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Showing 211 - 220 of 689 results for "Mergers"

Equip, corporate fund merger complete

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
... fees, greater investment choice and scale benefits. "We've drawn on our strong track record when it comes to managing mergers to ensure the smooth transition of new members to the fund, so they can access the benefits of consolidation," Cameron said. ...

Family offices back Regal resources fund

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... mining Tim Elliott along with chief investment officer Phil King. Elliot joined Regal from Glencore, where he was head of mergers and acquisitions, in 2017. The long/short resources strategy currently contributes to several existing Regal Funds and has ...

NAB adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 20 OCT 2021
... contribution as the bank considers its strategic direction. "James has been active in business development, technology, mergers and acquisitions, philanthropy and venture capital investments. His involvement with organisations such as Vocus, Airtasker ...

Catholic Super adds to trustee board

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... and longevity of working within the finance sector will be pivotal as we explore continued joint venture opportunities, mergers and acquisitions," Casey said. Togethr Trustees, which comprises both Catholic Super and Equip, wants to hit $50 billion in ...

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... looking to tap into the sector, he said. This is the sixth merger for William Buck since 2019. "Like with each of our past mergers, this decision was designed to create an environment where we can improve on our delivery of superior client experiences. ...

Mergers don't always lead to scale benefits: Barry

ANNABELLE DICKSON  |  TUESDAY, 31 AUG 2021
There is a misunderstanding that superannuation fund mergers will automatically lead to scale benefits for members, according to Spirit Super's chief investment officer. Speaking at the Australian Institute of Superannuation Trustees (AIST) ASI ...

Results out: 13 funds fail YFYS performance test

KANIKA SOOD  |  TUESDAY, 31 AUG 2021
... product. Some failing funds have already moved to improve member outcomes. Four funds have already announced firm or planned mergers with passing funds, while CFS FirstChoice yesterday announced a fee cut. BOC is merging with Equipsuper, EISS is exploring ...

Industry funds to dominate in 2025

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... and the amount of AUM in funds $100 billion or more is up 300%." Previous Rainmaker research indicated that most fund mergers lead to significant fee savings, cutting fees by an average of almost 20%. Most of the mergers that have taken place among NFP ...

80% of instos find sustainability difficult

ELIZABETH MCARTHUR  |  MONDAY, 23 AUG 2021
... climate change, coupled with reforms like Your Future Your Super and other regulatory and industry pressures like super fund mergers, it's no surprise that more than half of respondents (51%) claim their primary driver to invest sustainably is due to ...

CFS appoints risk chief from MLC

ELIZABETH MCARTHUR  |  MONDAY, 23 AUG 2021
... superannuation trustee. Prior to joining MLC in 2019, he held several senior leadership roles at Westpac and BT, including as the mergers and acquisitions lead for a number of divestment initiatives. Lane also spent almost 15 years at Mercer, holding ...