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Showing 1161 - 1170 of 2433 results for "Combined"

Family office merger sees new chief executive

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2017
Newly combined family offices, Mutual Trust and Myer Family Company, announced the appointment of a new chief executive. Phil Harkness has been appointed chief executive of Mutual Trust and chief executive-elect of the enlarged group. Pending completion ...

New portfolio manager at IOOF

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2017
... recently an equities portfolio manager at Funds SA for three years overseeing Australian and international equities with a combined value of more than $11 billion. He joined Funds SA about 17 years ago as an investment analyst, and was promoted to international ...

Industry fund and wealth manager finalise integration

EMMA RAPAPORT  |  FRIDAY, 28 JUL 2017
... March 2016 for a reported $1 billion, creating the largest member-owned financial planning network in Australia. The combined business will be responsible for the management of $84 billion, including the administration of more than $21 billion in retirement ...

Inflation matters

BENJAMIN ONG  |  WEDNESDAY, 26 JUL 2017
... to the Brexit referendum last 23 June 2016 and 0.8% less since the start of the year. The pound's sharp depreciation combined with strengthening momentum in the UK economy - both of which, puts rising pressure on inflation - prodded BOE governor Mark ...

Global reinsurer adopts ESG framework

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... companies to become more sustainable. The MSCI indexes rate companies against various ethical criteria, with the score combined with market capitalisation weight, meaning companies with greater ethical performance in turn have a greater weight in the ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... Initiative. The educational courses will comprise practical ESG academic content and related investment management practices, combined with insights for practical application by advisers and their clients. Complementing this, the MMI will also provide ...

Clime acquires equities boutique for $3.6m

ALEX BURKE  |  MONDAY, 17 JUL 2017
... subject to the above requirements. CBG principal Ronni Chalmers will also join Clime's management team. Chalmers said: "The combined funds team will offer a deeper and broader research capability. The extended product list will be of immense interest ...

Super funds renew custody contracts with State Street

EMMA RAPAPORT  |  THURSDAY, 13 JUL 2017
Two superannuation funds with a combined $9 billion in assets under management have reappointed State Street to provide custody and asset services. NGS Super has re-signed with State Street for an additional three years, while Christian Super has also ...

IRESS and MainstreamBPO in super admin deal

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
... clients, which include seven retirement savings accounts and a public offer retail fund for customer-owned banks, have a combined funds under administration of about $650 million. MainstreamBPO will pay $3.5 million inclusive of purchase price, and various ...

Bravura inks deal with $4.7bn insurer

ALEX BURKE  |  THURSDAY, 13 JUL 2017
... Friendly shows the full range of products that Sonata is able to administer in the UK life and pensions market which, combined with its integrated workflow and modern technology, puts it at the forefront of the system consolidation we are starting to ...