Wealth Industry Executive Appointments & News

1 October

People & Products

One Managed Investment funds director steps down

Justin Epstein has resigned as director and will be replaced with Michael Sutherland being appointed to the board

1 October

People & Products

RWC appoints head of legal and compliance

Huan Ke will be based at RWC’s London office and will be responsible for its global legal and compliance functions.

1 October

People & Products

State Street adds to transition management team

Abhilash Menon has been appointed by State Street Global Markets as their new multi asset class transition manager

25 September

People & Products

Allianz Australia chairman to retire

John Curtis will retire from Allianz Australia at the end of the year, with Paula Dwyer taking over as chair from

24 September

People & Products

AMP launches fee calculator for MyNorth

AMP’s MyNorth wrap platform has a new web-based fee calculator to help advisers and clients quickly calculate

24 September

People & Products

ASI appoints ESG investment director

Danielle Welsh-Rose will help integrate ESG factors and advocate the importance of ESG capabilities to Aberdeen

Lonsec Research has strengthened its focus on the environmental, social and governance (ESG) and socially responsible investing (SRI) sectors.

24 September

People & Products

Scientific Beta to offer ESG options for multi-factor indices

The environmental, social, and governance options will exclude companies that fall short of global standards of

24 September

People & Products

Qantas Super appoints chief risk officer

Suzette Thurman will help the fund focus on the implementation of the three lines of defence risk governance model.

New academic research has confirmed that increasing regulation has been influential in banks deciding to exit elements of their wealth management and insurance businesses.

19 September

People & Products

IFM Investors CEO to depart

IFM Investors chief executive Brett Himbury is to step down from his executive roles from December 2020 after 10

17 September

People & Products

Challenger appoints funds management CEO

Nick Hamilton has been hired to take over from the retiring Ian Saines.

17 September

People & Products

Yarra Capital Management appoints head of macro and strategy

Former Ellerston Capital chief economist, Tim Toohey, has been appointed by Yarra Capital Management as head of

The Financial Planning Association’s bid to become a code-monitoring body has taken another step with the appointment of two senior lawyers to oversee its Conduct Review Commission.

17 September

People & Products

Pinnacle adds to senior distribution team

Pinnacle has added Wes Campbell to its institutional distribution team and will be director, distribution, based

Market Insights

Investing in China: Opportunity amid turmoil

12 November 2019

Emerging Markets: Misconceptions Masking the Structural Bull Case

1 November 2019

Your complete factor investing roadmap for equities

1 November 2019

Build a Strong Core

1 August 2019

Agent 86

I understand that Stephen Glenfield has responded by saying " the guidance around the code...

FASEA board accused of shunning industry2 days 6 hours ago

Chris V

I'm with Adam. The FPA are conflicted.

FASEA board accused of shunning industry2 days 7 hours ago

Agent 86

This whole process has been so poorly designed by Govt it is negligent.
For those parents...

PYS changes already impacting claims2 days 7 hours ago

People & Products

One Managed Investment funds director steps down

RWC appoints head of legal and compliance

State Street adds to transition management team

Allianz Australia chairman to retire

AMP launches fee calculator for MyNorth

ASI appoints ESG investment director

Scientific Beta to offer ESG options for multi-factor indices

Qantas Super appoints chief risk officer

IFM Investors CEO to depart

Challenger appoints funds management CEO

Yarra Capital Management appoints head of macro and strategy

Pinnacle adds to senior distribution team

Investing in China: Opportunity amid turmoil

Emerging Markets: Misconceptions Masking the Structural Bull Case

Your complete factor investing roadmap for equities

Build a Strong Core

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