Profiles

Henri Aram made an indelible mark on the advice industry by putting retail clients front and centre. Just ask former NAB chairman Michael Chaney.

As a specialist hunter of missing shares belonging to deceased estates, JMI Investments’ Jon Moses helps families and their lawyers navigate a difficult and confusing process. It’s not unusual to find thousands in unpaid dividends, and he recently found a forgotten $1 million portfolio.

AMP recently promoted senior economist Diana Mousina to a new role, deputy chief economist, in recognition of her achievements and succession path. Like other economists, Mousina sees a recession on the cards for Australia, although the timeline may be longer than many hope.

After posting a 16.6 per cent average annual return since 2014 and 31.8 per cent in FY20/21, the Cyan 3G Fund lost 35.8 per cent in FY21/22. So how does it feel, as a fund manager, when things head south in dramatic fashion? The fund’s co-founder, Dean Fergie, speaks to The Inside Network’s James Dunn.

Adviser James O’Reilly had a long-held personal ambition to “stick a pin in the ground” and make a difference, but it was realising how much his clients wanted leadership on sustainable investing that sparked change in the way his practice manages money.

“Sometimes, the market thinks we prioritise ESG factors above investment fundamentals,” says Perennial’s Emilie O’Neill. “But the reality is that it’s just another investment lens.”

Like many people, Ashley O’Connor, head of investment strategy at Invesco Australia, did not exactly plan for the career he ultimately embarked upon. But some serendipity brought him to a role he truly values.