Wealth Industry Executive Appointments & News

7 January

People & Products

Willis Towers Watson appoints head of Australasia

Willis Towers Watson announced the appointment of its new head of Australasia, which was combined with the head of

21 December

People & Products

Box exits as Count Financial GM

Count Financial will be looking to recruit a new general manager in 2019 following the resignation of Ed Box.

Wilson Asset Management chairman, Geoff Wilson has spoken on the review of Hunter Hall Global Value Limited’s strategy after disappointing market results.

21 December

People & Products

Magellan AM reaffirms changes to its board

Magellan Asset Management has reaffirmed changes to its board, which were first announced on 4 October.

21 December

People & Products

Merry Christmas from Money Management

Christmas greetings from the entire team at Money Management

20 December

People & Products

HSBC Australia appoints new head of retail banking

HSBC Australia has appointed Jessica Power as its new head of retail banking and wealth management, effective

18 December

People & Products

AFA Inspire appoints national chair

The Association of Financial Advisers has appointed a national chair of AFA Inspire.

The Australian Securities and Investments Commission has announced a cooperative agreement with Indonesia’s Otoritas Jasa Keuangan to promote fintech development.

18 December

People & Products

Raiz to distribute mutual funds in Indonesia

Mobile-led financial services business offering, Raiz, has secured a licence to distribute mutual funds in

18 December

People & Products

Praemium renews portfolio admin deal

Praemium has renewed its contractual agreement with Asgard Capital Management to provide portfolio administration

17 December

People & Products

Centrepoint adds interim CFO

Centrepoint Alliance has appointed Peter Loosmore as chief financial officer as part of its “strategic refresh”.

Vanguard Australia has appointed Johanna Platt as the company’s new chief financial officer.

17 December

People & Products

Prime appoints CFO, company secretary

Prime Financial Group has appointed a chief financial officer and reappointed its company secretary.

14 December

People & Products

OneVue appoints CIO

OneVue has bolstered its cybersecurity team with the appointment of a chief information officer.

13 December

People & Products

Copia expands distribution team

Copia Investment Partners has announced the appointment of Mani Papakonstantinos to the role of distribution

Aug1

Women in Financial Services 2019

Sep12

Future of Wealth Management 2019 - Advice

Cricko

Agreed, though having said that I started one for myself, my wife, my two children and intend in...

Govt legislates on industry fund corporate boxes1 day 19 hours ago

NDNCFP

Yes this is the answer. Product providers purchase the client from advisers at the pre RC rate...

The Royal Commission should have gone longer, further 1 day 20 hours ago

Brett H

I'd be more concerned about Standard 4 - my reading of it says that you need to get...

Planners brace for the reality of a flat fee for service world1 day 21 hours ago

People & Products

Willis Towers Watson appoints head of Australasia

Box exits as Count Financial GM

Magellan AM reaffirms changes to its board

Merry Christmas from Money Management

HSBC Australia appoints new head of retail banking

AFA Inspire appoints national chair

Raiz to distribute mutual funds in Indonesia

Praemium renews portfolio admin deal

Centrepoint adds interim CFO

Prime appoints CFO, company secretary

OneVue appoints CIO

Copia expands distribution team

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Cricko

NDNCFP

Brett H

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