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| | | ... for their high net worth and ultra-high net worth clients," he added. His recruitment follows the recent appointment of Andrew Chapple as Atrium's head of product in April. As for Rockliff, before arriving at Platinum 18 months ago, he spent eight ... |
| | | | ... The merged business will be led by current Platinum chief executive Jeff Peters, while current chief financial officer Andrew Stannard and chief operating officer Joel Arber will remain in their roles. While the group will be rebranded, the Platinum ... |
| | | | ... way he dealt with an adviser's fees for no service misconduct. Former Crown Wealth Group director and head of compliance Andrew Moore has been banned for three years for failing to recognise the seriousness of fees for no service conduct, committed by ... |
| | | | ... The merged business will be led by current Platinum chief executive Jeff Peters, while current chief financial officer Andrew Stannard and chief operating officer Joel Arber will remain in their roles. While the group will be rebranded, the Platinum ... |
| | | | ... Concurrently, Peter Coleman will transition from his role as chair to continue serving as a non-executive director, with Andrew Walsh succeeding him as the new chair of the board. Dooley brings over 20 years of experience across wealth management, financial ... |
| | | | ... portfolios to achieve mutually beneficial outcomes for clients and policyholders alike." Guardian chair and chief executive Andrew McMahon echoed Dibadj's statement, adding that he believes this partnership will allow the firm to accelerate investment ... |
| | | | Index solutions provider Scientific Beta said 'completion portfolios' can be used by institutional investors to address unintended alignments in their portfolio positioning. Scientific Beta's research showed that even the most meticulously designed ... |
| | | | Queensland-based industry super fund BUSSQ, which has ties to the scandal-plagued Construction, Forestry, Maritime, Mining, and Energy Union (CFMEU) through its board, emerged largely unscathed from an independent report by KPMG. BUSSQ was hit with ... |
| | | | ... delivered 12% p.a. The Australian Shares Index returned 13.4% p.a. ART general manager of portfolio management and resilience Andrew Fisher told Financial Standard that while global markets drove outcomes last financial year, it was domestic assets that ... |
| | | | ... management firms with more than $30 billion in assets under management." Metrics managing partner and group chief executive Andrew Lockhart said McNamara has always been a key contributor to the company's success. "His influence extends beyond our business. ... |
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