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Showing 181 - 190 of 460 results for "Australian Unity"

Netwealth offloads advice subsidiary

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
Australian Unity will acquire a Netwealth financial advice firm with $550 million in funds under advice. Bridgeport Financial Services has nine advisers and was established in 1999. Australian Unity chief executive officer of wealth and capital markets ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna Hacker said charitable giving is a conversation with financial advisers ...

Unlisted property top performer in 2017: Report

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... high income return component, relative to both other global property markets and other asset classes," he said. Australian Unity head of commercial property Mark Lumby said: "The performance of our funds is driven not only by market conditions but also ...

JPMAM consolidates insto and retail distribution

DARREN SNYDER  |  TUESDAY, 20 FEB 2018
... years' experience in financial services. Prior to joining J.P. Morgan in 2014, Alcorn was head of institutional at Australian Unity Investments and prior to this he was deputy managing director and head of Institutional at BNY Mellon Asset Management ...

Premium China creates chief executive role

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
The former chief executive of Premium Wealth Management and head of advice at Australian Unity will lead Premium China Funds Management. In a newly-created role for the fund manager, Paul Harding-Davis has been appointed as chief executive. He is charged ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
... Financial Wellness team is already working with superannuation funds, dealer groups and institutions, citing Australian Unity as a client. The platform can be used to gather and collate relevant client information so advisers can anticipate their clients' ...

JBWere team joins Koda Capital

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... decade with NAB, including as head of financial planning and investments for NAB Private. He is also a former Australian Unity business development manager. Koda Capital chief of staff and partner Quentin Reeve said at the time: "The Koda team and I ...

Legalsuper appoints new client service manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
... field team to 16 across Australia," he said. The new hire follows legalsuper appointing former general counsel at Australian Unity, Kirsten Mander, as its new independent chair. Mander has accrued more than 16 years' experience as a non-executive director ...

IOOF recruits former Australian Unity executive

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
The former executive manager of investments at Australian Unity Wealth has joined IOOF. Mark Horton Andrews has taken on the newly created role of head of adviser standards, client care and retention as of this week. The Melbourne-based position was ...

Australian Unity chair joins NAB

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
NAB is welcoming a new a member to the board of its superannuation fund trustee NULIS Nominees. Australian Unity chair Peter Promnitz has been appointed as a non-executive director, joining the board responsible for the MLC Super Fund and products such ...