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Showing 141 - 150 of 461 results for "Investment Services"

RBC secures custody mandate

DARREN SNYDER  |  WEDNESDAY, 8 MAR 2017
... recently appointed as custodian and administrator for Uniting Financial Services. UFS is the treasury and investment services arm of The Uniting Church in Australia, Synod of NSW and the ACT. It is reported as one of the pioneers of ethical investment ...

SMSFs benefit from DomaCom deal

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... transaction via managedaccounts.com.au. Undertaking the transaction on behalf of Sydney-based advisory group Benwest Investment Services, DomaCom chief executive Arthur Naoumidis said the firm is pleased to have proven how the fractional property model ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... Kaplan KUDO skills assessment. In line with this, the wealth team has been strengthened by appointments across investment services, life insurance and general insurance, with a phone-based advice team also currently in development with a view to be launched ...

Contango AM launches growth LIC

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
... Investment Management to deliver the global growth mandate for local investors. WCM will be appointed as an investment services consultant, and joint lead managers are in the process of being appointed. A prospectus for the initial public offering will ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... October 2015. He also served as director of Mutual Fund Research, as part of the team that launched Morningstar Investment Services, and as director of business strategy for international operations. "I can't think of a better person than Kunal to lead ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... four-month executive search. Graeme Miller joined Telstra Super from Willis Towers Watson, where he was director of investment services since 2007. In that role he led the Australian investment team and was the principal investment advisor for a number ...

Top 10 investment stories in 2016

STAFF WRITER  |  THURSDAY, 22 DEC 2016
... a scheme implementation deed to merge with a major provider of superannuation trustee, administration and investment services. Under the terms of the scheme, which is supported by the boards of both companies, OneVue acquired all of Diversa's ordinary ...

Super skimming adviser permanently banned

JAMIE WILLIAMSON  |  MONDAY, 19 DEC 2016
... dishonestly and engaging in misleading and deceptive conduct. Stewart Banks was a representative of Professional Investment Services (PIS) - a wholly-owned subsidiary of Centrepoint Alliance - from April 2007 to May 2015. ASIC found that between September ...

HSBC expands private wealth business

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
... relationship managers in Hong Kong or Singapore. Australian resident private banking clients will have access to investment services including discretionary investment management, equities, fixed income, structured products and derivatives; as well as ...

AIA CIO jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 15 NOV 2016
... tactically will bring significant value to the Mutual Trust investment team," Hammon said. "Wealth management and investment services are an integral part of the service we offer clients. Graeme is a welcome addition to an already strong team and, under ...