Colonial First State secures former Perpetual general manager
Colonial First State (CFS) and CFS Global Asset Management have secured Perpetual Investments’ former general manager, institutional relationships, global equities, Andrew Francis, for the chief executive role at its new subsidiary, Realindex Investments.
Francis, who has over 14 years experience in consulting, funds management and investment banking, was responsible for Perpetual’s institutional sales and servicing for global equities within the Asia Pacific region.
Prior to joining Perpetual, Francis headed Mercer Investment Consulting’s Australian equity research, consulted to several large funds, and was a member of Mercer’s investment committee. He was also a member of most of the asset class teams, including fixed income and tactical asset allocation/currency.
Realindex is to bring the enhanced Research Affiliates’ Fundamental Index methodology for the management of Australian global equity portfolios to the Australian market.
Recommended for you
Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery amid a complex regulatory environment and growing investment universe.
Global equity manager Orbis Investments has appointed a head of marketing from Capital Group as it becomes the latest manager to target advised retail investors.
While Australia prepares for the $3.5 trillion intergenerational wealth transfer, two female advisers have discussed why women may be detracted from seeking advice and the impact of the gender imbalance in the industry.
ETF provider Betashares has launched a global bond ETF as investors pour billions into cash and fixed income ETFs.