CREDIT SUISSE
People & Products
UBS Global Asset Management has appointed Tracey McNaughton as head of investment strategy in Australia....
People & Products
State Street Global Advisors (SSgA) has appointed a new global head of its official institutions group following John Nugée’s decision to retire at the end of October....
Financial planning
Credit Suisse has moved to extend its strategic partnership with First NZ Capital via the formation of a new business aimed at the Australian small-cap sector....
Financial planning
Credit Suisse Equities Australia has paid a penalty of $95,000 for not having in place adequate resources for its Automated Order Processing (AOP) system to account for c...
Financial planning
Credit Suisse Private Banking has launched two new investment portfolios specifically developed for individuals applying for a Significant Investor Visa in Australia....
People & Products
Franklin Templeton Investments has appointed Matthew Hattersley as northern region - key account manager, the company's sixth strategic hire to its retail business in the...
Financial planning
Australians have comfortably the highest median wealth of any country for the second year running, according to the Credit Suisse Global Wealth Report....
Financial planning
Credit Suisse's Australian equities arm has paid a $52,000 penalty to ASIC after a glitch in its automatic order processing system was found to have breached "the efficie...
Editorial
With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....
People & Products
Solaris Investment Management has appointed an investment specialist for the institutional client market....
People & Products
Schroders Investment Management has announced the appointment of Stuart Dear as a fund manager within its fixed income and multi-asset team....
Funds management
Boutique fund manager Bennelong Funds Management has shone a light on the competitive pressures facing managers in the current environment, saying that boutiques are shut...
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
Financial planning
Swiss-based Credit Suisse has gone back-to-back in being named the Best Private Bank in Australia for a second year in succession by Euromoney Magazine....
People & Products
Australian Ethical has appointed David Macri as chief investment officer following James Jordan's decision to step down after nearly two years in the role....
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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...