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Showing 11 - 20 of 101 results for "Advance Asset Management"

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
Mercer has officially taken on BT's personal and corporate superannuation products, as well as Advance Asset Management, entering the big leagues with about $63 billion in assets. The finalised merger brings the total member count for Mercer Super ...

BT's Advance AM hit with stop orders

JAMIE WILLIAMSON  |  FRIDAY, 17 MAR 2023
BT Financial Group has been forced to suspend distribution of three of its Advance Asset Management funds for having non-compliant, "broadly drafted" target market determinations (TMDs). ASIC issued interim stop orders to BT and Advance Asset Management ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
... year. He has spent about 25 years in business development, including roles with Deutsche Bank, JBWere and Advance Asset Management. "Wayne's appointment is a significant milestone in Wheelhouse's journey as a truly independent asset manager. Since launching ...

Westpac offloads BT super funds to Mercer

JAMIE WILLIAMSON  |  THURSDAY, 26 MAY 2022
... transaction and separation costs, expected to total about $80 million. However, Westpac has also agreed to sell Advance Asset Management to Mercer, which will result in a gain. Advance currently has about $44 billion in funds under management, managing ...

Investors Mutual retail head departs

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... confirmed a replacement is yet to be appointed. Prior to joining IML, McGauley was a state manager at Advance Asset Management and held business development roles with Deutsche Bank and JBWere. Commenting on LinkedIn, McGauley said the decision came ...

Former BT executive assumes CIO role

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... chief investment officer at Charles Stanley. Farrell was BTFG's chief investment officer and head of advance asset management between December 2008 and June 2016. He then moved on to manage Suncorp's investment portfolio for the next two years. Farrell ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... heard separately. The Westpac businesses involved in the proceedings are Westpac Banking Corporation; Advance Asset Management; Asgard Capital Management; BT Funds Management; BT Funds Management No. 2; BT Portfolio Services; Securitor Financial Group ...

Westpac to combine Advance super with BT Super

KANIKA SOOD  |  MONDAY, 15 FEB 2021
Westpac's Advance Asset Management has notified its superannuation members of its intention to transfer the products into BT's new super product. Advance notified members of three funds recently: Advance Super Account, Advance Allocated Pension ...

Court to decide OneVue claim over Sargon sale

KANIKA SOOD  |  WEDNESDAY, 6 MAY 2020
... Standard last week. Sue Thomas -- who has held directorships at Grant Thornton Australia, PEXA Limited, Advance Asset Management, Asgard Capital, BT Portfolio Services and Westpac Financial Services Limited -- is joining Wasserman and Kibble on the b ...

New buyers for Sargon businesses confirmed

KANIKA SOOD  |  TUESDAY, 5 MAY 2020
... Standard last week. Sue Thomas -- who has held directorships at Grant Thornton Australia, PEXA Limited, Advance Asset Management, Asgard Capital, BT Portfolio Services and Westpac Financial Services Limited -- is joining Wasserman and Kibble on the board. ...