
Private markets secondaries specialist Coller Capital has appointed an Australian and New Zealand director who will work closely with private wealth managers and family o...
Funds management
The real estate investment manager has positioned the APAC region for future growth with an internal promotion to the newly created role of deputy head of Asia Pacific....
Funds management
Nuveen has appointed a global head of estate, a successor to Chris McGibbon who steps down after almost 25 years....
Funds management
The global alternative asset manager has welcomed an experienced distribution lead to its leadership team....
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...