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Showing 111 - 120 of 1418 results for "Excel"

Airlie founder to step down, successor named

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
The founder of Airlie Funds Management will retire in mid-2023 after spending more than 30 years in the industry. John Sevior established Airlie in 2012 after working 17 years at Perpetual Investments, serving as its head of equities, and overseeing ...

HESTA investment committee chair to depart

CASSANDRA BALDINI  |  TUESDAY, 28 FEB 2023
HESTA investment committee chair and independent director Mark Burgess will step down from the board at the end of June following six years in the role. As his term comes to an end, the fund's chief executive Debby Blakey said Burgess oversaw a period ...

HESTA hires from MLC Super for GM role

ELIZABETH FRY  |  MONDAY, 27 FEB 2023
HESTA has welcomed Wendy Forster-Smith as its new general manager of projects and transformation. Forster-Smith joins from MLC Super, where she spent three years as the head of client enablement. Before that, she worked at the National Australia Bank ...

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
Melinda Huggins is the new executive general manager of TelstraSuper's financial planning arm. Huggins brings over 30 years of experience in leadership, change management and financial services, with previous senior roles at Perpetual, Macquarie Bank ...

Frontier named asset advisor to university

CASSANDRA BALDINI  |  TUESDAY, 21 FEB 2023
Frontier Advisors has been picked by the University of Adelaide to be its independent asset advisor. Following the appointment, Frontier will work on the strategy, structure, and monitoring of the university's endowment fund. The fund is used to finance ...

MAX Awards 2023: Nominations open

CASSANDRA BALDINI  |  TUESDAY, 21 FEB 2023
Nominations are open for the annual Financial Standard MAX (Marketing, Advertising and Sales Excellence) Awards. Now in their 29th year, the Financial Standard MAX Awards recognise the individuals, teams and organisations that are at the top of their ...

bfinance completes management buyout

CHLOE WALKER  |  WEDNESDAY, 15 FEB 2023
Following major growth, including in the Australian market, the global investment consultant bought out the 51% stake held by Baird Capital. The transaction, supported by Beach Point Capital Management, follows a season of significant growth for bfinance ...

Equity Trustees names super head

ANDREW MCKEAN  |  TUESDAY, 14 FEB 2023
Equity Trustees has appointed Andrew Godfrey as executive general manager of its Superannuation Trustees Services business. Godfrey replaces Mark Blair, who successfully transformed the company's strategy to concentrate on independent outsourced trusteeship ...

Maple-Brown Abbott veteran leaves after 27 years

CHLOE WALKER  |  MONDAY, 6 FEB 2023
After almost three decades at the investment firm, head of Asia Pacific equities Geoff Bazzan has announced his retirement. "I have made the difficult decision to leave the business, and will transition out over the next several months, finishing on ...

Maple-Brown Abbott selects UK, Europe distribution partner

CASSANDRA BALDINI  |  WEDNESDAY, 1 FEB 2023
Maple-Brown Abbott's UCITS funds will be available across the UK and Europe, following an agreement with Hyde Park Investment (HPI). HPI, a capital raising and strategic consultancy firm, will distribute the UCITS funds in locations including, Sweden ...