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Showing 1241 - 1250 of 3982 results for Jamie Williamson

Adviser banned over early release scheme

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
An Adelaide financial adviser received a five-year ban for advising his clients to roll their super into newly established SMSFs to invest in a company he is a director of and then releasing the money to them in the form of a loan. Antonio Simeone is ...

Mercer wins sovereign wealth fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
Mercer is the recipient of a sovereign wealth fund's first implemented consulting mandate. The Tuvalu Trust Fund has appointed Mercer for asset consulting, portfolio implementation services and investment implementation services. Mercer will provide ...

CHESS replacement delayed further, review underway

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
The ASX has commissioned an independent review of its long-delayed CHESS replacement to enable the bourse to set a realistic go-live date, saying current indications suggest it won't launch before late 2024. The CHESS replacement project has been underway ...

Yarra Capital appoints institutional, intermediary leads

JAMIE WILLIAMSON  |  TUESDAY, 2 AUG 2022
Two promotions have seen the appointment of new heads of institutional and intermediary at Yarra Capital. Nick Green has been promoted to lead institutional distribution. He is currently senior institutional client service representative. Green has ...

VFMC names head of equities

JAMIE WILLIAMSON  |  TUESDAY, 2 AUG 2022
Victorian Funds Management Corporation has hired from HESTA to fill the role of head of equities. Stuart Birkett has been an investment manager with HESTA since 2019. Most recently he led international equity and active currency investments but previously ...

APRA to improve strategic planning, member outcomes rules

JAMIE WILLIAMSON  |  MONDAY, 1 AUG 2022
APRA is revisiting the design of its rules governing strategic planning and member outcomes in superannuation, including strengthening the way in which outcomes are assessed, closer monitoring of financial resources and new rules to follow when a MySuper ...

Frontier opens Japan office

JAMIE WILLIAMSON  |  MONDAY, 1 AUG 2022
The asset consultant has established its first offshore office, with a new base in Tokyo expected to propel its desired growth in Asian markets. Frontier has been operating in Japan for the last eight years but will now have an on-the-ground presence ...

Sovereign wealth fund awards $700m mandate

JAMIE WILLIAMSON  |  MONDAY, 1 AUG 2022
The Abu Dhabi Investment Authority has handed a $700 million mandate to a listed real estate investment manager. The mandate has been awarded to Qualitas by a wholly owned subsidiary of the fund and it's to invest in local commercial real estate ...

Portfolio holdings disclosure rules "feeblest on the planet": Report

JAMIE WILLIAMSON  |  FRIDAY, 29 JUL 2022
A new report from Morningstar calls out the faults in the Portfolio Holdings Disclosure regulations, particularly as they pertain to unlisted, private equity and bond investments. The report's author, head of manager selection Grant Kennaway, says ...

APRA consults on new operational risk standards

JAMIE WILLIAMSON  |  FRIDAY, 29 JUL 2022
APRA is proposing to introduce new minimum standards for super funds in managing operational risk, opening a new consultation. As part of the consultation, APRA has released Prudential Standard CPS 230 Operational Risk Management which includes minimum ...