HIRES
Funds management
PM Capital has tapped experienced executive Ben Warnes for the role as it seeks to bolster its strategic sales capabilities....
Funds management
Perpetual has announced new global leadership appointments to its asset management division, including a hire from State Street Global Advisors, as it prepares to separat...
People & Products
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long ...
Funds management
GAM Investments has appointed Eric Finnell as its managing director for Australia after his predecessor left to take up the CEO role at Global X....
Financial planning
Clime IM has made four appointments amid a strict cost-cutting strategy to reduce executive overheads, following the resignation of three non-executive directors last wee...
Funds management
The fund manager has appointed a new head to lead its retail business, replacing Stephen Fletcher who has moved into a newly created role at Munro Partners. ...
Financial planning
Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based private wealth advisory team, alongside several financial adviser appointm...
Funds management
Magellan Financial Group has appointed a new co-manager on two of its global equity funds, including the flagship $8.3 billion Global Fund....
Financial planning
Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO....
Financial planning
Insignia Financial has appointed a former ASIC commissioner and superannuation chief executive as chair of its Trustees business. ...
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...
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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...