APPOINTMENT
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....
Financial planning
A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...
Funds management
Anthony Doyle, who departed Firetrail Investments last month, has joined Schroders as its investment director for global equities....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...