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Showing 171 - 180 of 404 results for "Doug"

Cuffe takes stake in Lennox small-cap fund

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
Chris Cuffe's Third Link Growth Fund will provide seeding for a new small-cap strategy established under Challenger boutique network Fidante Partners. Lennox Capital Partners' Australian Small Companies Fund is available to retail and institutional ...

Advisers urged to prepare clients for super shift

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
Superannuation funds are at risk of potentially losing significant value if trustees don't capture the tax implications or the appropriate structures correctly ahead of the pending 1 July changes, a business advisory expert warns. Fordham Group partner ...

CBA Group Super CIO retires

DARREN SNYDER  |  MONDAY, 6 MAR 2017
... leads an investment strategy managing more than $10 billion for the fund's 75,000 members. CBA Group Super chief executive Doug Carmichael said Parlevliet decided to step away from full-time work early last year and will finish as CBA Group Super's chief ...

Fidante creates small-cap boutique

EMMA RAPAPORT  |  TUESDAY, 28 FEB 2017
Investment management company Fidante Partners is continuing to expand its offering with the formation of Lennox Capital Partners. The new investment boutique, led by James Dougherty and Liam Donohue, is an Australian small-cap fund manager under the ...

Magellan COO departs for family office job

ALEX BURKE  |  FRIDAY, 17 FEB 2017
Magellan Financial Group's chief operating officer, one of the firm's first employees, left the firm in January. Nerida Campbell joined Magellan in 2006. She has also been Magellan's chief financial officer, company secretary and director. Before Magellan ...

FIIG appoints acting managing director

EMMA RAPAPORT  |  TUESDAY, 24 JAN 2017
Fixed income broker FIIG Securities appointed founding director Jim Stening to acting managing director, pending the appointment of a new chief executive. Stening's appointment follows a decision by current managing director and chief executive Mark ...

Morningstar appoints research analyst

EMMA RAPAPORT  |  TUESDAY, 17 JAN 2017
Investment researcher Morningstar Australasia expanded its research team with the appointment of former Challenger national key account associate and analyst Sarah Fox. Fox will have broad responsibility across all sectors of Morningstar, including ...

Grant Samuel sells 80pct stake in GSFM

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
... expand the number of solutions we are providing to our clients in the Australian market." Grant Samuel Group chief executive, Doug Bartlett, said that while the company had no previous intention to sell its stake, it decided that this was the best course ...

Magellan flags risk plan for Douglass

MARK SMITH  |  THURSDAY, 13 OCT 2016
Magellan chairman Brett Cairns has publically addressed the risk of anything happening to "key man" Hamish Douglass, reassuring investors that a plan of succession is in place. Addressing shareholders at the investment firm's annual general meeting ...

BT Private Wealth director joins accountancy firm

ALEX BURKE  |  TUESDAY, 11 OCT 2016
Wealth management and chartered accountancy firm Kelly + Partners has appointed a new senior client director. Trent Doughty joins Kelly + Partners from BT Private Wealth Markets, where he was a director. Prior to that, he was a partner - private wealth ...