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Showing 101 - 110 of 229 results for Rachel Davis

BlackRock wins $3.8 billion VicSuper mandates

RACHEL DAVIS  |  THURSDAY, 1 DEC 2011
BlackRock Investment Management Australia has been appointed to manage almost $4 billion of assets for VicSuper Fund, one of Australia's fastest growing public offer superannuation funds. BlackRock will manage the index mandates across Australian equity ...

Affinity launches wholesale property fund

RACHEL DAVIS  |  MONDAY, 28 NOV 2011
Melbourne based boutique, Affinity Funds Management has launched a new fund to provide wholesale investors with access to residential property, the largest asset class in Australia. The Affinity Property Fund has been established to provide investors ...

Bendigo Wealth acquires AIM Financial Services

RACHEL DAVIS  |  FRIDAY, 25 NOV 2011
Bendigo Wealth has announced the purchase of AIM Financial Services Limited, a boutique Independent Financial Planning business located in Melbourne. Alex Tullio, Bendigo Wealth's Head of Wealth Markets said this acquisition is the first step towards ...

Macquarie Private Wealth adds to Vic advice team

RACHEL DAVIS  |  THURSDAY, 24 NOV 2011
Macquarie Private Wealth has appointed Mark Chartres to its Melbourne office as a senior investment adviser. Chartres has joined Macquarie Private Wealth from Intersuisse, where he was previously head of wealth management. Chartres specialises in providing ...

Latest Financial Standard iPad edition available today

RACHEL DAVIS  |  MONDAY, 21 NOV 2011
In the new edition of Financial Standard we feature the introduction of MySuper legislation, a review of the recent ASFA conference and proposed regulations for ratings houses. For all the latest industry news, views and regular features download the ...

Doubt over CGT relief delaying fund mergers

RACHEL DAVIS  |  MONDAY, 21 NOV 2011
Uncertainty over whether the Government will grant Capital Gains Tax relief for merging super funds is hampering consolidation across the super industry, according to the Australian Institute of Superannuation Trustees. Australian Institute of Superannuation ...

Centric Wealth taps Kearns for chief executive

RACHEL DAVIS  |  MONDAY, 21 NOV 2011
Centric Wealth has appointed senior Investec Bank executive, Phil Kearns, as its new chief executive officer, effective from 12 December. Centric Wealth has $4.9 billion in assets under advice (AUA). "The Board evaluated a number of outstanding candidates ...

Abbott: Coalition will not vote for SG but won't rescind it

RACHEL DAVIS  |  FRIDAY, 18 NOV 2011
Opposition leader, Tony Abbott, has made his position clear on the proposed rise in the superannuation guarantee to 12%. Abbott confirmed this morning at a Financial Services Council (FSC) breakfast in Sydney, that while his party will not vote in support ...

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
A new survey has found that some investors who currently have a financial adviser are increasingly disengaged with the value of financial advice, with younger investors among the most dissatisifed. The Lifeplan ICFS Financial Advice Satisfaction survey ...

Challenger appoints head of Boutique Partnerships

RACHEL DAVIS  |  WEDNESDAY, 16 NOV 2011
Challenger Limited's funds management business has appointed Cathy Hales as its new General Manager, Boutique Partnerships. Hales joins Challenger from RREEF in New York, where she was Chief Operating Officer, Client Relations. Hales has also worked ...