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Showing 111 - 120 of 1416 results for "Excel"

HESTA hires from MLC Super for GM role

ELIZABETH FRY  |  MONDAY, 27 FEB 2023
HESTA has welcomed Wendy Forster-Smith as its new general manager of projects and transformation. Forster-Smith joins from MLC Super, where she spent three years as the head of client enablement. Before that, she worked at the National Australia Bank ...

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
Melinda Huggins is the new executive general manager of TelstraSuper's financial planning arm. Huggins brings over 30 years of experience in leadership, change management and financial services, with previous senior roles at Perpetual, Macquarie Bank ...

Frontier named asset advisor to university

CASSANDRA BALDINI  |  TUESDAY, 21 FEB 2023
Frontier Advisors has been picked by the University of Adelaide to be its independent asset advisor. Following the appointment, Frontier will work on the strategy, structure, and monitoring of the university's endowment fund. The fund is used to finance ...

MAX Awards 2023: Nominations open

CASSANDRA BALDINI  |  TUESDAY, 21 FEB 2023
Nominations are open for the annual Financial Standard MAX (Marketing, Advertising and Sales Excellence) Awards. Now in their 29th year, the Financial Standard MAX Awards recognise the individuals, teams and organisations that are at the top of their ...

bfinance completes management buyout

CHLOE WALKER  |  WEDNESDAY, 15 FEB 2023
Following major growth, including in the Australian market, the global investment consultant bought out the 51% stake held by Baird Capital. The transaction, supported by Beach Point Capital Management, follows a season of significant growth for bfinance ...

Equity Trustees names super head

ANDREW MCKEAN  |  TUESDAY, 14 FEB 2023
Equity Trustees has appointed Andrew Godfrey as executive general manager of its Superannuation Trustees Services business. Godfrey replaces Mark Blair, who successfully transformed the company's strategy to concentrate on independent outsourced trusteeship ...

Maple-Brown Abbott veteran leaves after 27 years

CHLOE WALKER  |  MONDAY, 6 FEB 2023
After almost three decades at the investment firm, head of Asia Pacific equities Geoff Bazzan has announced his retirement. "I have made the difficult decision to leave the business, and will transition out over the next several months, finishing on ...

Maple-Brown Abbott selects UK, Europe distribution partner

CASSANDRA BALDINI  |  WEDNESDAY, 1 FEB 2023
Maple-Brown Abbott's UCITS funds will be available across the UK and Europe, following an agreement with Hyde Park Investment (HPI). HPI, a capital raising and strategic consultancy firm, will distribute the UCITS funds in locations including, Sweden ...

Natixis APAC lead takes bigger role

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2023
The head of Asia Pacific for Natixis Investment Managers is being promoted to a new position. From March, Fabrice Chemouny will serve as head of international distribution. In this role he will oversee the distribution activities of EMEA, APAC and Latin ...

2023 will be better for bonds: Experts

CASSANDRA BALDINI  |  TUESDAY, 10 JAN 2023
Last year marked the worst performance for bonds since the 1970s and while soaring inflation overshadowed this narrative, it remains an important economic storyline for investors. Stepping into a new year and shaking off the 2022 credit chaos the question ...