APPOINTMENT

People & Products

Clime Investment Management has announced the appointment of Jason Gapps as national practice manager at Madison Financial Group. ...

People & Products

Mercer has appointed Marcus De Kock as its new alternatives investment director for the Pacific region. ...

People & Products

Stephen Poole, former general manager of NAB’s Meritum Financial Group, has joined Gold Coast boutique fund manager Swell as head of distribution. ...

People & Products

Peter Chun will start in the role on 6 September, replacing Kevin O’Sullivan who was chief executive at the industry super fund for eight years....

People & Products

Rachel Halpern will be responsible for the firm’s sustainability team in the newly-created role. ...

People & Products

Bevan Green has been appointed as business development manger for AXA Investment Managers....

People & Products

The ratings house has appointed former Xplore Wealth chief executive Mike Wright into the role....

Financial planning

AMP has announced a flatter management structure covering AMP Wealth and AMP Bank....

Funds management

Connecticut-based Axiom Investments will be managing Pengana’s two international ethical funds following the departure of its chief investment officer and deputy portfoli...

People & Products

Bozenna Hinton has been appointed general manager – product, pricing and retail insurance proposition, responsible for ensuring the sustainability of MLC Life Insurance’s...

People & Products

Ellerston Capital chief investment officer, Christo Hall, will become the chair of the investment committee at Perks Private Wealth....

People & Products

Phelim O’Neill has been appointed as distribution director to its Sydney office, responsible for relationships across the adviser, family office and wholesale channels in...

People & Products

Revolution Asset Management has appointed Steve Sutinen as portfolio manager and Lucie Bielczykova as associate portfolio manager to its private debt funds. ...

People & Products

Former Fortescue Metals deputy chief executive, Russell Scrimshaw, has been appointed deputy chair of the board of directors and as a non-executive director. ...

People & Products

The bank’s group general manager for internal audit, Shane Buggle, has been appointed to the acting role....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 days 22 hours ago
moneymanagement logo