APPOINTMENTS

Funds management

Savills Investment Management has strengthened its presence in the region with expansion of its Sydney’s investment team and the launch of its first pan-Asian fund. ...

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Financial planning

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

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Superannuation

The newly launched REST Sustainable Growth Option fund’s equity allocation would be managed by Parametric and Calvert. ...

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People & Products

Evergreen Consultants is underpinning its recent growth with the appointment of industry veteran, Michael Ohlsson, as executive director and partner....

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People & Products

HUB24’s head of strategic sales, Shane Muscat, will join Praemium in the same role; while Dale Wright has been added to the southern region sales team....

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People & Products

Fitzpatricks Group has appointed Jodie Blackledge as chief executive, succeeding founder John Woodley....

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People & Products

Pinnacle Investment Management director Adrian Whittingham has chosen to reduce his hours from full-time to part-time and is expected to step into a non-executive role....

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People & Products

Jacqui Lennon, Kieran Forde, Shaneen Marshall and Daniel Longden have all been added to the executive team....

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People & Products

The build to rent developer has announced its newly-formed board which includes a former Hesta chair and two senior AustralianSuper executives. ...

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People & Products

Kearsten James, Julie Matheson and Julian Place have been elected to the Financial Planning Association of Australia board, while Marisa Broome will continue as chair....

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Funds management

The trustee and funds administration arms of MSC Group have been appointed to over 60 existing individual funds backed by Oaktree Capital Management. ...

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People & Products

Peter Green has been appointed sector manager for Australian equities and will be responsible for leading Lonsec’s coverage of Australian equity managed fund products. ...

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People & Products

MTAA Super chief executive Leeanne Turner will lead the combined fund and Dr Ross Barry has been appointed as its chief investment officer....

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People & Products

Rebecca Chu will lead the new Taiwan office for BNY Mellon Investment Management, which opened in Taipei this week....

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People & Products

Group chief operating officer Brendan Malone has been appointed as chief executive of the Australian business of online financial services platform Raiz Invest....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 9 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 10 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago