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Showing 1 - 10 of 100 results for "Advance Asset Management"

Perennial Partners names institutional sales director

ELIZABETH FRY  |  TUESDAY, 30 JAN 2024
... institutional and wholesale distribution sales roles. Before Vanguard, Elhage held roles with AXA and Advance Asset Management, which eventually became BT Investment Solutions. Perennial Partners' head of distribution Cesar Farfan welcomed him to ...

Mercer Super investment chief departs

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... Mercer in April as part of the merger of BT Super into the Mercer Super Trust and the acquisition of Advance Asset Management. On joining, Collocott oversaw the performance of Mercer Super's investment options and diversified funds, provided leadership ...

Westpac reports $7.2bn profit

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... divested 10 business units. This year, it divested BT's personal and corporate superannuation funds and Advance Asset Management to Mercer Australia. Assets for "packaged funds" decreased by $38.9 billion compared to 2022, primarily driven by $38.5 ...

Mercer appoints first Wealth Pacific chief

ANDREW MCKEAN  |  MONDAY, 24 JUL 2023
... move saw Mercer integrate BT Super's personal and corporate superannuation offerings, and incorporate Advance Asset Management into its portfolio. Hales' remit also encompasses Mercer's multi-manager and investment solutions business, and its superannuation ...

Mercer appoints three new directors

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
... State Super senior investment counsel David Hartley have joined the Mercer Investments (Australia) and Advance Asset Management boards. Meanwhile, Infrastructure Victoria chair Jim Miller was appointed to the Mercer Superannuation (Australia) board. ...

Advance Asset Management ceases direct distribution

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
Advance Asset Management funds will no longer be available to direct retail investors following a rather significant change to the eligibility criteria for investment. Currently, Advance AM funds have a minimum investment of $5000 and are available ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... group's half year to March 2023 results. The successor funds transfer of BT Superannuation and takeover of Advance Asset Management, which finalised in March and April respectively, gained about $350 million for the group. Funds under management ...

Mercer names strategic relationships lead

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... Fitzgerald. The appointment follows the merger of BT Super into the Mercer Super Trust and the acquisition of Advance Asset Management. Previously, Allmey spent over six years at BT in various investment specialist roles, including heading up the team ...

Mercer Super names key executives

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2023
... leadership to the Pacific Investment Management team, Mercer said. He will also work on the transition of the Advance Asset Management funds to Mercer. He was BT's chief investment officer for more than five years prior to the merger and has also ...

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
Mercer has officially taken on BT's personal and corporate superannuation products, as well as Advance Asset Management, entering the big leagues with about $63 billion in assets. The finalised merger brings the total member count for Mercer Super ...
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