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APPOINTMENTS
Financial planning
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley. ...
Financial planning
ETF provider Global X has appointed five new roles across the business, including a head of technology, as it seeks to scale the business and expand its reach in the Aust...
Financial planning
HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders....
Funds management
International asset manager Robeco has appointed a new chief investment officer as incumbent Mark van der Kroft departs the firm after 25 years....
Funds management
Platinum Asset Management’s head of investment, Douglas Isles, has departed the fund manager after 12 years as the firm reshapes the business amid a merger with L1 Capita...
Funds management
Investment consultancy Ascalon Capital has looked to research houses for hires, appointing one each from Zenith and Lonsec while Zenith has made an internal promotion. ...
Funds management
From multiple fund launches and personnel changes to major outflows and a scrapped deal, Money Management has collated the most significant news in the funds management i...
Funds management
Northern Trust Asset Management has appointed a new head of international and responsible investing....
Financial planning
Financial services software and technology provider Fin365 has appointed a new executive chairman to the board to support the firm’s strategic growth plans....
Financial planning
Investment consultancy Ascalon Capital has appointed a new partner, who joins from 20 years at Zenith Investment Partners, as well as a new chief executive amid a “bold n...
Funds management
Quinbrook Infrastructure Partners has promoted its Australian head to the role of chief executive of the global investment manager. ...
Funds management
UK-based fund manager Royal London Asset Management has appointed a Sydney-based head of regional sales as it embarks on a multiyear plan to expand its presence internati...
Funds management
Evidentia Group has hired a head of quantitative investments who joins the investment firm and managed account provider from AMP....
Financial planning
National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair ...
Funds management
Managing director of credit and fixed income, Michael Korber, is set to retire after more than 20 years with Perpetual and the firm has promoted an internal successor....
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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...