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Showing 251 - 260 of 604 results for "WILS"

Stop undermining franking credit refunds: Wilson

KARREN VERGARA  |  FRIDAY, 30 NOV 2018
Wilson Asset Management chair Geoff Wilson warned the proposed changes to franking credit refunds will not only damage the Australian economy but undermine the tax system. Wilson presented an economic case on why both sides of politics should safeguard ...

KPMG hires from Macquarie

KANIKA SOOD  |  TUESDAY, 20 NOV 2018
KPMG has hired a long-standing member of the Macquarie Infrastructure and Real Assets team to sustain its relationships with superannuation funds. Samantha Brewer is joining KPMG as a transaction services partner as a part of KPMG's deals, tax and legal ...

ASIC bans Perth adviser

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
ASIC has banned a 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 ...

Merger to create $885m LIC

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
Two listed investment companies will merge to create an $885 million single entity. WAM Leaders (WLE) is set to acquire 100% of Century Australia Investments (CYA), a LIC that primarily invests in the S&P/ASX 300 and has $97 million is assets. CYA aims ...

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
Future Fund has appointed a former UBS global asset management chief as it renews the board of the $149 billion sovereign wealth fund, including topping up chair Peter Costello's term. Former UBS global asset management chief executive and chair John ...

Pinnacle drops fees in Blue Sky fund bid

KANIKA SOOD  |  MONDAY, 5 NOV 2018
Pinnacle 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 ...

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 ...