Wealth Management Recent Movements Update 26/11/2024
Recent Leadership Appointments and Departures Shaping Australia's Wealth Management Landscape 13/11/2024
Recent Movements in Wealth Management 👩💼👨💼
▶ Australian Retirement Trust (ART) farewells
Andrew Ko, its Head of Strategy, who authored ART's first corporate strategy following the 2022 merger of Sunsuper and QSuper. https://lnkd.in/ggMej_UJ
▶ Capital Partners Private Wealth Advisers’ Managing Director,
David Andrew, steps down after 25 years in the role. https://lnkd.in/eN4W-AJY
▶ Challenger Limited welcomes a Co-Head to its investment solutions business with
Marco Barchmann, who will run investment solutions jointly with Jerome Yim, promoted from Senior Portfolio Manager. https://lnkd.in/eCWbrB7x
▶ Perpetual Limited appoints
Craig Squires, previously Chief Operating Officer, as Executive of Transitional Services, where he will oversee the transition of services to KKR. James MacNevin is now Chief Operating Officer, effective immediately. https://lnkd.in/gKYG3_wP
▶ After departing Frontier as Head of Alternatives,
Michiel Swaak joins Evergreen Consultants as a Principal Consultant. https://lnkd.in/gEZj7U43
▶ Fidelity International strengthens its distribution team with the appointment of
Maxine Kraut White as Director of Institutional Business, after her eight-year tenure in a similar role at Neuberger Berman. https://lnkd.in/gKA9mQ42
▶ Prime Super welcomes former Media Super Chief Investment Officer,
Michael McQueen, as General Manager of Investments, filling the position left vacant by Jane Kang last year.
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