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Showing 121 - 130 of 2935 results for "Phil"

VG1 replaces investment manager, books massive loss

KARREN VERGARA  |  THURSDAY, 21 AUG 2025
... equities strategy, will focus on Regal's existing domestic and Asia-focused long-short equity strategies. "The board thanks Phil for his management and oversight of the VG1 portfolio since June 2023," Jones said. VG1's FY25 performance was marred ...

Mutual Trust appoints family office specialist

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
... Mutual Trust. She is widely respected for her ability to deeply connect with families and uncover their unique needs," said Phil Harkness, chief executive at Mutual Trust. Bransgrove's appointment comes less than a year after the group added three ...

Account number issue causes angst, undue admin work: FAAA

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
... reportable situations to ASIC that can be considered as a breach report, FAAA general manager of policy, advocacy and standards Phil Anderson said. Under DBFO Tranche 1, the Fee Disclosure Statement obligation was removed, and multiple consent form obligations ...

NGS Super aligns leadership team for growth

MATTHEW WAI  |  MONDAY, 11 AUG 2025
NGS Super is welcoming a new chief risk officer as the incumbent becomes chief financial officer, and two other executives take on new titles. Fotine Kotsilas has become NGS Super's chief risk officer, bringing over 25 years of experience across life ...

CFS taps JPMAM for private equity push

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
Colonial First State (CFS) has tapped J.P. Morgan Asset Management (JPMAM) to help launch its first private equity offering. JPMAM's Private Equity Group (PEG), which manages US$35 billion in for global clients, will invest in secondaries and co-investments ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
Leading asset consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. ...

Sydney Alternative Investment Week to return in September

STAFF WRITER  |  WEDNESDAY, 30 JUL 2025
The Alternative Future Foundation's Sydney Alternative Investments Week is returning, bringing eight high-impact, educational events featuring leading fund managers, global allocators and industry innovators. Now in its third year, the Sydney Alternative ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
Future Generation Australia has increased its interim dividend for the 10 th consecutive year to 3.6 cents per share, after reporting investment returns up 10.8% in the 12 months to June. "Th company has increased its dividend every year for the past ...

FAAA fights to reignite Dixon inquiry

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
... (FAAA) is shedding light on the possibility of resuming the process. FAAA general manager of policy, advocacy and standards Phil Anderson said it is working closely with the Financial Services Minister Daniel Mulino and the Shadow Minister to get the ...