AUSTRALIAN UNITY

Funds management

Australian Ethical has reported $10.4 billion in funds under management as quarterly inflows grow by 54 per cent....

Funds management

ASIC has made an interim stop order preventing Australian Unity Funds Management from issuing or distributing interests in an income fund to retail clients after concerns...

Financial planning

AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO. ...

Financial planning

Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum ...

Funds management

Equity fund manager Platypus Asset Management, which is owned by Australian Unity, has appointed a new chief executive....

People & Products

The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable...

Financial planning

Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....

Funds management

Three months since it was first announced, the firms have confirmed the proposed merger of the Cromwell Direct Property Fund and the Australian Unity Diversified Property...

People & Products

The investment manager has appointed Tushar Kale as its new chief financial officer following the departure of Andrew Plum at the end of June. ...

People & Products

Insignia Financial has executed a share sale agreement with Australian Unity to sell its $1.1 billion friendly society investment bond business. ...

Funds management

Cromwell Funds Management has entered into a merger implementation deed with Australian Unity Property Ltd....

Funds management

With the Fund Manager of the Year Awards just around the corner, Money Management spoke with the finalists nominated for Unlisted Real Estate Fund of the Year....

Financial planning

The growing importance of data analytics at advice businesses will mean practices need to set ground rules and be prepared to address what they discover in the future....

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People & Products

Australian Unity has appointed Matthew Moore as its first head of responsible investment and stewardship, an appointment which the firm says will enable Australian Unity ...

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Funds management

Australia’s listed property funds have experienced a strong turnaround and the sector’s average returns were only beat by global equities in the March quarter, according ...

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