Moves of the week

Recent moves snapshot

Planning in Berlin: How to operate a business from offshore

Carolinebell

Caroline Bell is based in Berlin Germany, but until December last year was also a registered Australian financial planner. She is now the Advisory Board for her financial planning practice which she established 15 years ago – Summerhill Financial Services – with registered financial planner Alex Perini dealing directly with clients. Bell also manages the business strategy for the practice and has financial adviser experience in Germany. She shared her thoughts on the Australian financial planning industry with Industry Moves.

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A brave new world for financial planners

Recep+peker

Former Investment Trends research director Recep Peker started up his new business Empower Business Advisory in January this year and has had so much demand already needs to consider hiring people. He spoke to Industry Moves about some of the biggest challenges facing financial advisers and the investment industry.

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Positioning yourself for your next great executive role

Judith+beck

Judith Beck, author of No Sex at Work and the founder of both the Financial Recruitment Group and Financial Executive Women – knows a lot about recruitment and how you position yourself best for your next great role – she shared some tips with Money magazine managing editor Julia Newbould. More

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Featured Products & Services

Steve+jarrott

Warakirri Institutional Farmland Fund – Case Study

Warakirri Asset Management has just launched an institutional Farmland Fund which will acquire a portfolio of high-quality agricultural property assets that it will lease to leading agricultural businesses, as Tenant Partners. Portfolio manager for the fund, Steve Jarrott (pictured), and head of ... More

Will+burkitt

Care & Living with Mercer (CaLM) - Case Study

Mercer has just launched Care & Living with Mercer (CaLM) a service which will help Australians plan, implement and monitor arrangements for their living and aging care needs. The program is the brainchild of Will Burkitt, Mercer’s Leader of Retirement Innovation and Care & Living. He spoke to ... More

Daniel+cheever

State Street ESG Risk Analytics and Reporting Solution – Case Study

State Street has added another layer to its ESG Risk Analytics and Reporting Solution via a strategic engagement with S&P Global Trucost. The arrangement will enable users of the State Street solution to access Trucost data on risks relating to climate change, natural resource constraints, and ... More

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