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Showing 1221 - 1230 of 4368 results for "David"

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... firm's first office in Brisbane. Smith will serve as co-managing director of Integral Private Wealth alongside its founder David Simon, while Duke is director and principal adviser. All three are former partners and executive financial planners of Westpac. ...

ATO clarifies SMSF death benefit income streams

KARREN VERGARA  |  MONDAY, 22 JUL 2019
... super fund for immediate cashing as a new death benefit income stream. SMSF Alliance principal and SMSF specialist mentor David Busoli said the clarification is "confusing in that it misses a couple of rather important items". "Pension minimum requirements ...

Tasplan recruits new chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2019
... billion superannuation fund has named a former Mercer executive as its new chief investment officer. Tasplan is welcoming David Stuart to the lead investment role. He was most recently chief strategist for Mercer in the Pacific region, a role in which ...

Paradice hires from Pengana

KANIKA SOOD  |  WEDNESDAY, 17 JUL 2019
... Australian Equities Fund will invest in companies listed on or to be listed on the ASX and NZX. It will be managed by Troy Angus, David Moberley and Phillip Wensley. Paradice has over $15 billion in assets under management. In March, Paradice's national ...

AFCA delivers $83 million win

ELIZABETH MCARTHUR  |  MONDAY, 15 JUL 2019
... resolved complaints, 74% were resolved in favour of the complainant or by agreement. AFCA chief ombudsman and chief executive David Locke said the large number of complaints highlighted the importance of AFCA. "AFCA stands firmly on the side of fairness ...

Asset manager bolsters distribution team

HARRISON WORLEY  |  MONDAY, 8 JUL 2019
... director of sales as its new distribution head. Specialist fixed interest investment manager Bentham Asset Management appointed David Livera as its director of distribution in an effort to bolster the team as it move to add additional resources to support ...

New chief executive at Evans Dixon

KANIKA SOOD  |  MONDAY, 8 JUL 2019
... $335 million US Masters Residential Property Fund (URF) which had lost 34.2% over the year to May 31. Executive chairman David Evans served as the interim chief executive until Anderson's appointment. "We had begun an executive search process however ...

Shadforth signs new tech partner

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUL 2019
... clearing and settlement services to Shadforth, along with its TradeCentre front-end technology. FinClear chief executive David Ferrall said Shadforth is an important addition to the FinClear client stable. "It's great to see a strong, national brand ...

New boutique awards mandate to RBC I&TS

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2019
... its team, which we felt were a good fit for our new fund." RBC I&TS Australia managing director for global client coverage David Brown said: "We have a strong connection with Melior's impact investment approach." He added that RBC measures and reports ...

Hostplus enters merger talks

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... a joint release, the funds said they have commonalities in history and member profit heritage. Hostplus chief executive David Elia said the due diligence phase would allow both funds to more formally evaluate the merger proposal. "We look forward to ...