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Showing 151 - 160 of 2013 results for "WIS"

Magellan chief operating and financial officer departs

ELIZA BAVIN  |  WEDNESDAY, 13 NOV 2024
Magellan Financial Group announced Kirsten Morton has resigned as chief operating officer and chief financial officer. Morton started with the group in June 2013 in the joint role of chief financial officer and chief operating officer. She also served ...

Mason Stevens names head of asset allocation

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
Mason Stevens has announced the appointment of Brad Creighton as head of asset allocation. Creighton brings with him 17 years of investment experience, having held senior roles in financial markets, most recently at AMP as co-portfolio manager of the ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

HESTA red flags MinRes for governance failures

ANDREW MCKEAN  |  FRIDAY, 8 NOV 2024
HESTA chief executive Debby Blakey has said the super fund has been engaging directly with MinRes regarding its recent governance failures and "remains disappointed" with the company's responses. "Our concerns include that the managing director's ...

Industry fund merger finalised; seven board exits confirmed

ANDREW MCKEAN  |  FRIDAY, 1 NOV 2024
The merger between industry funds CareSuper and Spirit Super was officially signed, sealed, and delivered today, creating a $53 billion super fund. The newly combined fund, which operates under the banner of CareSuper, will, as previously revealed ...

amicaa head of distribution exits

ELIZABETH FRY  |  MONDAY, 28 OCT 2024
Jeremy Gordon has quit amicaa Investments after just four months with the credit specialist that teamed up with global buyout firm Carlyle. A spokesperson for amicaa confirmed his departure and said the groups is looking for a new sales head. "We have ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
Clime Investment Management continues to overhaul its board, filling two seats shortly after the sudden exit of three directors last week. Clime announced Henry Davis and its chief investment officer Will Riggall have joined the board following the ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
The chief executive of Profile Financial Services has resigned after nearly seven years with the firm. Lena Ridley was appointed to the role in 2021 to replace interim chief executive Peter Coleman, who assumed the post after the departure of Sarah ...

Rest chief investment officer departs

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
Rest has announced the departure of its chief investment officer Andrew Lill after he resigned from the role. Rest chief executive officer Vicki Doyle thanked Lill for his contribution to the super fund and wished him well for the future. "Andrew joined ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...