Craig Phillips

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Funds management

11 Dec

Victoria Funds Management takes up Slack for key role

Former Portfolio Partners managing director David Slack has been appointed by Victoria Funds Management Company (VMFC) as head of the $20 billion group’s investment commi...

Financial planning

10 Dec

AFS ponders future direction

Australian Financial Services (AFS), which has been without a full-time managing director since August, will complete a full strategic review of the group’s operations by...

Financial planning

10 Dec

SMF continues expansion with acquisition

Melbourne-based SMF Funds Management has acquired small dealer group firm LynchPin Financial Services as part of its flagged strategy to boost distribution through either...

Financial planning

10 Dec

ASIC bans adviser for exposing clients

The Australian Securities and Investments Commission (ASIC) has banned a Perth-based investment adviser from acting as an authorised representative of a securities dealer...

Financial planning

09 Dec

Credit Suisse to launch master trust

Credit Suisse Asset Management (CSAM) will wade into the master trust market in the new year after revealing plans today to launch a range of products in the area....

Financial planning

08 Dec

Deutsche expands private client team

Deutsche Bank intends to boost its service offering to high net worth clients with the appointment of Anthony Fasso into a newly created role as a director within its Aus...

Financial planning

08 Dec

HSBC in sales restructure

HSBC Asset Management has undergone further personnel changes following a partial restructure of the group’s sales and marketing operations....

Financial planning

08 Dec

Madison looks for new dealer members

Financial planning dealer firm Madison Financial Group is aiming for rapid expansion next year with plans to sign-up a collection of dealer groups that will see it triple...

Financial planning

04 Dec

Bentley shareholders consider Constellation

Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - will indirectly vote early in the new year on whether to appoint Cons...

Financial planning

04 Dec

BT holds out for NZ law change

BT Financial Group may be exonerated from reimbursing up to 50,000 investors in New Zealand for alleged breaches relating to document filing with the NZ Securities Commis...