People
Industry moves, appointments, and departures across Australian financial advice, asset management, and superannuation.
A new managed accounts entrant arrives with a focus on implementation
Pacific Portfolio Solutions has appointed Kyle Lidbury, formerly chief investment officer of Perpetual’s wealth management business, to lead its Australian...
A 30-year institutional memory retires from the FAAA as reform workload peaks
Phil Anderson leaves the FAAA in November after three decades at the centre of financial advice reform. His successor inherits the most active policy agenda...
Former Aberdeen chief to lead Franklin Templeton Asia Pacific
Franklin Templeton Asia Pacific has named Rene Buehlmann as its new regional head from 21 September. He joins from advising KKR on wealth and asset management...
Private credit added $95 billion in four years. Its boards are only just catching up
KIMI reviewed the majority of Australia's private credit managers before selecting twelve for its platform. Every adviser recommending private credit should...
FinCap brings in a treasury specialist to back its private markets liquidity promise
FinCap has appointed Akbar Shah as head of treasury and operations to underpin its private markets managed accounts platform, as competition grows to package...
AMP brings employer and adviser engagement under one leader
AMP has merged its employer, account management and adviser teams into one new unit, hiring Richard Millington from Rest to lead AMP Super corporate super as...
Apostle hires for US experience as its offshore partnerships deepens
Apostle Funds Management has hired Jeff Peters, former Platinum Asset Management chief, to lead its next phase. The appointment signals a broader shift in how...
FinCap builds the governance case ahead its private markets launch
FinCap strengthens credibility with independent Investment Committee appointments, highlighting rigorous investment governance and oversight for its private...
Force propels Ordon to Coller Capital, in secondaries return
If you Google “Alex Ordon,” the first person that comes up is the director at Coller Capital; but the second is a Jedi knight. There is still confusion.
Bell tolls for Stewart, in a good way
Having parted ways with its external distribution partner, Bell Asset Management is ramping-up its strategy to augment its internal capabilities, having hired...
Viola nabs high-profile family office adviser Angus Mann
Another significant recruit has joined the new venture, with ex-Mutual Trust family office adviser Angus Mann bringing a wealth of experience and a reputation...