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Showing 181 - 190 of 511 results for Staff writer

Mutual Trust makes two senior appointments

STAFF WRITER | MONDAY, 15 JUN 2015

Mutual Trust recently expanded its wealth management and taxation advisory teams with two senior appointments. Now leading Mutual's team of investment advisers is Jono Gourlay. He has more than 20 years' experience in advising families, private individuals ...

Platinum to launch Asia LIC

STAFF WRITER | FRIDAY, 12 JUN 2015

Platinum Asset Management has launched an initial public offering of securities for Platinum Asia Investments Limited, an ASX listed investment company (LIC). The offering seeks to raise a minimum of $150 million, with Platinum intending to subscribe ...

Executive appointment round-up

STAFF WRITER | FRIDAY, 12 JUN 2015

A shake-up of Westpac's leadership team and new institutional sales head at Bennelong are the biggest moves this week. Westpac restructure sees senior exec depart - Group executive of retail and business banking, Jason Yetton, is leaving the bank as ...

MLC Private Equity to open New York office

STAFF WRITER | THURSDAY, 11 JUN 2015

MLC Private Equity plans to open a New York office to be headed by former LGT Capital Partner, Andrew Kwee. Kwee, who has two decades of experience in private equity, will establish the office and build a team to capitalise on investment opportunities ...

SG Hiscock appoints head of research

STAFF WRITER | WEDNESDAY, 10 JUN 2015

SG Hiscock & Company (SGH) has appointed a head of research from Goldman Sachs to head the SGH20 concentrated equity team. Hamish Tadgell joins SGH from Goldman Sachs, where he was chief investment officer for Australia's global investment research ...

FEATURE: Defending wealth

STAFF WRITER | TUESDAY, 9 JUN 2015

Australia's retirees and those approaching retirement must fight harder than ever to protect their wealth. As rates fall and global growth slows, some are turning to riskier investments to preserve and guarantee their income in this unpredictable environment. ...

CBA, NAB execs join Finsia board

STAFF WRITER | WEDNESDAY, 3 JUN 2015

Executives from National Australia Bank (NAB) and Commonwealth Bank (CBA) have been appointed to the board of financial services body Finsia. NAB group chief risk officer David Gall will become president, while CBA general manager of loan markets and ...

CBA granted renminbi licence

STAFF WRITER | TUESDAY, 2 JUN 2015

Commonwealth Bank has been granted a renminbi (RMB) licence for its Shanghai Branch by the China Banking Regulatory Commission (CBRC). The licence enables the bank to broaden its institutional offering to incorporate all aspects of trade and investment ...

Lonsec awards mFund mandate to UBS

STAFF WRITER | MONDAY, 1 JUN 2015

Lonsec has awarded UBS Australia the mandate to clear and settle all domestic equities and mFund transactions for its stockbroking arm. The decision to transfer the mandate to UBS was driven by Lonsec's desire to partner with a clearing services provider ...

MAX Awards to showcase innovation in financial services sales and marketing

STAFF WRITER | FRIDAY, 29 MAY 2015

From Marketer of the Year to Innovation of the Year and best Digital Marketing Campaign, next week's Financial Standard MAX Forum and Awards promises to be an Oscar night celebrating outstanding work in financial services sales and marketing. Highly-acclaimed ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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