APPOINTMENTS

Funds management

The alternative asset manager has expanded its Singapore office with a head of Asian distribution, representing a “critical step” for the Asian business, where it is seek...

Funds management

Clime Investment Management has welcomed an independent director to its board, which follows a series of recent appointments at the company....

Funds management

Boutique real estate credit manager COI Capital Management has appointed a former private equity head from MLC Asset Management. ...

Funds management

The US$837 billion fixed income manager has created a new head of asset-based finance role amid the rising client demand for asset-based financing and tailored investmen...

Funds management

Investment strategist Anthony Doyle has returned to Pinnacle in a senior role, less than two months after leaving to join Schroders as an investment director....

Funds management

With Q1 of the 2025 calendar year coming to a close, the Australian funds management industry has seen a range of major appointments and departures....

Financial planning

Infocus has announced two appointments to its senior leadership team, just days after unveiling a new business model for the advice licensee....

People & Products

Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certan...

People & Products

TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA....

Funds management

Principal Asset Management has appointed a global head of real estate research and strategy. ...

Funds management

Perpetual has promoted an executive to the role of chief transformation officer as it enacts plans to sell its wealth management division....

Funds management

RQI Investors, an active quantitative equities manager within First Sentier Investors Group, has bolstered its research team with two appointments....

Financial planning

Clime’s disposal of advice licensee Madison “needed to happen yesterday”, managing director Michael Baragwanath has told Money Management, as he concludes a severe cost-o...

Funds management

Merlon Capital Partners has made multiple appointments to its business, including the former chief executive of AMP and two investment specialists from Platinum Asset Man...

Funds management

Clime Investment Management has appointed a portfolio manager on its Clime International Fund, who transitions from his role as a private bank financial adviser....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago