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Brilliant Investment Thinking by Advisers for Advisers.
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Industry moves, appointments, and departures across Australian financial advice, asset management, and superannuation.

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...

'Pat the dogs': Vale Ian Murdoch, an adviser with heart

Ian was a mentor to many financial advisers, and I was one of them. He offered guidance, wisdom and an unwavering commitment to ethical practice. Long after he...

Ex-AMP executive Hartley named to succeed Mota as CEO at Insignia

After his executive stint at AMP was cut short eight months ago, Hartley firmed as favourite for the leadership role at its institutional contemporary,...

AMP flattens advice hierarchy with Hartley's chief executive role 'removed'

Hartley, who joined AMP from Sunsuper in January 2021, will help transition the AWM business to a flatter human resource model before leaving the group in...

Execs take up to 60 per cent pay cut to join new liquid equities fund manager Blackwattle

Having poached a number of high-profile portfolio managers (often at a discount), and with backing from family offices and high net worth investors, new...