Powered by MOMENTUM MEDIA
moneymanagement logo
 

APPOINTMENT

People & Products

Omega Global Investors has appointed Simon Tung to the position of head of portfolio management....

People & Products

BNY Mellon has appointed Anna O’Sullivan as its new Asia-Pacific head of transaction management group for corporate trust....

People & Products

Allianz Australia has appointed Dan Tully as its new general manager, financial institutions, following years of experience in other portfolios of the insurance company....

People & Products

KPMG has hired former head of group strategy and planning at Australian Super, Rohit Mendiretta, to lead the firm’s asset and wealth management strategy team....

Funds management

GAM has appointed Owen Job as its new investment manager to join the firm’s absolute return fixed income team....

People & Products

Former AMP Bank managing director, Michael Lawrence has been appointed as the new chief executive of the Customer Owned Banking Association....

Financial planning

NAB has appointed Ann Sherry AO as a non-executive director to its board, effective 8 November....

Funds management

Legg Mason has appointed Adam Muston as the company’s new national business development manager....

Financial planning

Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new Head of Operations....

Funds management

State Street Global Advisors has appointed Bruce Apted as its new senior portfolio manager to its quantitative equities team in Sydney....

People & Products

Perennial Value Management has today announced the appointment of Cesar Farfan to the position of head of retail sales....

People & Products

Crestone Wealth Management has announced key changes to its board including a new director and a change in chairman....

People & Products

Perpetual Corporate Trust has gained the nod as responsible entity for the MCP Master Income Trust....

Financial planning

Bennelong Wealth Partners chief executive, William Davidson has been appointed as chief executive of Powerwrap, effective from January, next year....

Funds management

Real estate investment manager, TH Real Estate has appointed Martin Priestley as its new head of debt, Australia....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 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...

2 weeks 5 days ago