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Showing 241 - 250 of 582 results for "Wilson"

KPMG hires from Macquarie

KANIKA SOOD  |  TUESDAY, 20 NOV 2018
... investors, KPMG said in a statement. KPMG's national lead partner for its transaction, valuations and deals tax division Angus Wilson said: "We are pleased to have Samantha on board. Her experience will be a great addition to the team, which continues ...

ASIC bans Perth adviser

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
... Perth-based adviser after a court found he stole more than $100,000 of superannuation money from his clients. Craig James Wilson was employed by an advice firm that was a representative of the Westpac-controlled licensee Securitor Group for a total of ...

Merger to create $885m LIC

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... the best interests of the shareholders and intends to vote in favour of the proposal. The merged LIC will be managed by Wilson Asset Management, CYA's current investment manager. CYA ended its seven-year arrangement with Perennial Value Management ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
Wilsons Advisory appointed two former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. ...

Future Fund appoints to board

KANIKA SOOD  |  MONDAY, 12 NOV 2018
... advisory board. Future Fund's board of guardians will now consist of Costello, Poynton, Fraser as well as Carolyn Kay, Jane Wilson, Erin Flaherty and Michael Wachtel. In August, the Future Fund said it had delivered a 9.3% annual return, taking Australia's ...

Pinnacle drops fees in Blue Sky fund bid

KANIKA SOOD  |  MONDAY, 5 NOV 2018
... has knocked off performance fees from its bid to manage the Blue Sky Alternatives Access Fund, bringing it in line with Wilson Asset Management's bid, according to LIC's directors. The two managers have put in proposals to gain the management ...

Former UBS multi-asset expert joins boutique

KARREN VERGARA  |  FRIDAY, 2 NOV 2018
UBS Asset Management's former head of investment strategy has joined a financial advisory firm based in Sydney. Fixed income and multi-asset specialist Tracey McNaughton joined Wilsons Advisory this month as head of global macro strategy. For the last ...

Chief investment officer retires

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... The chief investment officer at a prominent Australian asset manager is retiring after working at the firm for 12 years. Wilson Asset Management chief investment officer Chris Stott will soon retire to spend more time with his young family. Chairman ...

Blue Sky LIC gets a new suitor

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
Geoff Wilson has thrown his hat in the ring for the troubled Blue Sky LIC which last week reached an agreement to appoint a Pinnacle affiliate as its new manager. Wilson Asset Management has sent a proposal to the LIC's non-executive directors, making ...

Argo Investments attacks Labor franking policy

HARRISON WORLEY  |  MONDAY, 22 OCT 2018
... these refunds at some time in the future." In launching the House inquiry last month, Government MP and Committee chair Tim Wilson said it was necessary to address community concerns about Labor's policy. "The ability for investors, including individuals ...