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Showing 91 - 100 of 213 results for "M2 Group"

BTIM chief retires, successor named

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
The chief executive of BT Investment Management Australia is retiring and a former First State Super executive is taking over. BTIM Australia announced the retirement of Michael Bargholz, effective 30 July 2018, and former First State Super chief investment ...

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
Real Asset Management Group (RAM) appointed a new chief operating officer. Oliver Mourant joins RAM from Enhance Group, a Jersey-based investment consultancy firm he co-founded in 2005. There he was responsible for its overall operations, helping to ...

Mainstream renews boutique fund administration mandate

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
Global fund administrator Mainstream Fund Services has renewed one of its long-standing mandates, allowing the firm to deliver fund administration services to an Australian boutique manager. Following a comprehensive review of operations, Mainstream ...

More clarity needed on NAB redundancies

JAMIE WILLIAMSON  |  FRIDAY, 3 NOV 2017
The Financial Sector Union of Australia is concerned with NAB's lack of detail provided around plans to cut almost 20% of its staff by 2020. The FSU responded to the news of planned job cuts by demanding urgent talks with NAB chief executive Andrew ...

Wealth arm projects Perpetual profit

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
Perpetual announced net profits of $137 million, up 4% on FY16, driven in part by its wealth management arm. New client growth in target segments, as well as higher non-market related revenue and higher equity markets led to a before tax profit of $40.5 ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...

Advisers urged to prepare clients for super shift

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
Superannuation funds are at risk of potentially losing significant value if trustees don't capture the tax implications or the appropriate structures correctly ahead of the pending 1 July changes, a business advisory expert warns. Fordham Group partner ...

Sydney firm sees AFSL cancelled

EMMA RAPAPORT  |  WEDNESDAY, 18 JAN 2017
ASIC cancelled the Australian Financial Services Licence of Sydney based insurance company Core Insurance for failing to lodge financial statements and auditor reports for two years. Core Insurance, which trades as Ferme, has held its AFSL since October ...

BTIM executive leaves for boutique manager

EMMA RAPAPORT  |  TUESDAY, 17 JAN 2017
BT Investment Management group executive, international, Gavin Rochussen is resigning after five months in the newly created role. More broadly Rochussen also leaves after eight years at J O Hambro Capital Management which included five years within ...

Macquarie merges businesses, exec departs

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
Macquarie has merged two of its three capital markets facing businesses. The bank has combined Macquarie Securities Group (MSG) and the Commodities and Financial Markets Group (CFM), now forming the Commodities and Global Markets Group (CGM). Macquarie ...