CHIEF INVESTMENT OFFICER
Financial planning
AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...
People & Products
David Hartley has left his position as chief investment officer (CIO) of Mercer Trusts, after being with the Mercer Investment Consulting group for 13 years....
Financial planning
Absolute return fund manager Basis Capital Management has had its successful flagship fund made available to the retail market, with both BT and Macquarie now offering th...
Financial planning
UBS Global Asset Management (UBS GAM) chief investment officer (CIO) and head of asset allocation Jon Taylor has left the group to take up the role of CIO at HSBC Asset M...
People & Products
Boutique investment manager Perennial Investment Partners has appointed former Invesco head of operations Lewis Bearman into the same role with the predominantly value-st...
Financial planning
State Street Global Advisors (SSgA) Australia has appointed former Westpac Investment Management chief investment officer Don Hamson into the newly created role of head o...
Financial planning
Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer John Nairn in the newly created role of chief operating officer....
Financial planning
Alternative investment fund manager Absolute Capital has made significant changes to its investment team, with group managing director Deon Joubert picking up the role of...
Financial planning
AXA has been rated by InvestorWeb as the top six star manager for international equities, due to the success of its global value offering managed by US-based value manage...
Financial planning
InTech Research has appointed a new head of investment research, with Michael Coop stepping into the role....
Financial planning
The Commonwealth Bank of Australia’s (CBA) international wealth management businesses First State Investments UK and First State Investments Asia are to be combined and r...
Financial planning
Direct Portfolio Services has completely overhauled its board of directors following a failed coup d’état to oust company founder and chief investment officer John Alders...
Financial planning
AXA has brought the asset consulting of its superannuation products in-house, awarding the work to Ipac which had previously been handled by van Eyk Research....
Financial planning
Hunter Hall Investment Management has undergone a staff reshuffle with the appointment of a new chief investment officer and the resignation of one investment analyst and...
Financial planning
Australian boutique fund manager Select Asset Management has announced a joint venture with European hedge fund manager Aspect Capital to increase its absolute return foc...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...