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Showing 91 - 100 of 100+ results for Karren Vergara

Investec fund in management buyout

KARREN VERGARA  |  MONDAY, 10 MAY 2021
Investec Australia has divested a portion of its $60 million emerging companies strategy to the fund's founder. The Investec Emerging Companies Australia Fund (IEC) has been bought out by David Phillips on the back of launching Commencer Capital ...

Research firm launches, hires Macquarie exec

KARREN VERGARA  |  MONDAY, 10 MAY 2021
A global fund manager research and benchmarking firm has launched in Australia, appointing a former Macquarie Group executive to lead the business. David Goodman is the new managing director of Inalytics for the Asia Pacific region. Goodman was most ...

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
The Association of Financial Advisers has appointed a general manager of partnerships who joined from AMP. Cameron Burne joined the AFA in March and was most recently a partnership manager at AMP Financial Planning. He spent over eight years with the ...

First Sentier adds director

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
First Sentier Investors has added a staffer to its direct infrastructure team who will oversee water, wastewater and energy transition. Karine Rouge joined in May as a director based in New York. She reports to John Ma, the head of direct infrastructure ...

Pallas hires executive director of lending

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
Boutique debt and equity fund manager Pallas Capital has welcomed a new executive director of lending. Steve Lawrence joins Pallas in the newly created role from La Trobe Financial, where he was the chief lending officer, a role he held for 13 years. ...

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
A global institute is opening its membership and resources for free to financial advisers who want to service Australian expatriates. The Global Financial Planning Institute (GFPI), which was established in September 2019, provides educational resources ...

AMP advice transformation leads exits

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
The change expert hired to transform AMP's financial advice business has left after seven months. Jill Hopkins was the advice transformation program director, appointed in November 2020 as part of the group chief executive Francesco De Ferrari's three-year ...

WTW launches working group

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
Willis Towers Watson has launched a working group that actively seeks opportunities in the public-private equity space. Established in March, one focus area for the working group is the potential for a new type of passive or beta offering within private ...

AMP Capital invests in India

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
AMP Capital has made its inaugural infrastructure debt investment in India, co-financing a deal that will help build major roads for the country. AMP Capital is committing about US$73 million to listed road infrastructure company Sadbhav Infrastructure ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents. Lisa Lee, a Sydney-based former adviser, falsely witnessed binding nomination of beneficiary forms for ...