Wealth Management Recent Movements Update

Alexia Paoletti • Oct 23, 2024

Recent Leadership Appointments and Departures Shaping Australia's Wealth Management Landscape 22/10/2024

ASIC appoints Peter S. as Executive Director of Regulation and Supervision after an international search, starting in November. https://lnkd.in/gsZMGUC6

Clime Investment Management Limited makes four appointments following the Resignation of three Non-Executive Directors: Andrew Coleman, Claire Bibby, and Susan Wynne. https://lnkd.in/dffae76U

Franklin Templeton boosts its sales team and welcomes Rebecca Morgan, as its new Sales Director to enhance its ability to serve the diverse needs of clients in the Australian market. https://lnkd.in/gHe7UJVV

Goldman Sachs announces the departure of Co-Head of Australia Equity Research Andrew Lyons after 12 years, promoting Mining Analyst Paul Young to Co-Head of Australia and New Zealand Equity Research while Kane Hannan becomes Deputy Head of ANZ Equity Research. https://lnkd.in/gYQsB7UC

GSFM Pty Limited hires Ben Williams as Head of Retail Business, effective from 21 October, replacing Stephen Fletcher. https://lnkd.in/g3WnX3Xk

Income Asset Management Group launches ABS-RMBS Direct and appoints Tony Perkins as Head of Structured and Asset-Backed Securities to lead this initiative. https://lnkd.in/gNJM429j

Rest promotes Simon Esposito and Kiran Singh to Interim Co-Chief Investment Officers following Andrew Lill’s departure, with both leaders continuing their existing roles and leveraging their expertise in private and public markets. https://lnkd.in/gmkmbAfN

Zenith Investment Partners welcomes Dugald Higgins as Acting Group Head of Research after Bronwen Moncrieff departs for Blackwattle Investment Partners. https://lnkd.in/ezPSCYQQ


#MarketMovements #FinancialNews #WealthManagement #Investment #Superannuation #Insurance

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