APPOINTMENTS

People & Products

Graeme Burke, co-founder of boutique investment manager Wavestone, has departed the firm after 15 years. ...

image
People & Products

The pair have a combined 45 years’ industry experience and will work on the firm’s global equity and global sustainability funds. ...

image
Policy & Regulation

The insurer has dodged questions over the dismal of former CEO Pat Regan, who was let go last year after an investigation into workplace communications....

image
People & Products

Metrics Credit Partners has appointed three investment directors, two from Investec Australia's corporate and acquisition finance team which was acquired by Metrics earli...

image
People & Products

Amir Ansari has been appointed as global head of product design at the financial services technology firm. ...

image
Funds management

Savills Investment Management has strengthened its presence in the region with expansion of its Sydney’s investment team and the launch of its first pan-Asian fund. ...

image
Financial planning

AMP has announced a flatter management structure covering AMP Wealth and AMP Bank....

image
Superannuation

The newly launched REST Sustainable Growth Option fund’s equity allocation would be managed by Parametric and Calvert. ...

image
People & Products

Evergreen Consultants is underpinning its recent growth with the appointment of industry veteran, Michael Ohlsson, as executive director and partner....

image
People & Products

HUB24’s head of strategic sales, Shane Muscat, will join Praemium in the same role; while Dale Wright has been added to the southern region sales team....

image
People & Products

Fitzpatricks Group has appointed Jodie Blackledge as chief executive, succeeding founder John Woodley....

image
People & Products

Pinnacle Investment Management director Adrian Whittingham has chosen to reduce his hours from full-time to part-time and is expected to step into a non-executive role....

image
People & Products

Jacqui Lennon, Kieran Forde, Shaneen Marshall and Daniel Longden have all been added to the executive team....

image
People & Products

The build to rent developer has announced its newly-formed board which includes a former Hesta chair and two senior AustralianSuper executives. ...

image
People & Products

Kearsten James, Julie Matheson and Julian Place have been elected to the Financial Planning Association of Australia board, while Marisa Broome will continue as chair....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 20 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago