APPOINTMENTS
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....
Funds management
Perennial Partners has made a series of appointments to its distribution team across Australia, including a director focused on private wealth, while an ESG specialist de...
Funds management
Investment group Future Generation has appointed its first chief investment officer who joins the team from Perpetual Asset Management. ...
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MARKET INSIGHTS
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...