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Showing 11 - 20 of 71 results for "Quadrant"

Merger costs may impact short-term returns: ASI

KANIKA SOOD  |  WEDNESDAY, 4 SEP 2019
... capital gain so generally you are okay than that," Coogan said. Tasplan merged with RBF Tasmanian Accumulation Scheme and Quadrant Super in about four years ago. It was recently part of another potential merger when Statewide Super, WA Super and Tasplan ...

Principal appoints insto sales director

ELIZABETH MCARTHUR  |  TUESDAY, 9 APR 2019
The former head of Fidelity's institutional business in Australia has joined Principal Global Investors. Warwick Boys will join Principal as director of institutional sales for Australia. Boys led Fidelity's institutional sales team for four years and ...

Escala bought by growing US firm

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
... deal were not disclosed. Focus has been on somewhat of a buying spree this month, having acquired Canadian firm Prime Quadrant on February 15 and Boston firm Foster Dykema Cabot the week before. Escala marks the fifth acquisition by Focus in 2019 to ...

Former AMP senior manager joins platform

JAMIE WILLIAMSON  |  WEDNESDAY, 16 JAN 2019
... strategist, consultant and was once operations manager for Australasia at the group. She is the founder and chief executive of Quadrant 2 Consulting and has worked with clients including NABtrade, ING Direct, Members Equity (ME) Bank, Australian Bureau ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... cultural fit, then you're going to struggle," said Peake. The session ends with Peake showing the audience a leadership quadrant. Staff start off with a 'volunteer' attitude but end up falling into three terrible categories: whinger, 'slacker' and prisoner. ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... Melbourne based financial advice firm with a private client base of more than 3500 following its fresh capital injection from Quadrant Private Equity and Yorkway Capital Partners. The acquisition of Retirement Victoria, an ANZ-aligned advice firm which ...

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... expansion of national advisory and wealth management firm Fitzpatricks Group. A capital funding partnership agreement with Quadrant Private Equity and Yorkway Capital Partners has been reached in what Fitzpatricks chief executive John McMurdo described ...

Tax relief for merging super funds extended

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... half of all prudentially regulated super funds hold less than $1 billion in superannuation savings. Superannuation funds Quadrant, RBF Tasmanian Accumulation Scheme, and Tasplan successfully merged last year.

Penklis returns with $275m private equity fund

ALEX BURKE  |  MONDAY, 20 FEB 2017
Quadrant co-founder George Penklis, who stepped back from the industry in 2014, has returned to launch a new private equity fund in partnership with three other professionals. Odyssey Private Equity, which recently concluded a $275 million institutional ...

First Quadrant liquid alternative strategy added to HUB24

ALEX BURKE  |  WEDNESDAY, 1 JUN 2016
First Quadrant's Global Alternative Return Fund has been added to the HUB24 platform. The fund is a liquid alternative strategy investing in developed currency markets, aiming to deliver positive returns over full market cycles. It's available to wholesale ...