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Showing 281 - 290 of 1172 results for "Chloe"

MA Financial Group expands research team

CHLOE WALKER  |  MONDAY, 17 JUL 2023
MA Financial Group's corporate advisory and equities division has appointed Paul Hissey to the role of executive director. Hissey brings over 20 years' experience as an analyst in the mining sector, with roles at Goldman Sachs and the Royal Bank of ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
Developing a wealth transfer plan remains on the to-do list for Australia's wealthiest, according to LGT Crestone's latest State of Wealth report. The report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) ...

CFA exam results begin to normalise

CHLOE WALKER  |  FRIDAY, 14 JUL 2023
The pass rate for the second level of the CFA Institute exam jumped in May above its historic average, marking an impressive turnaround from the below-average rates experienced during the pandemic. Over half (52%) of the 15,895 candidates worldwide ...

Family offices increasingly involved in succession planning

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
According to wealth administration provider Ocorian, family offices across the globe seem to be in good shape regarding succession planning. Ocorian's latest report, titled 'Family Offices and the role of third-party service providers' found 88% of ...

Equity Trustees takes on new RE mandate

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
AL Capital (ALC), the independent investment and fund management arm of Aqualand Group, selected Equity Trustees to be the responsible entity of its new range of retail funds. The funds include the ALC Global Credit Fund, the ALC Active Australian Equity ...

Brighter Super sees double-digit returns

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
Brighter Super has reported double-digit returns across several of its investment options for FY23, owing largely to its oversized equities allocations. Brighter Super's MySuper option produced a 12-month return of 10.62%, while its Growth option returned ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
In the year to March end, total funds under management (FUM) held by platforms, wraps and master trusts dropped by $19.5 billion, according to Plan For Life. Specifically, platforms saw a 1.9% decline from over $1 trillion to $982.5 billion, and year ...

ESR appoints investment, operating chiefs

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
The region's largest real asset manager has promoted Josh Daitch and Matthew Lawson to group chief investment officer and group chief operating officer, respectively. Daitch has worked with ESR since 2018, serving as group head, capital and new economy ...

Retirees to own 55% of all super come 2032: Rainmaker

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
Within the decade, retirees will own more than half of all superannuation funds under management (FUM), Rainmaker Information forecasts. Last year, super fund members aged 65 or older owned 40% of Australia's $3.3 trillion in superannuation assets. ...

Count hunts new operations chief

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
After little more than a year in the role, Laurent Toussaint has resigned as chief financial and operating officer at Count to pursue other opportunities. Toussaint originally joined the accounting and advice group in February 2018 as its acting chief ...