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| | | ... board. Teifi Whatley brings more than 30 years of financial services experience to the trustee board, spanning customer, product and technology roles. She was most recently chief strategy officer at Australian Retirement Trust, where she was responsible ... |
| | | | ... investment and superannuation products. Tremethick worked at AIA for the last 12 years in leadership roles in distribution, product development, and new business service functions in Australia, New Zealand, and Asia. NMG said Tremethick's expertise ... |
| | | | Partners Group co-head of private debt for Asia has been promoted to senior investment leader of the firm's private market royalties business. Sydney-based Krish Vaswani has been with the global private market asset management firm since 2016 and ... |
| | | | Following the recent appointment of Eric Finnell as managing director for Australia and New Zealand, GAM Investments has hired a new business development manager to look after wholesale clients. Reporting directly to Finnell, Malcolm Kazal brings with ... |
| | | | Bell Financial Group (BFG) has said it expects to report an increase in full-year revenue and profit, ahead of its results announcement in February. The broker forecast that full-year revenues will rise 12% to $276 million (FY23: $247 million). It also ... |
| | | | ... as client needs evolve to demand more holistic solutions. "... integrated firms with a range of capabilities including product manufacturing, distribution and advisory, asset servicing and administration, and risk intermediation, are well positioned ... |
| | | | ... retirement solutions business. The Memorandum of Understanding (MOU), in the new partnership, outlines joint initiatives in product development, market expansion, and sales and product enhancement. MUFG Retirement Solutions will also implement TCS software ... |
| | | | Mason Stevens Super has made a slew of changes to administration fees, while also adjusting the expense recovery fee and account keeping fee from February 14. In what is the first change to fees since the product's 2017 inception, Mason Stevens ... |
| | | | ... meet their needs," Northern Trust country head, Australia Leon Stavrou said. "Our client-centric approach and holistic product set positions us well to help Platinum as they focus on increasing operational efficiencies. We look forward to the opportunity ... |
| | | | ... exchange-traded fund (ETF) industry has had a landmark year, breaking records pertaining to market capitalisation, net flows, and product launches. Last year, the ETF industry's funds under management (FUM) reached $246.3 billion - registering a ... |
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