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Showing 261 - 270 of 1793 results for "EXCEPT"

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects ...

Boutique investment manager hits the market

ANDREW MCKEAN  |  TUESDAY, 24 SEP 2024
TWC Investment Management, a founder-owned and led boutique firm, has set up shop in Australia. The investment management firm, led by chief executive Owen Hereford and chief investment officer John Birkhold, formerly a portfolio manager at Origin Asset ...

Government consults on laxing legacy super product rules

ANDREW MCKEAN  |  WEDNESDAY, 18 SEP 2024
The government is consulting on new regulations to relax restrictions on legacy superannuation products which would allow individuals to exit unsuitable products and remove barriers to closing legacy funds. The purpose of the draft Treasury Laws Amendment ...

Remara launches real estate strategy

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
Remara Investment Management has launched a real estate fund that invests in the development of small and large-scale projects. The Remara Opportunistic Development Fund is an open-ended managed fund that seeks opportunities in the residential, industrial ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
Mercer will provide investment management for the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight ...

Genetic test results to no longer hinder life cover

JAMIE WILLIAMSON  |  WEDNESDAY, 11 SEP 2024
Insurers will no longer be able to use genetic test results in life insurance underwriting, with a total ban to be introduced by the government. Earlier this year, the government consulted on the use of genetic test results in underwriting life insurance ...

NZ Super Fund shines bright with standout return

ANDREW MCKEAN  |  TUESDAY, 10 SEP 2024
New Zealand's sovereign wealth fund, NZ Super Fund, posted a herculean return of 14.94% this past financial year, trouncing its peers, according to data provider Global SWF. The fund outperformed its Treasury Bills benchmark - a measure based on the ...

Westpac names new chief executive

MATTHEW WAI  |  MONDAY, 9 SEP 2024
The Westpac board has promoted Anthony Miller to managing director and chief executive for the group, effective December 16. He will succeed Peter King, who is retiring after a five-year stint as chief executive and a total of three decades at the bank. ...

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
Story Wealth Management Anne Graham has exited the business she co-founded to join Kearney Group, bringing along her book of clients. Graham is now a partner - integrated advice of Kearney's private wealth unit. Graham co-founded Story Wealth in 2016 ...

Mercer Super reorganises leadership, chief executive changes roles

ANDREW MCKEAN  |  WEDNESDAY, 4 SEP 2024
Mercer Super chief executive Tim Barber will take on a new leadership position at Marsh McLennan; Claire Ross will step up as his successor. In his new role, Barber will "develop and implement growth strategies" for small and medium enterprises (SMEs) ...