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| | | ... that you are in a position where Diversa is continuing to deflect responsibility. Clearly, there are structural problems..." she said. The panel went on to press the management team on how its due diligence in onboarding and monitoring First Guardian ... |
| | | | ... portfolio managers, clients and distribution partners to strengthen Fidelity's Australian and global equities capabilities. She joins Fidelity from T. Rowe Price, where she was vice president and senior portfolio specialist. Previously, she was a ... |
| | | | ... an executive director and global head of the Macquarie Group Foundation, which leads the firm's social impact activities. She is also a former co-chair and current board member of Philanthropy Australia and a director of For Purpose Investment Partners. ... |
| | | | ... director. Yuen has 30 years of experience across the financial services sector across Singapore and Australia. Prior to Swyftx, she held executive roles at PwC for over nine years after serving as managing director at Lazard between 2006 and 2015. She ... |
| | | | ... to strengthen its policy implementation initiative. Sarah O'Brien has been named the chief practice officer at ASFA, where she will lead the ASFA InPractice (AIP) initiative and take over executive leadership of the Superannuation Cyber and Financial ... |
| | | | ... taken on the role, and will be responsible for the strategy, growth and management of Macquarie's wrap platform business. She was most recently the head of managed accounts for nearly three years at the company, and the head of wealth platform risk ... |
| | | | KKR, alongside other co-investors, have agreed to sell USI Insurance Services to Aon for $24 billion (US$17bn). USI is an insurance brokerage and consulting business across risk, employee benefits and retirement solutions, and boast more than 10,500 ... |
| | | | ... after almost three years at the helm. Julie Hamilton has taken on the role of chief executive, joining from DDH Graham where she served as director of money market since 2008. Bringing over 25 years' experience across wealth management, platform ... |
| | | | The inaugural chair of the Super Members Council (SMC) Ann Sherry has taken on another chair position at a government agency organisation, effective today. Sherry has joined the board of Housing Australia as chair, the government announced. In this ... |
| | | | Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ... |
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