Elizabeth Fry

Sydney

Managing Editor at Industry Moves

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Articles

Ascalon hires from SCM, Zenith and GQG

1 week ago | financialstandard.com.au | Elizabeth Fry

Ascalon Capital has strengthened its leadership team with the appointment of a chief executive and two new partners, including a founder of Zenith Investment Partners. Aubrey Roga joins as chief executive of the investment consulting and asset management firm, with Shane Hawke moving to head of implemented consulting and investment research. Roga brings over two decades of experience in asset management, strategic accounts, and executive advisory leadership.
Evidentia hires two new starters

2 weeks ago | financialstandard.com.au | Elizabeth Fry

Josh Phillips has joined asset consulting firm Evidentia Group as senior asset consultant after 12 years in Aware Super's Australian direct equities team. Evidentia is owned by Generation Development Group. At Aware Super, Phillips served as co-portfolio manager of the pension fund's small companies team where he helped develop the strategy's investment philosophy and process. He began his tenure there as an associate portfolio manager before being promoted to the senior role.
BlackRock names new insto lead

2 weeks ago | financialstandard.com.au | Elizabeth Fry

After nearly 20 years, Tim O'Sullivan, BlackRock's head of institutional client business, has decided to retire to pursue a family-founded startup venture. As of September, O'Sullivan will leave the financial services industry entirely, as the family business operates within the health sector. He will be succeeded by Jonathan Jenkins, who joined BlackRock over two years ago and currently manages the client business in Victoria, Tasmania, South Australia, and Western Australia.
BFA Global heads offshore

2 weeks ago | financialstandard.com.au | Elizabeth Fry

Private assets investment manager BFA Global Investors is expanding into Singapore as the firm looks to capitalise on growing institutional demand across Asia-Pacific markets. The move marks a significant milestone for the investment manager led by Jonathan Belz and Gavin Ezekowitz, who are positioning the firm to find deals in one of the region's key financial hubs.
Evidentia hires from superannuation giant

2 weeks ago | financialstandard.com.au | Elizabeth Fry

Josh Phillips has joined asset consulting firm Evidentia Group as senior asset consultant after 12 years in Aware Super's Australian direct equities team. Evidentia is owned by Generation Development Group. At Aware Super, Phillips served as co-portfolio manager of the pension fund's small companies team where he helped develop the strategy's investment philosophy and process. He began his tenure there as an associate portfolio manager before being promoted to the senior role.
Bentham adds to distribution team

2 weeks ago | financialstandard.com.au | Elizabeth Fry

Bentham Asset Management hired two staff to expand its distribution team as demand for credit strategies rises. The strategic hires come as the global fixed income manager continues to see heightened investor interest in credit strategies, driven by market volatility and a growing shift toward defensive portfolio allocations.
Aware Real Estate names new chief

2 weeks ago | financialstandard.com.au | Elizabeth Fry

Aware Real Estate (ARE) has appointed Tracey Whitby as chief executive of the $2.5 billion property fund, effective June 1. Whitby had been serving as interim chief executive for the past six months. The property arm's chair Rod Fehring praised Whitby's leadership during her interim tenure, particularly her strategic guidance through recent global market volatility.
Aware Super tops up direct equities team

2 weeks ago | financialstandard.com.au | Elizabeth Fry

Aware Super's direct equities portfolio has received a boost with three new appointments - one promotion and two new hires. Keen to add another senior investment analyst to the team, Sachin Nair has been elevated to that position. Covering tech, Nair has been with Aware Super for three years, having previously worked for Cambridge Associates and Capgemini. Second, Rachel Ryan joins as an investment analyst, covering telecommunications and diversified financials.
ART farewells two more executives

2 weeks ago | financialstandard.com.au | Elizabeth Fry

Australian Retirement Trust's efforts to streamline its operations and restructure its leadership have led to the departure of two more senior executives.
Remara adds private wealth lead

3 weeks ago | financialstandard.com.au | Elizabeth Fry

Alternative assets firm Remara Investment Management has welcomed a new head of distribution to cater to the firm's private wealth clients. Wayne Richardson joins Remara Investment Management with nearly two decades of experience in financial services in Australia and international markets. He previously worked at the National Australia Bank, where he spent over 11 years in leadership roles, including regional director at NAB Private Wealth, and product manager for equities at nabtrade.