Rest appoints Divya Jain to Portfolio Manager, Asset Allocation role

July 2025

Global Investment Institute congratulates Divya Jain on her appointment to the role of Portfolio Manager, Asset Allocation at Rest.

Rest is one of Australia's largest profit-to-member superannuation funds, investing on behalf of more than 2 million members, with A$93 billion in assets under management.

Most recently, Divya served in the role of Portfolio Strategist, Asset Allocation at Cbus.

We wish Divya all the best in her new role and continued success to the team at Rest.

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Jessica Lin promoted to Head of Capital Markets and Fixed Income at LGT Crestone Wealth Management

July 2025

Global Investment Institute congratulates Jessica Lin on her promotion to Head of Capital Markets and Fixed Income at LGT Crestone Wealth Management.

LGT Crestone Wealth Management provide private wealth advice services to high net worth and ultra-high net worth families, family offices and for purpose organisations.

Prior to her promotion, Jessica most recently served in the role of Capital Markets Specialist.

We wish Jessica all the best in her new role and continued success to the team at LGT Crestone Wealth Management.

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Jack Carroll joins Evans & Partners as Associate - Fixed Income

July 2025

Global Investment Institute congratulates Jack Carroll on his appointment to the role of Associate - Fixed Income at Evans & Partners.

Evans & Partners delivers financial services across wealth management, corporate advisory, institutional sales and trading and research. They provide financial advice for individuals, families, for-purpose organisations, corporates and institutions.

Most recently, Jack served in the role of Investment Analyst at Zenith Investment Partners, having initially joined the firm as an Associate Investment Analyst.

We wish Jack all the best in his new role and continued success to the team at Evans & Partners.

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Isrin Khor appointed as Senior Asset Consultant at Evidentia Group

July 2025

Global Investment Institute congratulates Isrin Khor on her appointment to the role of Senior Asset Consultant at Evidentia Group.

Evidentia Group are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms, with over A$26.8 billion in funds under management.

Most recently, Isrin served in the role of Investment Consultant at Lonsec, having initially joined the firm as a Senior Investment Analyst.

We wish Isrin all the best in her new role and continued success to the team at Evidentia Group.

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Ramali De Zoysa promoted to Associate, Private Equity and Unlisted Assets at Colonial First State

July 2025

Global Investment Institute congratulates Ramali De Zoysa on her promotion to Associate, Private Equity and Unlisted Assets at Colonial First State.

Colonial First State provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors, with ~A$159 billion in funds under management.

Prior to her promotion, Ramali most recently served in the role of Senior Investment Analyst, having initially joined the fund as an Investment Analyst.

We wish Ramali all the best in her new role and continued success to the team at Colonial First State.

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Evidentia Group inaugural Executive Leadership Team announced

July 2025

Formed through the merger of Evidentia, Lonsec Investment Solutions, and Implemented Portfolios, Evidentia Group has over A$26.8 billion in FUM. They are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms.

Evidentia Group has announced the appointment of its inaugural executive leadership team, effective from 1 July 2025.

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Martin Kofoed promoted to Senior Investment Consultant at Zenith Investment Partners

July 2025

Global Investment Institute congratulates Martin Kofoed on his promotion to the role of Senior Investment Consultant at Zenith Investment Partners.

Zenith Investment Partners is a provider of investment research, ratings and managed account portfolio solutions, with ~A$5 billion in funds under management and more than 150 licensee clients.

Prior to his promotion, Martin most recently served in the role of Investment Consultant in the Portfolio Solutions team.

We wish Martin all the best in his new role and continued success to the team at Zenith Investment Partners.

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LGT Crestone Wealth Management promotes Matthew Tan to Head of Asset Allocation

July 2025

Global Investment Institute congratulates Matthew Tan on his promotion to the role of Head of Asset Allocation at LGT Crestone Wealth Management.

LGT Crestone Wealth Management provide private wealth advice services to high net worth and ultra-high net worth families, family offices and for purpose organisations.

Prior to his promotion, Matthew most recently served in the role of Senior Asset Allocation Specialist.

We wish Matthew all the best in his new role and continued success to the team at LGT Crestone Wealth Management.

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Adele O'Shannassy promoted to Head of Research at Drummond Capital Partners

July 2025

Global Investment Institute congratulates Adele O'Shannassy on her promotion to the role of Head of Research at Drummond Capital Partners.

Established in 2017, Drummond Capital Partners manage active, global multi-asset portfolios for financial intermediaries, high net worth individuals and family office clients.

Prior to her promotion, Adele most recently served as a Senior Analyst, having joined the firm in 2022 as an Analyst.

We wish Adele all the best in her new role and continued success to the team at Drummond Capital Partners.

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Best practice in direct lending and the questions investors should be asking when assessing managers

Video | Kevin Marchetti, Co-Head of Direct Lending and Chief Credit Officer, Man Varagon

In this exclusive interview Kevin discusses best practice in building and managing direct lending portfolios, what investors should be asking when evaluating new and existing managers as part of their due diligence and risk management processes, and how he expects the asset class to evolve in the years ahead.

Watch the full interview which covers:

0:23 - How has the private credit market, and in particular direct lending, evolved in recent years? How do you expect it to evolve in the coming years?

1:15 - What segment of the direct lending market does Man Varagon target, and why?

1:53 - What is best practice in direct lending portfolio construction from Man Varagon’s perspective?

2:31 - How does your approach to direct lending portfolio construction inform your due diligence and risk management processes?

4:02 - What questions should investors be asking when evaluating new and existing direct lending manager relationships?

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Chris Robertson appointed as Head of Portfolio and Risk Management at Evidentia Group

June 2025

Global Investment Institute congratulates Chris Robertson on his appointment to the role of Head of Portfolio and Risk Management at Evidentia Group.

Evidentia Group has over A$13 billion in FUM. They are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms.

In this newly created role, Chris will lead the integration of performance and investment risk analytics into Evidentia’s investment management process. Most recently, he served as an Asset and Wealth Management Consultant at Arthur Austin Investments, a position he held for nine years.

We wish Chris all the best in his new role and continued success to the team at Evidentia Group.

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Simon Beeny promoted to Senior Portfolio Manager - Portfolio Strategy at HESTA

June 2025

Global Investment Institute congratulates Simon Beeny on his promotion to the role of Senior Portfolio Manager - Portfolio Strategy at HESTA.

HESTA is an Australian industry superannuation fund with A$93 billion in assets under management and over 1.05 million members.

Prior to his promotion, Simon most recently served as Investment Manager - Portfolio Strategy and Risk.

We wish Simon all the best in his new role and continued success to the team at HESTA.

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