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Showing 1611 - 1620 of 9279 results for "wealth"

Managed fund research lead at Koda resigns

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... Tucker, and Andrew Rutherford. Prior to joining Koda, Coggins worked in boutique companies and Commonwealth Bank. He was the wealth research manager at ANZ for more than three years before moving to Koda. In a 2018 Financial Standard profile, Coggins ...

Australian Unity buys up hospital land

CHLOE WALKER  |  MONDAY, 26 JUN 2023
... infrastructure solutions for residents of Melbourne's west, Plant said. Meanwhile, Australian Unity chief executive officer wealth and capital markets Esther Kerr-Smith said: "Through investment vehicles like the Healthcare Property Trust, we're ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... getting rid of the Fee Disclosure Statements is certainly a step in the right direction," he said. Kristine Pham, private wealth adviser at Lipman Burgon & Partners, said anything that streamlines administration for clients and compliance obligations ...

ISPT targets success with revamped leadership

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
... management and also served as fund manager for the Charter Hall Prime Office Fund. He also previously held roles with sovereign wealth fund GIC, Stockland, and ING Real Estate. Taking on a newly created role, Steven Peters is now the group's chief sustainability ...

Forrests boost Minderoo by $5bn

CHLOE WALKER  |  WEDNESDAY, 21 JUN 2023
... and Thrive by Five initiatives. "As our world faces enormous challenges, we have elected to continue to use our material wealth to help humanity and the environment meet these existential risks," Andrew Forrest said. "Accumulating wealth should only ...

NAB progresses closure of custody arm

CASSANDRA BALDINI  |  WEDNESDAY, 21 JUN 2023
... Retirement Plan, Australian Ethical Retail Superannuation Fund, Australian Meat Industry Superannuation Trust, Crescent Wealth Superannuation Fund, Equipsuper, Fiducian Superannuation Fund and Guild Retirement Fund. It also looks after Brighter Super ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
Defined as the top 10% of investors by wealth and trading volume, high value investors (HVIs) have shifted their appetites when it comes to financial risk, according to the ASX Australian Investor Study 2023. While the report noted an even distribution ...

Hamilton Lane welcomes local head of private wealth

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
Scott Thomas will join Hamilton Lane as its head of private wealth in Australia, as the firm plans to expand its distribution efforts down under. In the newly created role, Thomas will serve the firm's high-net-worth investors, as well as work alongside ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... Adrian Stewart said: "Robert brings over two decades of experience working with financial planners and dealer groups in the wealth management space. He has a deep understanding of the advice industry and has a robust network to support Allianz Retire+'s ...

Fidelity hires former Lonsec investment chief

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
... products to introduce into the Australian market. Joining from Lonsec, de Pourbaix brings 20 years of experience in the wealth management industry. While at Lonsec he was executive director and chief investment officer, responsible for investment strategy ...