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APPOINTMENTS
Financial planning
Wealth platform Mason Stevens has welcomed a chief strategy officer to lead the expansion of its UHNW segment, who joins from Morgan Stanley....
Financial planning
Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence....
Funds management
Quinbrook Infrastructure Partners managing director, APAC, Rob Kerr, is to leave the firm at the end of July, and a successor has been found from QIC....
Financial planning
Former deputy CEO of AMP Capital, David Atkin, has announced he will be returning to Australia after stepping down as chief executive of the Principles for Responsible In...
Financial planning
The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market....
Funds management
Northern Trust Asset Management has promoted two individuals to the position of global co-chief investment officers....
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....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...