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APPOINTMENTS

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. ...

Funds management

Clime Investment Management has appointed two to its operations team, focusing on managed funds, as it continues its cost-cutting process....

Funds management

Magellan has announced a raft of executive changes including the departure of head of investments Gerald Stack after 18 years and a second appointment from Maple-Brown Ab...

Funds management

Managed investment platform DomaCom has strengthened its leadership capability with a flurry of executive hires and internal promotions, including a new CFO....

Funds management

A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio. ...

Funds management

Former Ophir Asset Management chief executive, George Chirakis, has joined private equity manager Scarcity Partners, while the asset manager has appointed a replacement f...

Funds management

Australian Unity has appointed a fund manager for its Healthcare Property Trust, joining from Centuria Healthcare, as it restructures the product with a series of senior ...

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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 4 days ago