asset consultants

Financial planning

Evidentia principal jumps to Ascalon; Drummond appoints practice growth head

Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head ...

Features

How asset managers can shape their private markets offering

With US$1.5 trillion in private credit expected to be held by wealthy clients by 2029, a report has explored the best ways asset managers can take advantage of this trend...

Financial planning

Former Zenith veteran joins Ascalon amid business transformation

Investment consultancy Ascalon Capital has appointed a new partner, who joins from 20 years at Zenith Investment Partners, as well as a new chief executive amid a “bold n...

Financial planning

Channel Capital appoints investment oversight head from JANA

Channel Capital has appointed a head of investment oversight who joins from 14 years at asset consulting firm JANA Investment Advisers....

Financial planning

JANA welcomes senior investment consultant

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec....

Funds management

Managed account consultants seen as valuable asset for advisers

The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice indus...

Financial planning

What to consider when hiring an asset consultant

Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...

Policy & Regulation

Without legal definition assets consultants are in the clear

Financial advisers may be significantly constrained in using the term “independent” but asset consultants are largely in the clear because asset consultation is not a leg...

Financial planning

Are asset consultants caught in the same ‘independent’ trap as financial advisers?

Questions are being asked about whether the Australian Securities and Investments Commission has been wrong to treat asset consultants differently to financial advisers i...