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Financial planning

Sydney wealth management firm Sherlock Wealth has promoted its head of advice to the role of chief executive. ...

Funds management

Principal Asset Management has appointed a new director of distribution in Australia to expand its reach in the domestic wholesale market....

Funds management

Two US-based investment managers – State Street and Russell Investments – have bolstered their respective teams with senior appointments in global head positions....

Funds management

Federated Hermes has expanded its Australian and APAC distribution team with a newly created role....

Financial planning

LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partne...

Financial planning

The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx of intergenerational wealth tran...

Funds management

The ETF provider has appointed a new portfolio manager to its ranks to drive innovation, coinciding with the recent launch of its latest investment product....

Financial planning

Melbourne-based financial advice practice Tribeca Financial has expanded its advice footprint by establishing an outpost in Sydney and welcoming a new partner onboard....

Funds management

Boutique global small and mid-cap equities manager Canopy Investors has appointed a new portfolio manager, marking the third former Magellan professional to join the fir...

Funds management

Ausbil Investment Management has announced its head of wholesale distribution is to depart after 17 years with the fund manager....

Funds management

Money Management rounds up the biggest people moves in the fixed income space over the past three months. ...

Funds management

PGIM Private Alternatives has appointed a Sydney-based vice president for Asia-Pacific business development, joining from MLC Asset Management. ...

Financial planning

ASX-listed Prime Financial Group has made two senior appointments of an independent non-executive director and a chief growth officer....

Funds management

Elston Asset Management has bolstered its NSW and ACT distribution team with the appointment of a senior BDM, who previously worked at HUB24. ...

Funds management

The investment manager said it has appointed an industry “visionary” to join the business as its new head of global ETFs and funds....

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