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PERPETUAL
People & Products
Ben Daly and Nicole Aubrey have been appointed to distribution roles in Australia. ...
Funds management
Exposure to pandemic-specific stocks such as Zoom and vaccine manufacturer Moderna have helped the Baillie Gifford Global Growth fund become the best-performing global eq...
Funds management
The move comes as Perpetual sought a new custodian and administrator after RBC decided to leave the Australian market....
Funds management
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
Financial planning
Perpetual Limited has flagged its preparedness to further grow Perpetual Private via bolt-on acquisitions....
People & Products
Cathy Doyle will be the new chair of the superannuation and wealth management recruitment firm. ...
Funds management
Equity, bond and multi-asset sectors all saw high volumes of 1 Crown-rated funds in the latest FE fundinfo Crown Ratings rebalance. ...
Financial planning
While planners are less optimistic about domestic stocks they are more likely to advise clients to invest their excess cash rather than reduce exposure to markets, accord...
People & Products
Lonsec has announced it has made two senior hires in its research team to deepen support broader growth across the business....
People & Products
Marion Enander and Maria Loyez have been appointed to the senior management team, while the firm has achieved full gender equality at the board and C-suite level. ...
Funds management
Perpetual has picked up a 75% stake in significant US investment business, Barrow, Hanley, Mewhinney and Strauss....
Funds management
Nine of Perpetual’s fixed income funds will have their management fees reduced from 1 October, 2020. ...
Funds management
Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch new ESG offerings in Australia in 2021. ...
People & Products
Perpetual’s Eric Armbrust will join Elston Asset Management, working with the adviser team on partnerships as the firm plans expansion into Melbourne....
Funds management
There have been mixed results for major listed financial groups in terms of volatility caused by COVID-19 with banks suffering least while firms such as OneVue and Challe...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...