HIRES

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...

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

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

1 month 4 weeks ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 3 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 2 days ago

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

1 month ago